Analysis on IT trends and competitive strategies, with emphasis on micro processors, computer systems and networks. Based on latest news, backed up with real data, this site intends to provide a true and realtime picture of the fast changing IT landscape. This journal strives to be accurate on facts and sharp on criticisms. You may email your opinion to sharikou@yahoo.com or post comments here, be cool and intelligent.
Freelance journalist on IT matters. Some of my writings have been published on online IT journals. Any original content on this journal is Copyrighted, but it's free for non-commercial use. Any Trademarks used on this site belong to their respective owners. Some of the pictures are links. If there is any issue with the content of this site, please email sharikou@yahoo.com .
AMD is pretty much at break-even in 4Q07.
posted by Sharikou, Ph. D. @ 1/17/2008 06:25:00 PM
28 Comments:
Pretty much break even?
Are you fucking retarded?
AMD LOST OVER 1.7 BILLION DOLLARS THIS QUARTER.
ONE POINT SEVEN BILLION DOLLARS.
How the holy fuck is that breaking even? AMD says they shipped 400,000 quad cores this quarter, Intel sold 1.2 million LAST quarter and did 57% more business in the quad core market this quarter.
You play some reall funny math you ignorant fuck. Close the blog, its getting fucking more stupid than I thought possible.
AMD is breaking even... yeah OK.
Do the math on just how much money they lost this YEAR.
What a fucking laughing stock you have pigeon holed yourself into.
I've went over this on my blog.
AMD has talked about breaking even in Q2. The loss aside from the ATI charge was about $164 Million. This is considerably better than the nearly $400 Million loss last quarter.
400,000 units is notable. However, if we assume an average selling price of $100 then this would be $40 Million. With gross revenues of $1.8 Billion this would only be about 2% of revenues. My assumption is that this is similar to what AMD will deliver in terms of 45nm in Q3. In other words, not enough to have any real effect on income. I would expect a reasonable volume of 45nm in Q4.
The actual estimate for volume was 80-90 Million units. This is a reduction from the 2006 estimate of 100 Million units in 2008. Presumably this difference is due to a slower ramp of FAB 38.
I don't know why you are still talking about an Intel bankruptcy. My best estimate for damages is $1.5 Billion which Intel could easily pay out of available cash. Triple this would still be only $4.5 Billion which again Intel could pay out of cash.
Finally, don't you think that removing Bulldozer from its original mid 2009 launch is going to hurt? Presumably, Bulldozer would be pushed back to 32nm in 2010. This means that AMD won't have a new architecture to compete with Nehalem for a bit over a year assuming AMD can stay on its Q1 2010 32nm release date.
400K is a good number. It should become more like 2M in Q1.
2M more for AMD or one could say 2M less for spIntel.
I also like how Ruiz got company's cash up from 2006 levels.
SHUT THE BLOG DOWN SHAIRKOOK.
ITS DEAD.
The only people that bother are the AMD morons who think blowing BILLIONS of dollars in 2007 is a good thing.
Evil Merlin preaches that you should close your blog because it's 'Dead' apparently, but EM is more than happy to keep responding on here...I'd say that was hypocritical.
Don't like it here Evil Merlin...clear off!!!
I'm sure people will rush to AMD's procs once the recall is over...
AMD is near break even as Sharikou said, and with stepping B3 AMD will increase clockspeeds to 4.7GHz just like IBM. AMD had a few problems to begin with, but stepping B3 sorts that out and allows for similar clockspeeds to IBM.
Intel's BK by 1Q09 is now assured.
P.S. If people can figure it out, look up 'sarcasm' in a dictionary.
BK you are a joke..
How are they going to fund their 32nm R&D, where are they goign to find the money for the 3 billion dollar factory.
Tick Tock Tick Tock.
Did you know that INTEL made billions last year?
"Ph"ony "D"octorate
intel LOSES $300 BILLION DOLLARS OF INVESTORS MONIES
The original complaint charges Intel with violations of the Securities Exchange Act of 1934. The complaint alleges that as a result of Intel's extraordinarily bullish statements and assurances that Intel's stock hit its all-time high of $75-13/16.
Intel's stock dropped, falling to as low as $17. Intel's stock dropped from its all-time high of $75-13/16 to its lowest price in years, $17, wiping out 85% of Intel's stock value and destroying over $300 BILLION
DOLLARS of other peoples monies.
