Sunday, January 28, 2007

Google slaps Patty

Google says it only bought a small number of Intel chips. Patty didn't say how many.

Intel's 45nm chip is just another piece of absolete technology.

40 Comments:

Anonymous Anonymous said...

It's over. Intel has won.

4:07 PM, January 28, 2007  
Anonymous Anonymous said...

I don't understand the point of this post at all - where exactly did Intel say they won an exclusive deal?

Isn't all they said was that they had won some business at google? Sounds like much ado about nothing.

But I guess with all the blogs about AMD's stellar Q4 earnings you've been writing recently, I guess it's good to change things up a bit.

By the way where's the blog with the 40% market share runrate update? Looks like you were spot on with that call (and by spot on, I mean wrong again...)

Also, if you go back to previous blogs (~6 months) on AMD's capacity by end of 2006, how accurate were those? As AMD sells every chip it makes, your capacity estimate should essentially be market share right? (Wasn't your calculation 40% or 50% capacity of the entire x86 market by end of Q4'06?)

4:07 PM, January 28, 2007  
Anonymous Anonymous said...

Huh!

6:03 PM, January 28, 2007  
Anonymous Anonymous said...

Sharikou,

Are you willing to bet that K8L will frag Intel offerings in every bench mark by 40%?

Oh wait, you have no balls!

6:05 PM, January 28, 2007  
Anonymous Anonymous said...

Its not over, but currently intel is definatley in the performace lead.

It was a long time coming, but intel new performace is impressive, especially when you overclock those e6600's.

But AMD's next chip is due in a couple of months so it will be interesting to see the performance & what the price is.

Given their chip is a native 4 core design, do you think there will be dual core variants?

Danny

6:14 PM, January 28, 2007  
Blogger Jeach! said...

What an embarrassment for Intel!

For a respected tech company such as Google - which prides itself on being/using 'the best' products - to come out and make a public statement to denounce Intel's sales claim... well it should be embarrassing.

"Intel claims that it crafted specialized low-power Xeon-based motherboards for Google."

But it even goes further than that really. Because when you have to hack your motherboard to make your processors up to par with AMD's, well... makes you kinda want to crawl under a rock, NO?

And if no rock can be found, well, why not use an obsolete Pentium 4?

2:52 AM, January 29, 2007  
Anonymous Anonymous said...

Are you willing to bet that K8L will frag Intel offerings in every bench mark by 40%?

In bench marks no but in real world aplications (like games for example, will).

6 FPU = Yahooooooooooooo

4:28 AM, January 29, 2007  
Anonymous Anonymous said...

Few chips is already enough to feed Pat, so he wont be sad I guess?

5:20 AM, January 29, 2007  
Anonymous Anonymous said...

Windows Vista adoption rate is close to nada..
In the period of cost cutting and downsizing ...people and decision makers are simply finding it hard to tell a convincing reason why to switch to Vista ..the question is can this hurt AMD ? I just hope this just doesnt end up as a big disaster for MS

8:57 AM, January 29, 2007  
Anonymous Graham said...

Charlie over at the inquirer said it better than I can:

In 2006, I said he who screws up least will do best. Intel executed nearly perfectly, better in some cases than even it minions hoped for. Let's not mince words, AMD screwed up. The year started with the high-end K8s at 2.6GHz and, other than the FX-74s, it ended it at 2.8GHz, but with DDR2. 65nm which I expected in early Q3 ended up in late Q4. AM2/SocketF was similarly six months late.

This pooch-screwing enabled Intel to grab the ball and run with it, not looking back at all. Had AMD not screwed up, well, the race would have been a lot tighter and not an outright crushing. As 2007 dawns, Intel has the lead in just about every race that matters, with AMD still holding the crown at 4S and above.


http://www.theinquirer.net/default.aspx?article=37270

9:08 AM, January 29, 2007  
Blogger S said...

What's wrong in a company publicizing a customer win ? I assume Google has put the press statement out because it wanted to avoid a clammering of the media for information. Wasn't it a news when AMD started supplying Google an year ago ?

11:17 AM, January 29, 2007  
Blogger PENIX said...

Intel's financial situation has made them desperate for attention.

12:57 PM, January 29, 2007  
Blogger TheKhalif said...

