Wednesday, February 28, 2007

Vista is an AMD game

With the launch of AMD 690 integrated doom 3 capable graphics and chipset, all of Intel's IGPs become totally obsolete. For anyone who wishes to get the fancy Vista features, he must either go AMD or Nvidia.

Tuesday, February 27, 2007

IRS better act fast

By 2Q08, IRS won't get a dime for its $2 billion invoice as Intel BKs.

Thursday, February 22, 2007

X2 3600+ + Doom3 MB for $129

This is unreal. For $129, get a dual core CPU that beats Pentium XE 965 and a motherboard capable of Doom 3. None of Intel's graphics is Doom capable.

Wednesday, February 21, 2007

Hector Ruiz: K10 will put an end to the performance war

There will be no more tug of war . K10 will decisively finish Intel once and for all. Rahul Sood impressed by Israeli craft? Get ready for the AMD masters' true engineering skills.

HECTOR RUIZ: "In spite of all the hype and hoopla, there is no really such thing that Intel has leapfrogged AMD. It's quite the contrary. As a matter of fact, despite all the perceptions of Intel closing the gap, half the time they do a little bit better and the other half we do. And all of that will end with the introduction of Barcelona because it's such a significant jump in performance and quality."

K10 will be released by the end of 2Q07.

Patty sounded scared

Facing the imminent onslaught of K10, Pat Gelsinger's only hope is higher clocks and faster FSB.

The problem is, Intel does not have any edge in the clockspeed arena. AMD's 3GHZ K8 is within the strike range of Conroe and K10 will offer 40% bump in speed.

All Intel had with Conroe was about 10% integer IPC lead. That's why a 3GHZ K8 can frag a 2.67GHZ Conroe E6700: 3/2.67 = 1.12 = 112%. 12% clockspeed lead is enough to beat back 10% IPC lead.

Thursday, February 15, 2007

Will Intel Founder End Up in Jail?

Juicy details for Dell and Intel's secret plot to exclude AMD came out in this lawsuit.

Picture a meeting between Grof and Dell behind doors...

As I analysed before, DELL is in danger of being the next Enron. Dell's book value is about $1, but the stock is selling at $20. In fact, DELL's net worth is substantially lower than AMD's. Dell has net worth of $4.1 billion. AMD has net worth of $5.8 billion.

Hector Ruiz is in an enviable situation right now. He spoke with authority these days, knowing Intel will soon be totally destroyed by K10.

Monday, February 12, 2007

INQ mistaken about Intel

INQ says that x86 is Alpha. Wrong. Only AMD K8 is Alpha. Intel's Core 2 Duo is just Pentium 3 with 128 bit SSE.

To qualify as an Alpha derivative, you must have integrated memory controller. Intel is gonna stuck with 1970s FSB for the forseeable future.

Tuesday, February 06, 2007

From now on, I will use K10 to refer the architecture formerly known as K8L

K10 will frag Intel for three years minimum. K10 is a whole new chip. Tom Yager is very excited, and George Ou is confused. Intel to have 45nm in 1Q08? AMD will have 45nm in 2Q08 -- but Intel will BK by then any way, as 65nm K10 will frag Intel's 45nm by at least 20%.

I heard that Patty started working on his resume after seeing this video.

Now, it's official. AMD's press release affirmed that K10 will frag Clovertown by 40%. Some Intelers may say AMD will get sued by shareholders if the performance lead comes out at 39%, but I am quite sure the average lead will be over 50%. AMD is always conservative. Unlike Intelers, who claimed 40% lead, but only come out at 10%.