Meanwhile AMD is doing well gaining market share and helping to create a better world along with the OLPC.
The phenon is a million times better design than the antique relic pentium 3 glue ups.
BUY AMD hi performance, energy saving, low cost, future proof design, cpus, platforms, and video solutions.
Join AMD and the OLPC and help create world peace and prospertiy for all.
AMD 3870 X2 fragged by 15 month old 8800 GTX:
http://enthusiast.hardocp.com/article.html?art=MTQ1NCwxLCxoZW50aHVzaWFzdA==
We need to look at the performance in comparison to the closest competition for this video card, a single GeForce 8800 GTX. In every game except Half Life 2: Episode 2, the GeForce 8800 GTX delivered higher framerates. Keep in mind we are simply using a stock clocked GeForce 8800 GTX, so this doesn’t take into consideration a partner overclocked video card or the 8800 Ultra.
AMD BK Q2'08.
AMD says they shipped 400,000 quad cores this quarter, Intel sold 1.2 million LAST quarter and did 57% more business in the quad core market this quarter.
Since AMD has less 5X market share, doing basic math:
AMD
5 x 400.000 = 2.000.000
Intel
1.200.000 / 5 = 240.000
So by using an X size ratio Intel shipped less quad cores than AMD. AMD has a much bigger chip size, bad yields (rumor) and bugs in its design.
I wonder what would happen with a design without bugs and with good clock speeds (2.6Ghz)?
@evil_merlin
But you're always posting here so what does that mean?
DUAL CORE CPU SHOOTOUT:
http://www.xbitlabs.com/articles/cpu/display/dualcore-shootout.html
So, new Intel Core 2 Duo E8000 processors based on 45nm Penryn cores do not have any worthy competitors at this time. They are considerably faster than Core 2 Duo with smaller model numbers and outperform the top AMD Athlon 64 X2 CPUs with overwhelming advantage. Add here their fantastically low power consumption and pretty democratic official pricing and Core 2 Duo E8000 will turn into a potential market hit. It is especially true for Core 2 Duo E8200 and E8400 models.
Only retailers can cast a shadow over this rosy situation, because they keep the prices for these promising models at a pretty high level since the market hasn’t been saturated with them just yet. However, this problem should very soon get resolved.
As for the top Athlon 64 X2 processors, they turned out seriously overpriced after the launch of the new Core 2 Duo E8200. Today they can only compete against Core 2 Duo E4000 and Pentium E2000. Moreover, we can check out how reasonable AMD’s price policy actually is with a simple empirical rule: for AMD Athlon 64 X2 processor to perform as fast as a Core 2 Duo E4000 or Pentium E2000, it should run at about 20% higher clock speed.
It means that from the performance standpoint AMD Athlon 64 X2 6000+ should cost as much as Core 2 Duo E4600, and Athlon 64 X2 5000+ shouldn’t be priced higher than Pentium E2200. Only in this case the dual-core processors pricing would be considered fair and reasonable. Moreover, we will have to disregard the power consumption rates in this case, because regular Athlon 64 X2 cannot be considered economical.
So, the results of our today’s dual-core processor shoot-out indicate clearly that Intel processors win the “Best Buy” title in every single price segment. And it will remain this way until AMD reduces the prices on its Athlon 64 X2, which keep rapidly losing their appeal. The situation may also change if they launch revised triple-core and dual-core processors on Phenom-like architecture, which have a chance of become more competitive against Core 2 Duo. However, it will hardly happen any time soon.
The facts speak for themselves, as this article proves.
Intel sold 1.2 million LAST quarter and did 57% more business in the quad core market this quarter.
Where'd you get 1.2 million from? In Q3'07 Intel sold over 2 million quad core CPUs.
My Q6600 running 3.6ghz @ 450x8 with 1.35v sure is fast, but part of me wishes I had a shitty Phenom Black edition that can barely overclock and in general is slow and shitty.
Source: http://www.bit-tech.net/hardware/2008/01/17/amd_phenom_9600_black_edition/1
Oh wait, nevermind I just had to fart. No part of me wishes it had a shitty Phenom processor.
