AMD Logs Off Low-Cost Computers

[NoX]

http://www.thestreet.com/_dm/newsana.../10322115.html

AMD giving up....again.

[nn_step]

Makes sense, considering that AMD is trimming Excess, nonprofit Generating Portions of its business

[NoX]

Considering their manufacturing problems, I think it was more likely an obligatory choice for AMD. In any case, this is another piece of the pie left to Intel.

[nn_step]

How so?
A MIPS based design with less than $0.05 profit PER unit sold
It'll take Billions of Sales just to make up the Development costs it would require

[cky2k6]

Considering their manufacturing problems, I think it was more likely an obligatory choice for AMD. In any case, this is another piece of the pie left to Intel.

manufacturing problems like what? getting a fab up and running is not manufacturing problems, and neither is excessive demand, thats a "problem" many companies would like to have. they would rather sell chips that make them profit, theyre a corporation not a charity.

[Thorry]

Considering their manufacturing problems, I think it was more likely an obligatory choice for AMD. In any case, this is another piece of the pie left to Intel.

AMD isn't having any manufacturing problems

And the chips used in these systems were old Athlon XP cores (Thoroughbred cores) which were produced ages ago...
They are still selling them under the name 'Geode'

This 'news' was picked up some time ago: http://arstechnica.com/news.ars/post/20061112-8201.html

The death of PIC can almost certainly be attributed to the momentum of the much-hyped One Laptop Per Child (OLPC) program, which has announced that its first product will cost only $140 per unit. Executives at AMD aren't shaking their fists at the OLPC, however. The Linux-based laptop is a remarkable achievement in low-cost design, and it just so happens to incorporate AMD technology. Manufactured by Chinese hardware company Quanta, the portable computer features a 400mhz AMD Geode processor, as well as 128MB of DRAM, built-in wireless support, and 512MB of flash memory for internal storage. More details of the project's first laptop were covered by Ryan back in August.

So that's the real reason... now stop making stuff up like this being another piece of the pie for Intel

Intel is still losing terrain on AMD.

Just because Intel has the fastest CPU at this time doesn't mean in the real world. Only in forums where n00bs keep shouting "My Conroe has l33t speed"

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The Uberlow end just isn't ready for the world of SuperScalar Processing

[[XC] Teroedni]

The Geode found in the Pic did not use Athlonxp cores (geode nx)


http://www.amdboard.com/pic.html
The Pic used the Geode GX chip which run at maximum 400MHZ (GX533)

http://www.amd.com/us-en/Connectivit...E10844,00.html



I think Amd discontinued the pic because it sold bad
It was shipped with an extremely castracted windows which could only have a few programs running at one time

However The Amd Gx is not discontinued
http://wiki.laptop.org/go/Hardware_specification

[Thorry]

The Geode found in the Pic did not use Athlonxp cores (geode nx)


http://www.amdboard.com/pic.html
The Pic used the Geode GX chip which run at maximum 400MHZ (GX533)

http://www.amd.com/us-en/Connectivit...E10844,00.html



I think Amd discontinued the pic because it sold bad
It was shipped with an extremely castracted windows which could only have a few programs running at one time

However The Amd Gx is not discontinued
http://wiki.laptop.org/go/Hardware_specification

Hmmm I thought it was the Geode nx, ah well the gx is also doesn't suffer from the X2 AM2 shortage so my point is still valid

[NoX]

I invested both in AMD and in Intel so I try to objectively evaluate the wealth of these companies. It’s in my interest. The last time I checked, compared to Intel (aka the main competitor) AMD is producing at lower yields and with an obsolete manufacturing process. How do you call these? Marketing problems?

I get the feeling that a lot of you like AMD because "it's so cool". Well don’t be fools and look at the reality. Corporate wise things don’t look too bright about AMD, and I am not happy about it. I see Intel several months ahead, including R&D. If you can't accept it then just post in the AMD section of this forums and spare the bashing; I am just stating the facts here.

[nn_step]

I invested both in AMD and in Intel so I try to objectively evaluate the wealth of these companies. It’s in my interest. The last time I checked, compared to Intel (aka the main competitor) AMD is producing at lower yields and with an obsolete manufacturing process. How do you call these? Marketing problems?

I get the feeling that a lot of you like AMD because "it's so cool". Well don’t be fools and look at the reality. Corporate wise things don’t look too bright about AMD, and I am not happy about it. I see Intel several months ahead, including R&D. If you can't accept it then just post in the AMD section of this forums and spare the bashing; I am just stating the facts here.

Funny Considering that AMD still is making Intel's Best its punk in 4P and up markets. Sure Intel right now has the edge on 1P systems but that can't last forever. Anyone else here remember K7(A64) vs Pentium4 (conroe)
it is a cycle. As long as they keep competing I'm happy

[[XC] Lead Head]

I invested both in AMD and in Intel so I try to objectively evaluate the wealth of these companies. It’s in my interest. The last time I checked, compared to Intel (aka the main competitor) AMD is producing at lower yields and with an obsolete manufacturing process. How do you call these? Marketing problems?

I get the feeling that a lot of you like AMD because "it's so cool". Well don’t be fools and look at the reality. Corporate wise things don’t look too bright about AMD, and I am not happy about it. I see Intel several months ahead, including R&D. If you can't accept it then just post in the AMD section of this forums and spare the bashing; I am just stating the facts here.

90nm isn't obsolete, many companies are still using 90nm and even 130nm! Anyways. Since when is a company not switching to a new process quickly a manufacturing problem? AMD has two fabs, intel has many. Intel can close down whole fabs while they convert new ones, AMD can't do that or they would have a massive supply in demand

[NoX]

It is a huge problem if your main competitor, the company from witch you are trying to take market share in order to GROW, has already been producing for months at a faster and cheaper rate than you. Welcome to the corporate world. How much more obvious this can be?

