Wednesday, October 03, 2007

Intel will be out of top 10 soon

Appro sold a 12096 processor K10 computer. HP sold a 4600 processor computer. SUN sold a computer with 15744 CPUs. A 2GHZ K10 is 20% faster than a 3GHZ Intel quad. A 2.6GHZ K10 will be 50% faster than a 3GHZ Intel quad.

No wonder the Israeli engineers are so quiet these days, no more loud mouth bragging. At the end of the day, they are just patching Bob Colwell's Pentium 3. Bob Colwell knows that and everyone knows that.

AMD stands for American innovation and American power.

Intel who?

13 Comments:

Blogger Giant said...

Running at the lofty speeds of 2Ghz. Barcelona is too little too late, it was already pre-fragged by Clovertown.

Now there will be no Phenom CPU until 2008 because AMD's yields are so awful.

http://www.theinquirer.net/gb/inquirer/news/2007/10/02/phenom-launch-2007-whoops

Even when AMD finally releases Phenom next year it's been pre-fragged by existing Kenstfield CPUs like my Q6600.

AMD is finished. BK in 2008 unless they start selling off business units or FABs.

1:00 AM, October 03, 2007  
Blogger Ycon said...

Actually you, sharidouche, are the one not talking too much.

2:31 AM, October 03, 2007  
Blogger Giant said...

A 2GHZ K10 is 20% faster than a 3GHZ Intel quad

Do you have a link for that? Thanks.

2:44 AM, October 03, 2007  
Blogger Ho Ho said...

So for around 30000 CPUs they had revenue of something around nine million USD. Now all they have to do is sell around hundred times as many to actually mean something.

4:28 AM, October 03, 2007  
Blogger Andy said...

All those CPUs and AMD still lowers its targets

5:55 AM, October 03, 2007  
Blogger Vic said...

Today, allow me to introduce:
"Fun with Past Posts"
From Sharkou's blog, dated June 2006:

"... Intel will be most vulnerable from 3Q06 to 4Q06, during the transition period from Netburst to Conroe. ... Intel has squandered most of its cash. Intel is financially very weak. ... Due to Intel's manufacturing inefficiency, it won't be able to switch to Conroe production quickly. ...
If AMD can succeed in preventing Intel from clearing the legacy inventory at a good price (above $120), Intel will find itself unable to fund Conroe capacity expansion. To achieve this strategic goal, AMD should prepare to sacrifice margins on desktop CPUs.
... with rapidly increasing capacity, AMD can lower the ASP while maintaining revenue growth for 3Q06 and 4Q06.
...
By the end of 4Q06, AMD will have 50% of FAB36 converted to 65nm and 65nm parts shipping in volume. AMD quad-cores should be out by then too."

Yeah, we all know how that prediction turned out. AMD lowered its ASPs, Intel still sold off all its old chips, AND Intel ramped up Conroe production quickly.

Why is anyone still listening to this guy's predictions about anything? Don't you fanbois get it? He's been wrong on just about every single prediction he's made! On the few things he predicted correctly (layoffs at Intel) he missed the big picture and the full impact of what was actually happening.
Intel's (minor, not major) layoffs have actually IMPROVED the profitability of the company and made things even more difficult for AMD -- which, by the way, is also laying off personnel (and making many, many other cuts to benefits and perks) in order to compete.

6:45 AM, October 03, 2007  
Blogger Christian M. Howell said...

Now there will be no Phenom CPU until 2008 because AMD's yields are so awful.


Isn't it amazing how The Inq becomes so reputable when they have not so positive AMD news.

Well, if you look at another of their stories, the 2.6GHz Barcelona will launch with Phenom.

Also, in Anand's tests he stated that AMD has already arranged Phenom briefings and word from Taiwan says that Phenom WILL Launch at 2.8GHz this year.

So that means AMD will have SKUs from 1.9 - 2.8GHz. Hopefully they will also drop Budapest for 1P servers too.

7:08 AM, October 03, 2007  
Blogger Scott said...

AMD is an American company. Since when is Germany part of the US?

10:51 AM, October 03, 2007  
Blogger sharikouisallwaysright said...

Uh, i hope AMD will survive the Fall of Amerika.
Maybe some chinese Commy-Party-Godking will invest the abundant Dollarjunk from their treasury...

11:23 AM, October 03, 2007  
Blogger Giant said...

Isn't it amazing how The Inq becomes so reputable when they have not so positive AMD news.

Well, if you look at another of their stories, the 2.6GHz Barcelona will launch with Phenom.

Also, in Anand's tests he stated that AMD has already arranged Phenom briefings and word from Taiwan says that Phenom WILL Launch at 2.8GHz this year.

So that means AMD will have SKUs from 1.9 - 2.8GHz. Hopefully they will also drop Budapest for 1P servers too.


You are an idiot BaronMatrix. AMD's own power point slide that the Inquirer somehow got their hands on showed the proof. AMD's "highest" end platform still uses 6400+ CPU. The other articles are nothing, no proof whatsoever.

Even if this was true, why should I care? I've owned a quad core CPU for ~six months now. It runs fine at 3Ghz 24/7 with the fan on the slowest setting for a quiet operation.

8:17 PM, October 03, 2007  
Blogger Spaztic Pizza said...

Hey Giant, you could have saved the effort and just typed:

"You are an idiot BaronMatrix."

Everyone understands this.

7:00 AM, October 04, 2007  
Blogger Andy said...

Well since the inq is bias towards AMD should we assume a Q1 paper launch Q2 some volume Q3 BK

7:56 AM, October 04, 2007  
Blogger Jeach! said...

Itanium is slowly loosing market share... (at least the crumbs that it had)!


PNNL did not upgrade to "Montecito" dual-core Itanium 9000 processors is a public relations loss for Intel, and that PNNL opted for Barcelona instead of Clovertown is also some bad news. No matter what, HP is the winner, since it sells two-socket machines based on Itanium, Opteron, and Xeon processors.

HP sure was not going to give out any reason behind the shift from Itanium to Opteron. "HPC customers make their server and architecture choices at a particular time," explains Scott Misage, director of advanced development at HP's high performance computing division. "PNNL made a choice based on a point-in-time analysis using its own codes, and this time Opteron-based machines won. We continue to believe that Itanium is interesting and useful for HPC workloads," Misage added. In particular, Itanium-based fat-node servers are often popular in clusters that need a lot of memory bandwidth inside a node to support their workloads.

While the Itanium processors have excellent floating point performance, they run a bit hot, they are relatively expensive, and they only come in low-volume and somewhat more expensive systems. And hence, academic and government research centers, which are among the stingiest server buyers in the world because they have to buy so many servers to run their code, do not want to pay an extra dime for a flops of computing power, and do not generally want to invest in Itanium-based nodes for their clusters.

9:44 AM, October 04, 2007  

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