As soon as I get a better video card than my 8800GTS 640MB that doesn't bottleneck me it will take all of 3 settings changes in BIOS to take me back to 4GHz, a speed at which I've already Prime 95'd for 12 hours on small fft & blend tests. Surprisingly This chip only needs 1.4v (actual) to hit this speed. If I had a crappy phenom it would take 1.4 just to get 2.8ghz if I'm lucky.
The blog is dead.
Kill it Sharidouche you ignorant cocksmuggling cunt who lies, distorts the truth and has the intelligence of a sponge, and an artificial one at that.
LET THE BLOG DIE, its about as useful as oneexpert and that yellow chickenshit Howell.
This is terrible. AMD seems to have fallen out of favor with Dell.
http://www.theinquirer.net/gb/inquirer/news/2008/02/08/dell-dumps-amd
This comes at a very bad time for AMD. Just when it was looking like things are getting better.
AMD WINS DUAL CORE CPU SHOOT OUT....
AMDs advanced cpu designs out perform and eclispe all intel antique pentium 3 relics.
intel accels at high prices and antique outdated cpu relic designs.
Even the typical end user knows that AMD has modern, state of the art cpus, compared to intels antique pentium 3 glue up relics.
Even intel is about to abandon and make obsolete there entire cpu line up as they opp to copy the more advanced AMD cpu designs.
There are way too many paid for and rigged intel reviews that try to hide the fact that intel has nothing but antique relic pentium 3s glued together and they themselves are about to abandon and make obsolete.
BUY AMD hi performance, state of the art, future proof, energy saving, low cost cpus, platforms, and video solutions.
intel has lost more than $300 billion investor dollars and cant afford to make anything but antique pentium 3 glue ups.
Please continue to help the OLPC and AMD create world peace and prosperity for all.
The only reason I still check in from time to time to see if the "pink D of shame" makes a return.
AMD WINS DUAL CORE SHOOT OUT
AMD X2 3600+ AM2 at ewiz is $39.66.
E1200 pentium 3 glue up at newegg is $58.99
Clearly the the AMD 3600+ is a far superior performaning designed chip to intels E1200 dual bore pentium 3s and a lot less money too.
Clearly AMD wins the low end of this shoot out. Now lets look at the high end dual cores.
AMD X2 6400+ at 3.2 ghz and priced at only $169.99 what a fabulous bargin for such a powerhouse cpu.
Heres a list of the intel 3.2 ghz chips, THERE ARE NONE.
However intel does make a 2.93 ghz pentium 3 glue the x6800 priced at a mere $1015.00 what a hz per dollar bargain.
You can waste tons of money and get no performance with intel pentium 3 glue ups or buy from the only cpu winner AMD.
BUY AMD hi performance low price, future proof, energy saveing, world class cpus, platforms, and video solutions.
AMD WINNER OF THE DUAL CORE CPU SHOOT OUT.....
Support AMD and the OLPC as they create world peace and prosperity for all.
Intel's latest "Skulltrail" is fitting name for their latest pile of garbage. 8 cores on a FSB? Nigga, please. Intel's ancient FSB can't even handle 4 cores properly. This is a joke.
AMD's stock has been rising, but it's still low. I advise everyone to buy immediately if you haven't already. As soon as Intel is found guilty of antitrust violations, AMD stock will sky rocket.
Sharikou has gone missing. Is it time to write his obituary along with AMD's?
Sharikou has been silent for too long. Is it time to write his obituary along with AMD's?
Sheer Scalable Speed of ATI Radeon(TM) HD Graphics Sets New World Records
22 Feb 08 16:34
ATI Radeon(TM) Graphics Rule Top 20 3DMark05 and 3DMark06 Scores,
Capturing 36 of Top 40 Spots
SUNNYVALE, Calif.--(BUSINESS WIRE)--February 22, 2008--
AMD (NYSE:AMD) today announced that systems utilizing ATI Radeon(TM) HD graphics cards established new records in Futuremark 3DMark05 and 3DMark06 benchmarking standards, demonstrating once again that ATI Radeon(TM) HD graphics cards are preferred by overclockers around the globe.
