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   Technology StocksAdvanced Micro Devices - Moderated (AMD)


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To: Elmer Phud who wrote (218568)12/2/2006 6:24:39 AM
From: mas_
of 275872
 
A marketing counter to the QX range.

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To: dougSF30 who wrote (218555)12/2/2006 6:36:51 AM
From: j3pflynn
of 275872
 
Doug - re: "How exactly will a 4S server benefit relatively more from the upgrade than a 2S server? Other than simpler 4S systems from an extra HT link, I can't think of anything."

You don't think 4 socket servers are more likely to be used in situations where Barcelona's capabilities would be more fully utilised? Not to mention to make more money for AMD, especially while production ramps? I guess Intel should stop selling all those quad core Xeons, and just sell them as consumer Core 2 Quads, eh?

Now you're in denial, either that or you have blinders on.

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To: dougSF30 who wrote (218559)12/2/2006 7:21:05 AM
From: mas_
of 275872
 
You can maintain it all you want it does not make it true. Yeah let's intro our new quad at $500 so doug can beat his chest about how many we can make ... not. K8L, like K8, is primarily a server chip and will show what it can do best at 4 and 8 socket. It's called marketing. It's quite funny as you seem to think the opposite about AMD's 65nm, that it should be introed at the high end and not at the low end skus and when AMD say that it's because they want to ramp it up quickly you call them liars and yet you give the same reason yourself ! On the subject of courtesy you would be well advised to take your own advice. How much money did AMD and their execs make you ? Did they get incompetent overnight ? Yet you are just not giving them any slack, appreciation or benefit of the doubt and calling them barefaced liars when they make reasonable logical statements. It reflects very badly on your character when you demonstrate such behaviour. I give even complete strangers the benefit of the doubt yet you are not extending that basic courtesy to those who have already proven themselves and enriched you already, sheesh !

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To: mas_ who wrote (218546)12/2/2006 7:46:46 AM
From: Rink
of 275872
 
Mas, re: What a complete load of imaginary twaddle you just made up there, all of it, do please keep taking the happy blue pills because the end results are highly amusing.

Please talk arguments instead of emotion. Let's go over DougSF's post and see if your above reply was a normal one.

1. Early next year? Nothing more at A-day? I guess they want another spin first?
I too think AMD needs another spin e.g. to get the frequency up to launch speeds in order to provide real benchmarks applicable to the top launch speed. Is this thought from Doug (and me too) really so weird that you need to insult him?

2. This makes the launch sound like a "trickle launch".
Well I think it's more of a full launch as I think all products from the 8000 series down to QC FX will be launched within the timeframe of some 4 months (8000 first, then 2000, then 1000 which presumably coincides with QC FX which according to a previous article is due Q3/07). Still they start with the lowest volume product which is at least a reason to call this a trickle launch. I would not call it like that personally, but I'm an AMD investor, so I understand that my point of view differs from Doug's. Again: I know there's a multitude of reasons (real reasons and wrong reasons incl $$) why I am looking at the raw diamond called the truth from a different angle.

3. I guess it makes sense, given the cost involved with producing functional 300mm^2 dies
When ramping any new die it makes sense to start with the lowest volume high value products, especially so when the die is large to begin with. A later post of you mentions that Barcelona is 286mm2 (that's the figure I was just looking for btw, tx). It's only a 5% difference with the 300mm2 that Doug mentioned. The 300mm2 was only a slightly roughish estimate that Doug and Paul talked about yesterday and fafaik it was found reasonable then. So where in this do you find a need to create another insult?

4. "We really think that the sweet spot for Barcelona is four-socket machines, since these boxes have the kinds of workloads that can take the best advantage of threads and cores" ...
That last quote is funny. A bunch of baloney, instead of the real reason.

AMD is right to say Barcelona will see most advantage in 4S because that's where HTT3 improves bandwidth and latency the most. Still I for one agree with Doug it has a lot to do with ramping a low volume high value product, especially when it's large. I think there are many more here that see both arguments (AMD's and Doug's).

DougSF has left out the insults in his posts to you. I've requested you to do the same yesterday (no posts insulting each other without hard data; the volume of those is way too high). I'm asking you kindly one last time. I'd for instance appreciate it if you would reply to this post without insulting Doug without prove.

Thanks,

Rink

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To: Rink who wrote (218578)12/2/2006 8:08:55 AM
From: mas_
of 275872
 
1. You can't get another spin in a month. Imaginary statement.

2. Imaginary speculation when a performance reason has already been given and I added marketing as another important one.

3. The cost of making a 286 sq mm die does not change during it's lifetime so what difference does that make to what is released first or last ? More imaginary baseless bashing.

4. More imaginary baseless bashing with no technical counterstatement to the statement bashed.

I didn't think I insulted him in the first place but just attacked his statements but there you go :-(. Can't you disagree vociferously with someone now ?

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To: j3pflynn who wrote (218576)12/2/2006 8:11:51 AM
From: Rink
of 275872
 
Paul, Just to add: HTT3 will improve latency and bandwidth the most in 4S systems, a bit less in 2S systems, and in 1S systems there will be virtually no benefit.

Regards,

Rink

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To: dougSF30 who wrote (218540)12/2/2006 8:23:50 AM
From: niceguy767
of 275872
 
Seems like 60M or better CPU's will be sold in Q4 and that the market isn't all that fond of P4.

Leaves the door wide open for AMD product it would seem...and AMD has been pressed to meet demand.

Shaping up for a real nice AMD Q4, especially if those 65nm products surface in this last month of the quarter!

AMD CPU Q4 revs of $1.5B anyone?

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To: niceguy767 who wrote (218581)12/2/2006 8:45:31 AM
From: tecate78732
of 275872
 
The last door perhaps. I suspect Core Duo is selling better than you would like to think.

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To: dougSF30 who wrote (218555)12/2/2006 8:45:44 AM
From: Plissken
of 275872
 
More memory bandwidth.

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To: mas_ who wrote (218579)12/2/2006 8:47:01 AM
From: combjelly
of 275872
 
"1. You can't get another spin in a month. Imaginary statement."

It depends. If the problems have been quantified and can be addressed in a few of the metal layers, then 1 month isn't totally out of the question. Albeit really, really tight.

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