The AMD Execution Thread [2007 - 2017]

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Read that last part more cafefully. The 9900 SKU has been cancelled, but a 2.6GHz quad core Phenom has not. They're simply going to release a B3-rev part as the 9950 instead.

Yes, but much, much later. That's the point. And that's awful. We were expecting these parts on Q2. Who can say to investors that they can succeed, if AMD's part are delayed all the times.
 
Yes, but much, much later. That's the point. And that's awful. We were expecting these parts on Q2. Who can say to investors that they can succeed, if AMD's part are delayed all the times.

How is the next quarter "much much later"? Yeah I know they should've been out in Q4 (or even Q2) last year, but that has since been revised to Q2. A delay of another 3 months isn't that much in the scheme of things.
 
I actually think quad core phenom has been a success for AMD. Why? Because I was in Best Buy the other day and saw a 9600 based phenom desktop retailing for $749. That's a damn good price and something I would highly recommend to casual buyers if asked. The extra two cores are a big deal imo, and that's priced at a lot of dual core level.

The only Q6600 rig I saw was around $1500. I know the MSRP on the chips is only some $80 difference, but that probably translates into a couple hundred at retail, combined with the motherboard probably being more expensive on the Intel. I'm sure the Q6600 rig was specced better as well but the base is what matters.

For the bad news for AMD I noticed Newegg had a 8800GT model down at $239. The same as the cheapest 3870. At that price it's a real win for Nvidia.
 
No.

AMD Phenom 9600 = $251
Intel Core 2 Quad Q6600 = $266

MSRP doesn't mean much when the chips sell at different prices. Newegg has the Phenom 9600 for $225, and the Q6600 for $280, so your "MSRP" figures (which aren't anyway) have no bearing on this matter.
 
MSRP doesn't mean much when the chips sell at different prices.

Yea, I know that. I was only correcting him where he said the difference in MSRP was "some $80" as it isn't the case. That's all.

your "MSRP" figures (which aren't anyway)

What do you mean by they aren't?

AMD's official pricing

Intel's official pricing*

* I'm putting a google-cache link as the PDF for Intel's processor price list, apparently, isn't available for download ATM.
 
Yea, I know that. I was only correcting him where he said the difference in MSRP was "some $80" as it isn't the case. That's all.



What do you mean by they aren't?

AMD's official pricing

Intel's official pricing*

* I'm putting a google-cache link as the PDF for Intel's processor price list, apparently, isn't available for download ATM.

Hmm, I guess I assumed that AMD had revised their MSRPs since Phenom is selling for so much less than it was announced at, let alone in comparison to what it was originally intended to sell for.
 
How is the next quarter "much much later"? Yeah I know they should've been out in Q4 (or even Q2) last year, but that has since been revised to Q2. A delay of another 3 months isn't that much in the scheme of things.

That's the point. It is not a great deal, but it is always like this. A delay. And with a generation that is outdated. They should just skip 65nm.
 
That's the point. It is not a great deal, but it is always like this. A delay. And with a generation that is outdated. They should just skip 65nm.

They've been on 65nm for quite some time already. They've been selling X2s on 65nm since December 2006. Considering just how massive Phenom's dies already are, they couldn't exactly have pulled it off @ 90nm. I agree that 65nm has been one of AMD's least impressive nodes thus far, and it is more SSDD from them, but 45nm is coming along nicely by all reports thus far, and will play a large part in AMD's ability to return to profitability this year. I agree that the delay of Phenom 9900 parts from Q4 '07 to Q3 '08 is quite large, and with 45nm looming it does seem somewhat pointless, but better late than never.
 
Update: Dell to Stop Selling AMD-based Inspirons Online

DailyTech initially posted the following:

It appears that the AMD-Dell relationship may soon be coming to an end – at least online. Dell was rumored for years to consider switching to AMD processors for its computers, but the company constantly denied the rumors.

Dell finally broke the news to the world in May of 2006 when it announced that it would sell AMD-based servers to the public. The company followed with AMD-based desktop and notebook computers.

All seemed to be well with the AMD-Dell partnership -- until now. Dell appears to be in the process of removing AMD-powered machines from its website. Although machines like the Latitude D531, Vostro 1000, and Optiplex 740 are still currently available online, Dell put this cautionary note at the top of the search page for anyone looking for an AMD system:

Shop for Dell computers with AMD processors in retail stores. See our retail partners for details.

