Friday, May 04, 2007

AMD may construct three more FABs

People may ask where the money is for these FABs. I tell you, that's never an issue. As long as AMD has the technology and OEM support, it can get 10 billion dollars to finish the FABs.

Don't forget that all of Intel's profits belong to AMD once Intel found guilty and is liable for treble damages.

Someone posted a benchmark showing Opteron faster than Woodcrest Xeon in CPU intensive SQL tests. But, this is only a test. In real life applications, consider yourself lucky if your Woodcrest Xeon did not crash randomly.

30 Comments:

Blogger Rodney said...

You have got to the most ignorant SOB on the planet. Either that or you're just jerking our chains and getting a good laugh at our expense. Either way... your writing is junk. Have a nice day :)

10:29 AM, May 04, 2007  
Blogger Heat said...

You are wrong rodney sharikou is a thought inspiring and legitimate journalist who is the only one with the balls to expose the intel agenda.

Great move by AMD in constructing three fabs based on what they may or may not win from intel. No wonder they are gaining market share and making billions in profit while Intel is bleeding red.

AMD's if you cant beat them with brains try crying like a baby strategy will get them far in the tech industry.

Infact why even bother releasing barcelona just rent out a warehouse and gather all the AMD fanbois and have them cry about how daddy intel spanked them....who knows it mite achieve much more......

11:04 AM, May 04, 2007  
Blogger R said...

AMD is up to their elbows in alligators. I would be more concerned about solving immediate financial problems and get K10 out the door. I think the sky is falling.

11:17 AM, May 04, 2007  
Blogger Rodney said...

I think R's sarcasm detector is malfunctioning. K10 is going to MURDER everything in its path and Intel is definitely on track for a 2Q08 BK. Mmm hmm.

11:25 AM, May 04, 2007  
Blogger Serge said...

http://www.worlds-fastest.com/wfz995.html

11:50 AM, May 04, 2007  
Blogger Bubba said...

So who noticed that AMD pushed 45nm off another quarter at the shareholders meeting?

12:17 PM, May 04, 2007  
Blogger Bubba said...

Intel announces six socket modular servers for SMB market. AMD has no counter.

http://www.eetimes.com/news/latest/showArticle.jhtml;jsessionid=NBKCUJUTEHTI4QSNDLSCKHA?articleID=199203862

12:20 PM, May 04, 2007  
Blogger Mahboobul said...

Hector made a terrible mistake by acquiring ATI. Everything was fine before that and the stock price reflected that.

Now getting the company into these huge debts to construct fab at time when the trend is to be fabless. Just fire the guy before he ruins the company.

12:20 PM, May 04, 2007  
Blogger Shouden said...

Sharikou I truly hope you are right, but I highly, highly doubt it. If you are correct however a new age has dawned for AMD, but it won't matter if those crap ass chips keep coming off their production lines.

techspooge.blogspot.com

12:20 PM, May 04, 2007  
Blogger Bubba said...

Intel Menlow platform launch moved up by six months. AMD has no competing platform.

http://www.eetimes.com/news/latest/showArticle.jhtml?articleID=199203767&pgno=2

12:25 PM, May 04, 2007  
Blogger Bubba said...

Intel puts 16 cores in a 1U server.

No AMD system available can do that.

http://www.theregister.co.uk/2007/05/04/bull_r422/

12:30 PM, May 04, 2007  
Blogger Bubba said...

Intel said to be buying AMD's wafer supplier.

http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aAOlYrXA72bs

In other news, Hector Ruiz is seen pissing his pants in public.

12:55 PM, May 04, 2007  
Blogger Bubba said...

Intel announces three new chips for emerging markets.

http://biz.yahoo.com/seekingalpha/070504/34547_id.html?.v=1

In other news, Hector Ruiz found in the corner, curled into a fetal ball.


Oh, what fun Fridays are!

Have a great weekend everyone!

1:06 PM, May 04, 2007  
Blogger KingRichard said...

This is funny:
Neal Nelson Benchmarking Laboratory Test Results

AMD Opteron Processor Faster than Xeon in SQL Database Test

http://www.worlds-fastest.com/wfz995.html

1:17 PM, May 04, 2007  
Blogger KingRichard said...

Bubba said...
So who noticed that AMD pushed 45nm off another quarter at the shareholders meeting?