Only a fool would have thought that Google's growth would allow them to re-calculate expenses from major purchases of new infrastructure.

I can bet that Google will get some private demos of Barcelona. If it gets 80% efficiency using 1207 rather than 1207+, that means 80% of 3.6x without changing anything but the processor.

3:41 PM, January 29, 2007  
Anonymous Anonymous said...

40% market share runrate?

http://www.marketwatch.com/news/story/intel-slows-advanced-micro-devices/story.aspx?guid=%7BD471BF94%2D388F%2D4081%2DB1D1%2D6A37EF8DBA5C%7D&siteid=yhoo&dist=yhoo

Oops, that's 25.6% market... how do I convert that to 40% market share runrate again?

Also of note, in the segment where Intel ramped Core2 duo significantly (server), Intel has gained market share in both of the last 2 quarters....well at least AMD is growing unit share in that lucrative desktop market. (Thank you Dell?)

3:45 PM, January 29, 2007  
Anonymous Anonymous said...


PENIX said...

Intel's financial situation has made them desperate for attention.

Jeach! said...

What an embarrassment for Intel!

For a respected tech company such as Google - which prides itself on being/using 'the best' products - to come out and make a public statement to denounce Intel's sales claim... well it should be embarrassing.



That's funny. Intel didn't publish the news externally. Read those reports clearly, as they have indicated this is a leak from internal blog. It is not meant to gain publicity (yet), but i think it is more of further internal morale boost.

I think you guys must be really desperate in looking for bad news for Intel which isn't any lately :)

5:11 PM, January 29, 2007  
Anonymous Anonymous said...

Absolete?

5:56 PM, January 29, 2007  
Anonymous Anonymous said...

"In 2006, I said he who screws up least will do best"

Actually Charlie has it partiall right.

Let me expand, the ONLY reason AMD is alive is because of INTEL screwups. Yup, if Craig, Paul and Sean got it right AMD would be NOTHING.

With the recent annoucment of Penrym on 45nm with HighK metal gates and IBM's sorry ass Saturday press release shows it so clearly. INTEL controls everything

If they had implemented Yamhill instead of pursuing Itanium then Opertron would be nothing. If they had chosen to continue PentiumIII as well as pushed Northwood in the early 2000s then AMD would have had nothing. Everything AMD has has been because of a decision INTEL made. There is NOTHIGN that AMD, Hector and IBM can do to change that, NOTHING.

Debate me if you like but INTEL's engineering resource, money, superior silicon technology, army of designers, marketing and huge bank account is simply unbeatible. AMD's only chance is when the INTEL CEO did dumb things like approve Prescott, CedarMill and Tehjas, ignored the recommendations of fellows...

AMD controls nothing.

6:59 PM, January 29, 2007  
Blogger PENIX said...

Anonymous simpleton said...

That's funny. Intel didn't publish the news externally. Read those reports clearly, as they have indicated this is a leak from internal blog. It is not meant to gain publicity (yet), but i think it is more of further internal morale boost.

I think you guys must be really desperate in looking for bad news for Intel which isn't any lately :)


Let me educate you. If Intel was to issue a press release with these lies, they would be liable. If they quietly release it in an "internal blog", they can say whatever they want without legal implications. How convenient that this information was immediately "leaked" directly to CNET.

7:04 PM, January 29, 2007  
Anonymous Anonymous said...

How's that AMD stock doing, guys? Really earning you money, down there under 16?

I love the fact that a bunch of random "special ed" graduates are sitting around here making grand pronouncements while people who analyze these things for a living (the stock market) have already decided - AMD sucks. That's why AMD's stock is slowly circling the drain.

11:19 PM, January 29, 2007  
Anonymous Anonymous said...

I see that you are still hanging on to your AMD stance despite the implosion of the company's financials and stock price.

Did you every do a follow-up repentant blog on your original blog (link below), in response to me downgrading AMD 6 weeks before it peaked and before a 55% drop (70% off its peak)? Or have you doggedly held on to the stock and are now in bankruptcy? If you were honest yourself (you accused me of being a "crook") you would say something like "even if it wasn't obvious to us smart PhD'ers at the time, this was an incredibly prescient downgrade of AMD" ...

http://sharikou.blogspot.com/2006/01/german-crooks-are-smarter.html

5:09 AM, January 30, 2007  
Anonymous Anonymous said...