Computers with AMD processors are not available online.​

This move would be a big blow to AMD, which relished the opportunity to partner with a big-name OEM like Dell -- a company that it tried for years to crack.

But have since updated it to include:

Updated 2/8/2008
We recently spoke with a Dell representative Anne Camden who wished to clarify the recent happenings on Dell's website. First of all, Dell has since removed the "Computers with AMD processors with AMD processors are not available online" disclaimer from its website. Whether this was a slip-up on Dell's part remains to be seen.

Secondly, Dell Latitude, Vostro and Optiplex systems using AMD processors will continue to be made available on Dell's website.

Finally, AMD-based Inspiron notebooks will no longer be offered on Dell.com. Only the Energy Star 4.0 Inspiron 531 desktop lives on through Dell.com. Inspiron notebooks and the rest of the Inspiron desktop family will only be available from retail stores such as Wal-Mart and Staples.
 
I wonder if that has more to do with Wal-mart than with AMD. I've noticed my local walmarts have loaded up on the AMD based PCs and Notebooks, perhaps they don't want to compete with Dell.com or perhaps its the other way around and Dell doesn't want to compete with wal-mart.
 
I actually think quad core phenom has been a success for AMD. Why? Because I was in Best Buy the other day and saw a 9600 based phenom desktop retailing for $749. That's a damn good price and something I would highly recommend to casual buyers if asked. The extra two cores are a big deal imo, and that's priced at a lot of dual core level.

I'm not really sure selling a big monolithic quad-core at dual-core prices really counts as a win.

At that kinda price point I think most people would benefit from more being spent on the surrounding components rather than moving from dual to quad-core.
 
AMD is very seriously moving towards building that new FAB 26 at Luther Forest. This evidence is growing stronger everyday. Look at here, for example: http://www.bizjournals.com/albany/stories/2008/02/11/daily46.html

Given the actual situation of AMD, don't you spending 2 billion dollars is suicide? Or are they trying to get into the FABLESS business? If that's the case, they would be scaring away their partners in the GPU business... Unless they can do it all by themselves.
 
AMD is very seriously moving towards building that new FAB 26 at Luther Forest. This evidence is growing stronger everyday. Look at here, for example: http://www.bizjournals.com/albany/stories/2008/02/11/daily46.html

Given the actual situation of AMD, don't you spending 2 billion dollars is suicide? Or are they trying to get into the FABLESS business? If that's the case, they would be scaring away their partners in the GPU business... Unless they can do it all by themselves.

Not if that promised 1 billion tax break for building it there goes through.
However, i still question the rationale for such a huge commitment when they have FAB38 and FAB36 (if FAB30 was effectively converted to FAB38, that is...).
Money doesn't grow on trees.
 
Not if that promised 1 billion tax break for building it there goes through.
However, i still question the rationale for such a huge commitment when they have FAB38 and FAB36 (if FAB30 was effectively converted to FAB38, that is...).
Money doesn't grow on trees.

In fact it is 1.2 billion for a 3.2 billion FAB. I already discounted that value. It is 2 billlion really. Some say AMD has 3 billion in debts, I cannot find support for that though. But anyway, by building that fab, their debts would surpass its market caption (I dont know what would be the consequence of this, though).
 
But anyway, by building that fab, their debts would surpass its market caption (I dont know what would be the consequence of this, though).

Yeah, i can't see the wisdom of it either.
Maybe they're trying to build this one really quick, so that they can kill their German operations because they're bleeding too much money in the long term (German workers are very expensive, it's true), i don't know.
If that happens, one thing is for sure: Nokia won't be the only one targeted by boycotts and claims to return their tax incentives.

Still, it all looks a bit far-fetched at the moment.
 
Yeah, i can't see the wisdom of it either.
Maybe they're trying to build this one really quick, so that they can kill their German operations because they're bleeding too much money in the long term (German workers are very expensive, it's true), i don't know.
If that happens, one thing is for sure: Nokia won't be the only one targeted by boycotts and claims to return their tax incentives.

Still, it all looks a bit far-fetched at the moment.

What's their alternative? Capacity constrained and trailing in the process race...???
 
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