Wasn't it always 2H 2008?

1:18 PM, May 04, 2007  
Blogger Ho Ho said...

kingrichard
"AMD Opteron Processor Faster than Xeon in SQL Database Test"

I'm actually rather surprised to see so little difference considerign the massive memory bandwidth benefit AMD has. I wonder if Intel would have had even better results with quadcores.

2:15 PM, May 04, 2007  
Blogger Evil said...

I was REALLY hoping some AMD faboi brought the SQL server test up today...

Lets not even mention thats not Intel's fastest Woodcrest, but it IS AMD's fastest Opteron.

Also the 8222 retails for $2,149
The Woodcrest 5160 retails for $915!

I won't even go into the fact that the 5160 is an older Xeon, replaced by much faster Xeons like the 5300 series.

Good going AMD, your latest and best processor (and most expensive) can BARELY beat a processor less than HALF the price!

WOOT!

2:35 PM, May 04, 2007  
Blogger Heat said...

Evil:Good going AMD, your latest and best processor (and most expensive) can BARELY beat a processor less than HALF the price!

You are a fool that is AMD's strategy and you inteler are too dumb to see it. You see when you cant compete with the competitor's best product in the market then you delay your product and release it to compete with the second or better yet third best product. That is why AMD's 65nm are worse performers than their 90nm. its all intentional....

Example....
Their best 90nm processor 6000+ competed well with Intel's FOURTH best chip the E6600 well.

That is also the reason their quadcraper series competes with Intel's second best quad core.

On the GPU side their 2900XT (6 months late competes) with the THIRD fastest gpu by nvidia.

And their soon to be released Barcelona will compete with the Celeron Intel's SECOND rate line of chips.

Get with the program you intel idiot. AMD has the second or third best market position on lockdown and no one can take that away from them!!!!

AMD the (second or maybe third) Smarter choice.

3:27 PM, May 04, 2007  
Blogger Evil said...

Heat... yep, thats what some brainwashed Sharikoutool is going to say more than likely.

5:35 PM, May 04, 2007  
Blogger lex said...

Another "Ph"ony "D"eduction from the "Ph"ony "D"octorate

I love this site. Stupid fanbois living in la la land.

People are too stupid even to catch all the tougne in cheek from the inquery.
+
AMD is hurting right now boys. Got a big cash flow problem, serious debt. Barcebalogna is too big a die at 65nm. Sure its elegant to put 4 cores on a single piece of silicon. But come now business first! INTEL is far more elegant from a business and yield prospective to go 2x2 and put 4 die in a package. You got the beauty of not requring all for die to yield togather, got the beauty of mixing and matching die that performance best togather. Mabye at 32nm when we get another doubling it makes sense for native quadcore for the masses. Today Barcebalogna is too big for mainstream and Penrym will compete effectively at the top end while the masses will still choose INTEL.

If AMD chooses to load up the fab with Barcebalogna they will produce too few chips, even at 1000 bucks it won't produce as much revenue as a bunch of small Turdions selling for 100 bucks. Wiht Penrym launch immenient AMD can't price the Barcebalogna at the price they need to balance the costs and deperciation of running their 300mm factory. Also they have already scaled back ramp in Dresden due to cash problems so the whole of 2008 looks busted!

AMD must soon decide to do ground break on or lose incentives from them New Yorkers. Most of the incentives are for tools and taxes and probably little for the building and constrution. Thus the biggest joke is AMD must decide now to spend another 50-200 million to start the construction of something they won't be in business to finish. Build a building for the future you don't have or spend it now on tools so you can squeeze another 1 million die so you bleed less in 2008.. Poor Hector is writing a pretty Bio of how he ruined AMD. I think Fab4xx will be nothing more then a shell will be for sell for about 20 million after AMD sinks 200 into it and goes BK.

THe point lost on the "Ph"ony "D"octorate is that AMD doesn't have the technology or OEM business to support construction of one 45nm fab let along two. Also even in the rosiest of forecast where INTEL is fined say 2 billion it can't cover the R&D and outfitting even a little fab at 32nm.

Tick Tock Tick Tock AMD BK in 2008.

5:41 PM, May 04, 2007  
Blogger Giant said...

All of AMD will belong to Morgan Stanley soon. AMD is losing so much cash that their BK is inevitable. Then Morgan Stanley takes over and sells AMD's scrapheap fabs and all the IP off to Nvidia and Intel and books a tidy profit.