[DilTech]

It is a huge problem if your main competitor, the company from witch you are trying to take market share in order to GROW, has already been producing for months at a faster and cheaper rate than you. Welcome to the corporate world. How much more obvious this can be?

Last I checked, intel's still around from the 3 year raping amd gave them....So why would it be any different with the situation changing hands?

Also, AMD is building more fabs.

[xlink]

I invested both in AMD and in Intel so I try to objectively evaluate the wealth of these companies. It’s in my interest. The last time I checked, compared to Intel (aka the main competitor) AMD is producing at lower yields and with an obsolete manufacturing process. How do you call these? Marketing problems?

I get the feeling that a lot of you like AMD because "it's so cool". Well don’t be fools and look at the reality. Corporate wise things don’t look too bright about AMD, and I am not happy about it. I see Intel several months ahead, including R&D. If you can't accept it then just post in the AMD section of this forums and spare the bashing; I am just stating the facts here.

money is made mostly in the high end server market and hyper transport allows for much better CPU scaling.

k8L and HT3 will make it even worse for intel.

meanwhile on the relatively low profit desktop division intel is dominating and will continue to until k8L is out by which time it will be somewhat more even, then it will be back to intel in another year after that and the cycle will probably continue. I'd expect intel to overtake AMD in the high end server market when it switches to a more efficient system bus and adapts a design with an IMC.

[Thorry]

I invested both in AMD and in Intel so I try to objectively evaluate the wealth of these companies. It’s in my interest. The last time I checked, compared to Intel (aka the main competitor) AMD is producing at lower yields and with an obsolete manufacturing process. How do you call these? Marketing problems?

I get the feeling that a lot of you like AMD because "it's so cool". Well don’t be fools and look at the reality. Corporate wise things don’t look too bright about AMD, and I am not happy about it. I see Intel several months ahead, including R&D. If you can't accept it then just post in the AMD section of this forums and spare the bashing; I am just stating the facts here.

Dude, it hasn't anything to do with "it's so cool".

It's years of experience in the branch. I've got some friends working in Dresden and I can tell you AMD is as far as manufactering goes years ahead on Intel...

Just because they use 90nm (which isn't really true, they've got a couple of production lines at 65nm for quite some time now) doesn't mean anything. They are limited by the equipment they use which you don't just change out in a day. It takes very long to switch it and not something you want to do hastely. The smaller you are the harder it is since you can't shut down a lot of product lines at the same time to switch them.

Investing and switching to a new process takes years, seeing how small AMD was say 3 or 4 years ago and how big it is now you can clearly see as a company AMD is a lot better investment as Intel has been the last 3 years. As for the future we don't know, but it's more likely for a small company to grow then a large company to do so.

Yields are a big secret, but I can tell you the yields at AMD are prolly a lot higher then the yields at Intel. I don't know for sure because it's a big secret and there is prolly no one on this planet that knows the exact yields for both companies. Also the yields depend on a lot of variables, not all are under the control of the companies. A good indicator of the yields is the CPU price, low yields equals high CPU prices. If I look at AMD's prices I can see the yields are fine.

AMD has no problems at all, the only problem is they have to supply a lot of CPUs to Dell so the other partners get caught out in the rain. This is by no means a problem for AMD. All companies would love for their products to be in that high demand. Also: The volume CPUs produced get higher and higher so the problem solves itself.

If you are talking investment wise it's a no brainer AMD is the one to invest in. With the backing of big companies like Dell and the building of new fabs (and overhauling older fabs) makes them a great company to invest in.

It may also be hard to understand for people but the CPU market is a complicated market and having a good or bad product doesn't say anything. If it ment anything we would have seen Intel die because of the P4 (instead it grew and grew).

Also: It doesn't mean anything to lose market share, because this does not mean you are losing anything. It only means you could have sold more but you didn't. Both Intel and AMD will grow a lot in the next few years, so even as Intel is losing market share they are growing. Since financial growth is the only thing that matters to investors both Intel and AMD are good to invest in, AMD would be better because it has more growth potential being a smaller company (that's economics 101).

The ending of the PIC project means nothing, it just wasn't selling and thus they shut it down (as any company would). They are since then involved in the OLPC project which has a lot of AMD tech inside so it's kinda replaced the PIC project.

And because the only shortage at AMD is AM2 X2 CPUs which aren't used in the PIC it has nothing to do with that.

First get your facts straight, then start shouting...

[cky2k6]

I invested both in AMD and in Intel so I try to objectively evaluate the wealth of these companies. It’s in my interest. The last time I checked, compared to Intel (aka the main competitor) AMD is producing at lower yields and with an obsolete manufacturing process. How do you call these? Marketing problems?

I get the feeling that a lot of you like AMD because "it's so cool". Well don’t be fools and look at the reality. Corporate wise things don’t look too bright about AMD, and I am not happy about it. I see Intel several months ahead, including R&D. If you can't accept it then just post in the AMD section of this forums and spare the bashing; I am just stating the facts here.

no theyre not marketing problems, theyre not manufacturing problems either... a problem is something that can be fixed with the current situation, amd cant fix anything since they dont have the fab capacity to just shut down and retool for 65nm and they cant pop it out of their ass. amd will grow alot more than intel will grow in the coming years as companies will gladly expand their amd lines, since more competition means lower prices for them, and inherently us. intel lost its grip, shown by dell's adoption of amd, so as long as amd will produce more and more chips as it brings its new fabs online, it will sell more and more.