On Feb. 16, MemoryExtreme Team Italy, a group renowned for record-breaking overclocking achievements and better known online as giampa, Leghorn and giorgioprimo, set a new world record 3DMark05 score of 39,133, surpassing the previous record also set using ATI Radeon(TM) HD graphics cards. The same day, the team captured the 3DMark06 record by posting a score of 30,662, edging the previous world record by 56 points.
The benchmark scores may be accessed at http://www.xtremesystems.org/forums/showthread.php?t=177374 .
"The scalability, speed and stability of dual-card ATI Radeon(TM) HD configurations are critical to the success of our record-setting attempts," said Gian Paolo Collalto, (known as giampa), a MemoryExtreme Team Italy founder. "The continued improvements in Crossfire(TM) multi-GPU performance backed by industry-leading stability make ATI Radeon(TM) HD the best choice for overclocking."
The ATI Radeon(TM) HD graphics line, is a clear favorite of the overclocker community. As of Feb. 20, 2008, ATI Radeon(TM) graphics cards take a clean sweep of the current top 20 records in 3DMark05 and 16 of the top 20 3DMark06 scores, for an aggregate 36 of the 40 best 3DMark05 and 3DMark06 scores posted on the Futuremark website.
"The enthusiast community continues to be an incredibly important audience for AMD," said Matt Skynner, vice president, Marketing, AMD Graphics Products Group. "Our unmatched results in industry benchmarks demonstrate that we listen and deliver when enthusiasts ask for improved multi-GPU scaling, greater overclockability and industry-leading stability."
AMD/ATI GRAPHICS simply the best in the world.
Buy AMD hi performance, low cost, energy saving, state of the art, cpus, platforms, and video solutions.
Join AMD and the OLPC in creation of world peace and prosperity for all.
Intel gets subpoena from New York AG
February 20, 2008 12:59 PM ET
Intel Corp. received a subpoena from New York's Attorney General in connection with an antitrust investigation.
In a filing with the Securities and Exchange Commission, Santa Clara-based Intel (Nasdaq: INTC) said it was asked for documents and information that would relate to a monopoly in the sale of microprocessors.
Intel is facing a similar investigation from the European Commission and related lawsuits from rival, Sunnyvale-based Advanced Micro Devices Inc. (NYSE: AMD).
Earlier this month, European regulators raided the German office of Intel as part of its investigation into possible anticompetitive practices.
Intel employs more than 6,000 people in Folsom.
Intel confirms receipt of subpoena from New York related to antitrust probe
02.20.08, 9:44 AM ET
NEW YORK (Thomson Financial) - Intel Corp. Wednesday confirmed that it received a subpoena in January from New York authorities related to the state's antitrust investigation.
In its annual Form 10-K filing with the Securities and Exchange Commission, the chip giant and Dow component said the subpoena from New York State Attorney General Andrew Cuomo requested documents and information to assist with its probe of whether there have been any agreements or arrangements establishing or maintaining a monopoly in the sale of microprocessors in violation of federal or New York antitrust laws.
Intel (nasdaq: INTC - news - people ) said it plans to cooperate and respond to the investigation 'as appropriate' and that it expects the matter will be 'acceptably resolved.'
News of the investigation was first reported on Jan. 10 when Cuomo said subpoenas to Intel and rival Advanced Micro Devices (nyse: AMD - news - people ) sought information on whether Intel coerced customers to exclude AMD from the market for a specific computer processing unit, according to the Associated Press.
intels stock tanking on price fixing charges.
EU Consumers Jump on Intel Case
Associated Press 02.21.08, 2:38 PM ET
The EU charged Intel in July with monopoly abuse for below-cost customer rebates and pricing that the regulators claim undercut Sunnyvale, California-based Advanced Micro Devices Inc. (nyse: AMD - news - people ), and discouraged manufacturers from building computers with their chips.
Last week, regulators widened their probe by raiding Intel and computer retailers in Britain and Germany, searching for evidence that the companies may have broken rules that guarantee fair competition.
AMD claims Intel's wide range of bullying tactics force stores to stock Intel computers over cheaper AMD chips. Intel denies this, saying it has broken no laws and claiming AMD is fighting through the courts and filing antitrust complaints because it is failing in the marketplace as a result if intels price and product fixing schemes.