8:14 PM, May 04, 2007  
Blogger Ycon said...

You have proved that you dont have any mind between your ears.

In your last post you stated that MCM processors cause servers to crash (dont know why, but whatever, its you).
Now you say that Woodcrest will cause servers to crash as well. What? Woodcrest is not a MCM CPU? Damn right, man.
Woodcrest is the only x86 real multi-core CPU on the market so why does it crash servers, too?

AMD is not gonna build anything at all. AMD can be bought or they will die a horrible death after the current fiscal year.
Actually its sad (all the poor employees and stuff), but a childish company like AMD doesnt deserve better. AMDs sole function is to leave the arena for a better company (there are quite a few unknown ones).

2:55 AM, May 05, 2007  
Blogger DaSickNinja said...

Unless every bank and investor has started ignoring Economics 101, who the hell is going to loan money to a company that can't pay off their current debts?

9:55 AM, May 05, 2007  
Blogger DaSickNinja said...

This comment has been removed by the author.

9:56 AM, May 05, 2007  
Blogger Bubba said...

Whoops!

Looks like AMD will need those fabs to produce replacement cpu's.

AMD reports internal terperature sensor in Brisbane cpu is broken, under reports temps.

http://www.alcpu.com/forums/viewtopic.php?t=219

5:10 PM, May 05, 2007  
Blogger Paul said...

AMD is onto a winner here with the r600 hardware why?.

This is the hardware MS and others in the media industry want so it can enforce its DX10 and DRM content protection at the hardware level.
The DRM protection the r600 could provide would be "say separation of sound and video" so without the correct "key" only the owner can play the content.

Its interesting to note that "Valve is on board for the launch of r600"
Valve runs a service that works for the genuine consumer and at a reasonable price!

Why is this important? Its what we all want so that all the content producers make a living on their efforts and that the consumer pays for what he or she consumes.
I have no problem with that And most right minded people would agree that copying is theft.

So if the r600 hardware is the one of the vehicles that allows unique keys provided by the distributor in a hard to crack and secure way and because of this the need to copy protect content is not an issue the cost per item will reduce to Dollars instead of $100's for games etc the trade off in cost is the volume of sales..

The xbox360 is an example of this,
the money making will come with the
ongoing "live" service.. this is where the AMD/MS live will boom.


So the billions required to fund these silicon foundries is of little consequence in the Trillion dollar consumer marketplace.

8:04 PM, May 05, 2007  
Blogger Ho Ho said...

paul
"I have no problem with that And most right minded people would agree that copying is theft."

I agree that copying is theft in in several countries but I do not like when I have to replace my high-end home movie system with a new one when it doesn't support it. Also when I have my expensive high-end sound card then for watching DRM protected videos I must use the crappy sound card integrated to R600.

Music insdustry is already dropping DRM, you can buy non-drm music from itunes. Also HD-DVD and BD copyprotection has been broken so all that such DRM does is that it makes it harder for the non-stealing users to use that media.


Also DRM support in R600 has nothing to do how Valve distributes its games because it can only protect movies and music. All that the support means is that future versions HL2 will support the graphical features of R600

3:21 AM, May 06, 2007  
Blogger Randy Allen said...

Intel is totally destroyed:-

http://www.theinquirer.net/default.aspx?article=39440

AMD can do this with 65nm technology. Intel needs 45nm to compete. Even then Intel is finished.

See this Randy Allen video:-

http://www.youtube.com/watch?v=G_n3wvsfq4Y

Intel is finished. Intel will BK in Q2'08 as AMD rapidly scales and ramps up Barcelona.

1:44 AM, May 07, 2007  
Blogger Heat said...

Fools are the people that believe anything the inquirer has to report. That site will type up any BS to feed desperate AMD fanbois and the funny thing is most of them believe it without question.

How is your reverse hyperthreading update on your AM2 k8 coming along randy good thing inquirer was there to report that one before its release??

2:25 AM, May 07, 2007  
Blogger Louis said...

IF it were no problem as you suggest, then why didn't AMD do it while they had the upper hand with Opeteron and Athlon 3 years ago? Now they are cash strapped and would have to take on massive debt to do it? I don't think so. Sharidouche you are delusional.

1:55 PM, May 10, 2007  

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