Sharikou you must write an article based on this guy:

http://www.dailytech.com/article.aspx?newsid=5897

While Anandtech as put the head line saying
Mark Rein Talks About UT3, PS3, Xbox 360 and Vista

He is actually saying:
-Hates 32 bit processors.
-Hates 32 bit operating systems
-Blames Intel because of the existence of 32bit Operating systems.
-Blames Intel because there aren’t 64 bit processors every ware
Intel is holding the Industry back.
-We are going to take 6 years back because of Intel.
-Intel is halting innovation.
-There are great 64 bits processors (AMD) that have been shipping for years.
-Intel come out with a "new" processor architecture strangely 32bits (Core Duo).

6:21 AM, January 30, 2007  
Blogger Kirzak said...

hey folks anyone know where can i find a turion64 x2 TL-64 benchmark, or a comparison to the core 2 duo T7xxx? I've looked all over the net but can't find one. i did find up to TL-60 though.

8:53 AM, January 30, 2007  
Anonymous Savantu said...

Intel should investigate other technology, not related to chips and dies, perhaps organic or chemical-based processing. Really screw up AMD with the headlines:

"Intel Markets New Organic Processor. July 27, 2008 (Reuters) - Intel has announced today that it is releasing a processor that is 'grown' by multiplying bacteria in a culture and ... mitochondria act as transistors ... consumes virtually no electricity ... all it needs is water and ... costs $25 US to manufacture ... needs no cooling ... works with current technology ... performs calculations billions of times faster than a traditional silicon microchip ...

Sharikou, MD PHD MBA, most intelligent man in the world shocked, quits his day job as AMD spokesperson and founds a sheep farm in Idaho... "

11:10 AM, January 30, 2007  
Anonymous Anonymous said...

It's official, AMD will go BK sooner than later.

http://sharikou180.blogspot.com/

Replace Intel with AMD on this guy's blog and it sounds just like sharikfraud :)

11:43 AM, January 30, 2007  
Anonymous Anonymous said...

So AMD's stock hit a new 52-week low today. When's Intel gonna "BK" again?

1:24 PM, January 30, 2007  
Anonymous Anonymous said...

Still looking for the 40% runrate calculation... it was not too long ago (just after AMD earnings and there comment that unit shipments were up 19%) that you said they were "close" to the 40% market share runrate you predicted.

I believe the exact words were: "Clearly, AMD's market share is close to 30%, leading to a run rate close to 40%" (Jan 16 blog)

Well, I guess 25.3% is a bit closer to 30% than it is to 20%... On the other hand I would tend to call this close to 25% market share...

Well the numbers are now out, put up or shut up - this was your one big prediction for 2006!

2:53 PM, January 30, 2007  
Anonymous Anonymous said...

"Let me educate you. If Intel was to issue a press release with these lies, they would be liable"

Let me educate you...they would be liable to do what? Oh you mean LIBEL!

"If they quietly release it in an "internal blog", they can say whatever they want without legal implications"

Actually this too is wrong...

But, really please continue to educate on these legal issues, based on your various blogs you clearly have a very well rounded education and are well read. Can you let us all know where to get those pop-up books?

Can I now sue you for "liable"?

7:30 PM, January 30, 2007  
Anonymous Anonymous said...

Penix what part of this internal statement, even if publicly released would constitute "liable" (that should read "libel" for those of you with an education)?


"but Gelsinger's entry (as quoted by CNET) indicates that the search giant has now turned back to Intel for at least some of their server hardware."

Have you even seen what was said on the blog or are you just viewing it through your AMD rose colored glasses?

What EXACTLY was stated in the blog that could be shown to be LIBEL? (had it been publicly released)

Get a clue...

7:41 PM, January 30, 2007  
Anonymous Anonymous said...

"sharikou, ph.d said...
i give up on AMD. I think they're being run by a bunch of retards. What a pity to the talented engineers in the company.
I expect AMD to BK in Q2'08!"

Short the AMD BK statement, which I would never want to see EITHER company go bankrupt as it would be bad for us as consumers, I am actually impressed by this statement for the first time since I added this blog to my humor section.