INQUIRER named in Intel writ
Intel executives sued for “gross mismanagement”
By Mike Magee: Thursday, 21 February 2008, 10:50 AM
SENIOR BOARD members and executives of the Intel Corporation have received a writ in a Delaware district court, accusing them of breaches of fiduciary duties of good faith, loyalty and care, and of gross mismanagement.
Evan Tobias named Craig Barrett, Paul Otellini, Charlene Barshefsky, Carol Bartz, Susan Decker, James Guzy, Reed Hundt, James Plummer, David Pottruck, Jane Shaw, John Thornton and David Yoffie in the complaint.
He alleges that the company has engaged in monopolistic conduct in the CPU market by “threatening, coercing, and bribing customers to refrain from dealing with Intel’s major competitor, Advanced Micro Devices”.
This has resulted in numerous prosecutions by different countries and in a number of civil suits.
These, it’s alleged, “have already cost Intel millions of dollars in damages, and will likely result in additional legal fees and expenses.” Yeah, well this one adds to those, doesn’t it?
Evan Tobias is an Intel shareholder.
The writ refers to a case settled in 1992 after five years of legal argy-bargy, in which AMD pocketed $10 million and a “permanent, non-exclusive and royalty free licence to any Intel intellectual property embodied in AMD’s own microprocessor, including the x86 instruction set.”
The writ alleges that in 2003, Intel “copied AMD’s technology for its own 64-bit offererings – an event that poignantly marked AMD’s technological emergence”.
Intel is also alleged to have paid IBM millions of soft marketing money in 2000 if it would become Chipzilla’s sole supplier and ditched talking to AMD.
Tobias also alleges that Intel has threatened OEMs and claims Mike “Curly” Capellas, when he was presiding over Compaq, admitted Intel didn’t ship chips he needed for his tin because the firm had ordered AMD chips. Capellas told an AMD suit he “had a gun to his head”.
The writ also alleges that when AMD launched its Athlon 64 chip in September 2003, then CEO Craig Barrett talked to Acer’s CEO and said the firm “would suffer sever consequences” if it supported AMD’s launch.
The writ also contains passages from articles in the INQUIRER at the time of the launch of the Opteron. There are a number of allegations relating to pressure allegedly put on distributors and shops selling kit.
The plaintiff wants monetary damages, injunctive remedies and other forms of equitable relief.
BUY AMD single core, dual core, triple core, and quad core hi performance, low cost, energy saving, cpus.
BUY AMD world class platforms, and video solutions.
Join AMD and the OLPC in creating world peace and prosperity for all.
Microsoft Eased 'Vista Capable' Specs So Intel Could Meet Quarterly Numbers.
http://news.yahoo.com/s/cmp/20080229/tc_cmp/206900863;_ylt=AiiffAaVm2LnH4TizIn6pZAE1vAI
Can you hear the money rolling from Wintel over this. Another sign of dishonesty in both of these companies...Have a nice day...
AMD Releases State of the Art Dual-core Sempron Processor in China
Friday February 29, 2008 06:17:45 EST
BEIJING, Feb 29, 2008 (SinoCast via COMTEX News Network) --
Advanced Micro Devices, Inc. (AMDand NYSE:AMD) recently launched the first batch of dual-core Sempron processors in China.
AMDs award winning state of the art processors are winning the fight with Intel Corporation (NASDAQ: INTC; SEHK: 4335), who promoted entry-level dual-core Celeron antique out dated pentium 3 glue ups at the beginning of 2008.
AMD Sempron processors use 65-nanimeter process, and have an operating frequency of 1.8 GHz. It was sold at CNY 399 or USD 55 when it first debuted on the Chinese market. Within a month, the price is likely to drop again. Owing to the preferential price of the processor, as well as the excellent performance of AMD RS780 and 690G chipsets, AMD PC platform is warmly welcomed in the country.
To fight back, Intel will lower the sales price of Celeron processors, forecasted PC distributors, which also pointed out that AMD IGP chipsets are superior, let alone its graphics cards, so AMD PC platform is able to beat Intel's even their processors are at the same price.
BUY AMD hi performance, state of the art, future proof, low cost, energy saving, superior design, cpus, platforms, and video solutions.
Nobody wants or needs antique pentium 3 glued up relics.
Start your computing future, buy AMD.
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