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To: Mahmoud Mohammed who wrote (259708)	4/14/2009 5:11:36 PM
From: Elmer Phud	of 272367

Nice way to treat your customer. Ex-customers I would think. Remember, these customers that AMD is dragging through the gutter know if they were abused by Intel or not. AMD can't fool them with wild accusations and trash talking. They know what did or didn't happen. AMD is the one fishing here and they're saying enough already! It's becoming clear that AMD has burned so many bridges in their attempts to dig up dirt where none exists that one has to wonder if they've already given up on continuing as a meaningful player in the x86 market. Solid customers relations are a cornerstone in a economic moat that any company seeks to build. AMD is trashing the very customers they seek while Intel is cementing future relations with the very customers AMD claims were coerced by and co-conspiring with Intel. What a way to run a business.

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To: tecate78732 who wrote (259713)	4/15/2009 7:12:50 AM
From: Dan3	of 272367

Atom, Intel's highly hyped version of AMD's Geode seems to be failing. People buy these things that are basically oversized cell phones that can't make phone calls under the misapprehension that they are PCs. I was in a meeting yesterday and some poor sot pulled out his "cool" netbook with Intel Atom CPU and tried to demo some software. It was embarrassing for everyone. The POS could barely run a not particularly complex web site. As more people see these things in real life instead of just falling for Intel's hype and manipulated benchmarks that indicate adequate performance, netbook sales are failing. Intel's revenue from its line of low-end Atom microprocessors fell more during the first quarter than other products, according to the chip maker's first-quarter results. While the average selling prices of all CPUs (central processing units) remained unchanged compared to the fourth quarter of 2008, sales of Atom processors and related chipsets experienced a sharper decline than Intel's overall CPU and chipset sales, the company said. First quarter sales of Atom processors and chipsets totaled US$219 million, a drop of 27 percent compared to the fourth quarter, according to the company's first-quarter financial results. By comparison, overall sales of processors and chipsets declined 13.5 percent during the same period, dropping from $8 billion to $6.9 billion during the same period. pcworld.com

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To: Dan3 who wrote (259714)	4/15/2009 9:36:04 AM
From: eracer	of 272367

Re: As more people see these things in real life instead of just falling for Intel's hype and manipulated benchmarks that indicate adequate performance, netbook sales are failing. Where is your link comparing Q1 09 netbook sales to that of Q4 08 to prove that netbook sales have dropped significantly more than would be expected due to seasonality? Or are we just supposed to take your word for it? Here is what Intel said in their earnings call: seekingalpha.com So what we saw in the first quarter was continuing good sales of netbooks in terms of sales out, but they were living off some inventory that was built in the fourth quarter. My sense of that is approached equilibrium at this point in time as well. It was embarrassing for everyone. The POS could barely run a not particularly complex web site. The AMD 780G is choppy in many new games. Performance is far worse than what can be found on a $50 video card. Therefore AMD integrated graphics = failure (according to Dan3 logic). It's not surprising that there are (flash) websites that don't look particularly complex, but don't run well on low end systems. My Athlon XP 1700+ is a faster CPU than Atom in most cases, and yet the XP can become noticeably choppy in certain pages. And of course you take one case and pretend it applies in all situations. Was the website slow because the CPU was underpowered? Or was it because the computer was short of memory, short of hard drive space, infected by a virus or malware, trying to run anti-virus in the background, or perhaps a problem with the web server, bad network connection, etc. I suppose that everyone will have to take your word for it that word has gotten around that Atom and netbooks are junk, so no one is buying them anymore.

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From: Elmer Phud	4/15/2009 2:18:40 PM
	of 272367

AMD releases another notebook roadmap, does not release Fusion chips by Nilay Patel, posted Apr 15th 2009 at 1:47PM Well, well, a new AMD roadmap promising a superior hybrid CPU/GPU chip sometime in the distant future. That doesn't sound like the same old vaporware refrain we've been hearing about Fusion since 2006 at all, does it? Yep, everyone's favorite underdog is back in the paperwork game, and this time we've got a sheaf of pointy-eared details on the company's upcoming notebook plans, all culminating in the "Sabine" platform, which is wholly dependent on Sunnyvale actually shipping a mobile variant of the delayed Fusion APU in 2011 once it finds the Leprechaun City. In the meantime, look forward to a slew of forgettable laptops getting bumped to the "Danube" platform, which supports 45nm quad-core chips, DDR3-1066 memory, and an absolutely shocking 14 USB 2.0 ports. Ugh, seriously -- does anyone else think AMD should suck it up, put out a cheap Atom-class processor paired with a low-end Radeon that can do reasonable HD video output, and actually take it to Intel in booming low-end market instead of goofing around with the expensive, underperforming Neo platform and a fantasy chip it's been promising for three years now? Call us crazy. engadget.com

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To: Dan3 who wrote (259719)	4/15/2009 3:55:54 PM
From: wbmw	of 272367

Re: People think atom based "netbooks" are PCs and they aren't PCs. Why not? What do you define to be a PC? Re: Atom sales fell more than other Intel product sales - that's from Intel's conference call. To be more precise, Intel stated that they sold fewer Atoms in the quarter, but also that the sell-through in the market was about flat sequentially, in what is seasonally a weaker quarter. The sell-through relates to the number of Atom based devices actually sold, and these volumes were maintained by the over-built inventory of Atoms sold in Q4 - not because Intel was careless in stuffing their customers full of parts, but because the vendors themselves ordered that many, because they projected more demand than there actually was. Intel also stated that now they believe the situation has been corrected. If Intel is wrong, then you would expect sales of Atom to continue to languish in subsequent quarters. However, I think you're making a big deal out of one data point, while ignoring some very important supporting data, and using that to come to an apparently wrong conclusion.

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