I think AMD has made some mistakes, just as Intel has made some in the past, and the cycle will continue.

Good job for standing up and admitting you've been a retard....

8:07 AM, January 31, 2007  
Blogger PENIX said...

Anonymous idiot #1 said...

Let me educate you...they would be liable to do what? Oh you mean LIBEL!

Anonymous idiot #2 said...

Penix what part of this internal statement, even if publicly released would constitute "liable" (that should read "libel" for those of you with an education)?

In response to two of the most ignorant anonymous cowards to ever grace this blog with their presence:

No, NOT libel. LIABLE, as in LIABLE for damages. Libel is slander, which doesn't even make sense in this context. Please, at least attempt to pull your head from your ass before attempting to engage in an intelligent conversation.

8:38 AM, January 31, 2007  
Anonymous Anonymous said...

Funny how you deleted your own comment about giving up on AMD. Just proves you're a hippocrite too.

3:31 PM, January 31, 2007  
Anonymous Anonymous said...

sharikou, ph.d said...

Hey! No need to be feisty. I was just getting desperate for an article. You know I have a contract to fulfil. To tell you the truth, it’s getting more and more difficult to spin news for AMD. I’m beginning to think it’s not worth the money, especially after the damn cut backs (Stupid Q4 loss!). Man, I feel sorry for AMD. A good BK in Q2’08 should drive out the retards running it.

31 January 2007 08:12

5:15 PM, January 31, 2007  
Blogger PENIX said...

I highly doubt Google purchased these Intel machines to be production servers. A more likely reason is they purchased them for desktop compatibility testing. Intel has the majority of desktop market share, and because of this, Google must do extensive QA testing on their new products to make sure they work on under performing Intel desktops.

10:27 AM, February 02, 2007  
Anonymous Anonymous said...

"Intel has the majority of desktop market share"

Hilarious...Intel has the maroity of market share in all segments (mobile/DT/server), and of the three they have the lowest share now in DESKTOP!

Wow is it possible to be any more uniformed?

3:11 PM, February 02, 2007  
Anonymous Anonymous said...

Penix - what specific part of the internal blog would Intel be liable for damages (in your hypothetical case "if it were publicly released")

Did you even see the blog? If so what SPECIFIC part constituted lies?

3:14 PM, February 02, 2007  
Blogger PENIX said...

Anonymous idiot said...

Wow is it possible to be any more uniformed?

in response to my statement

Intel has the majority of desktop market share

Do you agree that Intel has the majority of the desktop market or not? You are so eager to discredit that you have jumped the gun and made yourself look like a fool.

5:17 PM, February 02, 2007  
Blogger PENIX said...

Ill informed Anonymous coward said..

Penix - what specific part of the internal blog would Intel be liable for damages (in your hypothetical case "if it were publicly released")

Did you even see the blog? If so what SPECIFIC part constituted lies?


Direct quote from the blog entry:

...in business with the volume systems ramp under way.

This implies that they have signed a deal and have begun a volume roll out. This is completely untrue, and Google issued a press release to confirm.

5:20 PM, February 02, 2007  
Anonymous Anonymous said...

You guys still don't seem to grasp this:

Penix = Sharidouche
Sharidouche = Penix

Sharidouche = ex-Intel employee FIRED for systems abuse.

Shardouce is NOT a ph.d. He's a disgruntled loser with nothing better to do because McDonalds is only a part time job.

12:06 AM, February 03, 2007  
Anonymous ed said...

"Anonymous idiot said...

Wow is it possible to be any more uniformed?

in response to my statement

Intel has the majority of desktop market share

Do you agree that Intel has the majority of the desktop market or not? You are so eager to discredit that you have jumped the gun and made yourself look like a fool."


Anonymous like this is both a fool and a coward. He doesn't know what he's talking about, unless his brain's totally screwed up. What does Intel's market share in other sectors have anything to do with its desktop majority? A desktop market majority is a majority, no matter how 5% less it is compared to any other market. I mean this guy clearly has no logic at all.

8:20 AM, February 03, 2007  
Blogger PENIX said...

Anonymous moron said...

Penix = Sharidouche
Sharidouche = Penix


Incorrect and foolish assumption. Sharikou and I are not the same person.

12:18 PM, February 05, 2007  

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