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To: dougSF30 who wrote (253373)6/18/2008 2:13:41 PM
From: DRBES
of 273401
 
i am actually starting to think that intel is a very good short here and i tend to never think of it as a short; things may be about to change very rapidly in AMD's favor

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To: DRBES who wrote (253374)6/18/2008 2:35:48 PM
From: dougSF30
of 273401
 
DRBES, if you didn't mean that as a joke, then for your own financial health, I would strongly advise against.

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To: DRBES who wrote (253374)6/18/2008 2:50:55 PM
From: b4dt4ste
of 273401
 
think that intel is a very good short here

Please post your INTC trades in real time.

I sold INTC Jan 2009 $22.50 puts last week to try to buy their shares at ~$19.90.

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To: b4dt4ste who wrote (253376)6/18/2008 2:59:04 PM
From: DRBES
of 273401
 
Intel 'Harpertown' chip rules supercomputer list: crave.cnet.com

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To: Dan3 who wrote (253366)6/18/2008 3:58:55 PM
From: combjelly
of 273401
 
"You'd think they could have included basic OOP, but instead the thing is stuck with in-order processing like an early VIA CPU."

They could have, but that would have meant a larger die and use more power. For the market that Intel is aiming it at, cost is a bigger factor and power consumption is a bigger factor than raw performance.

The original poster tried to make the point that an Atom would outperform an underclocked Sempron. That almost certainly isn't the case.

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To: eracer who wrote (253368)6/18/2008 4:25:25 PM
From: combjelly
of 273401
 
"Are you worried 1GHz 8W "AMD BGA CPU" and a 2GHz 45W Sempron are competing in the same market?"

I am not worried about it. But AMD might.

"And how could it possibly be a drop-in replacement?"

A drop in replacement in the sense of a low cost motherboard with CPU.

"If AMD has to price bomb, doesn't that mean the entire "AMD BGA" concept is already a failure for AMD?"

Not really. BGA packages are considerably cheaper than the AM2+ ones. Which is why they are so popular on low margin devices. In addition, they get to sell a M690T and a SB600 or SB700.

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To: combjelly who wrote (253379)6/18/2008 5:41:04 PM
From: eracer
of 273401
 
Re: I am not worried about it. But AMD might...A drop in replacement in the sense of a low cost motherboard with CPU.

AMD better recall and stop production of all of their single-, dual- and tri-core CPUs then, because they are cheap drop-in replacements for quad-cores.


Not really. BGA packages are considerably cheaper than the AM2+ ones.

You can't have it both ways. First you claim that AMD might worry about lower priced AMD BGA CPUs replacing Semprons, then you claim price bombing isn't much of a problem because they are cheaper to produce than Semprons.

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From: eracer6/18/2008 6:14:26 PM
of 273401
 
AMD has a winner with the HD 4850:

hardware.fr

Somewhat better performance than NVIDIA's recent champion, the GeForce 9800GTX, but with a very attractive price tag of only $200 or so. Too bad AMD didn't have this six months ago before the market was flooded with the GeForce 8800/9600/9800 series cards.

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To: eracer who wrote (253381)6/18/2008 6:50:03 PM
From: Dan3
of 273401
 
Some very interesting posts on VEX and SSE5

aceshardware.freeforums.org

aceshardware.freeforums.org

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From: gvatty6/18/2008 7:36:59 PM
of 273401
 
top500.org

AMD chips in 3 of the top 5 supercomputers. (#1, #4, and #5)

Intel chips in 3 of the top 10 supercomputers (#7, #8, and #10)

Not bad for an inferior, poorly run and almost bankrupt company.

They must make better chips for supercomputers than Intel.

Maybe Intel should string together more of those $39 Itanium 2 chips.

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