AMD NDAs the press again!

[darious00777]

Taco is cool . hes well liked and well intended.

Just keep him out of threads about servers, and all will be well. :lol:

Is Greaper08 really RobX2? I remember he was trying to sell me RAM one time, that's about all.

 

[Slobogob]

I wish I had the confidence that you do. But after all the disappointing delays over the past few months I just can not feel that way anymore. Starting to wonder if I should have spent more money and built around an E4300 instead.

Well, knowing AMD's history of sensationalism, I think they are trying to build tension and releasing a big surprise --- or, perhaps they just can't get it to yield or perhaps the rumor mill is wrong about B0.... who knows, but considering who important this product is to their future financial health, I doubt we will see anything less the high quality.

Jack

I was reading somewhere that AMD is sitting a ton of K8 parts right now, due to weak demand + overcapacity in 1Q07 (and presumably 2Q07). Could it be that AMD is giving the market time to work off excess inventory before they glut the market with new product?

That's a neat idea in that AMD would be preying on the foolish while ramping Barcy to high volumes to meet expected demand. This is kind of the opposite of Intel, where Intel released the great product first, then moved P4 prices down aggressively in order to clear inventory. Unfortunately, AMD is pretty desparate for cash. To withhold product announcements due to ramping would be an incredibly risky path (especially when you're significantly behind technology wise). Regardless of their plan, they are betting the company on Barcy success.

AMD Inventory is up according to AMD in their conference call so we do know they are sitting on alrge stockpile of K8 parts. If they were to release Barcy specifications today what does that do the value of those K8 parts in inventory? Withholding product announcements due to ramping is an risky path but they have the 20/20 hindsight of seeing what Core2 did to Pentium prices Intel was nearly out on the street corners giving them away it's probably the best corporate decision even if we don't like it.

This is a very interesting argument and the first reasonable one for the delays i heard so far. I doubt that they would stock up on Barcelona though. They cut the prices way too often. The overproduction they had and the stockpile would´ve to be gargantuan since the desktop version of barcelona won´t hit the market for some more months. If they did that, i´d buy a single AMD stock, just to be present at the next AMD shareholder meeting to assassinate the managment. I think i´ll shove down K8s their throats until they explode...

 

[Slobogob]

if AMD gets to 2.9 GHz on Barcey, with a 4x4 platform running two 2.9 GHz Agena FX, this will be something very special.

That´s a big "if" and we still have to see if it´s the "short bus" kind of special or the "whoa" kind of special.

 

[Slobogob]

you been drinking? 😛

Indeed, but only Coke. Many of them i´ve to admit. Perhaps too many. :?

 

[CaptRobertApril]

Moles are highly illegal; fed illegal. If Intel was stupid enough to plant a few I would hope they get busted and pay AMD billions. One sniff of that kind of activity is all it would take for me as an investigator ,to go for the kill; and make it quick and decisive.
Lucky for Intel and AMD I am not. I would slam either of them so hard their ancestors would feel it.

Sure, they're illegal, but that means very little in the corporate world. I once had a Fortune 500 CEO tell me (in confidence, hehehe) "there isn't a corporate executive in this country who doesn't commit an indictable offense every single day." 8O

 

[dasickninja]

You know, Intel has gotten away with so much stuff, like trying to destroy AMD into the dirt (sure, it's business, but you don't see many other companies absolutely trying to destroy their opponents;

Umm, I'm going to have to call bullshit on that one. Go study the history of business, my foolish young apprentice. I need not mention Standard Oil and myriads of other businesses in the lead to see the error in that statement.

and something to note is that AMD never did that when they were in the lead),

AMD never had the chance or the capital to do so. When they were in the "lead" Intel still out sold them. Don't believe me? Take a look at how many schools, businesses and government institutions use Pentium 4's compared to Athlon64's. Performance lead does not mean a business lead. And even if they were, I assure you, my friend, they would have definitely tried. Don't confuse the underdog position for the moral one.

I really want to see Intel attempt some espionage and get caught for it.

Why would they need to do that? Intel can go and freely access any tech that AMD is building and researching and vice versa. Remember, AMD, by way of a very needed and absolutely justified court case, forced Intel into an agreement in which the two companies are allowed to use each other's instruction sets, tech and all that other gravy goodness. Not to mention Intel's R&D budget alone costs more than AMD is worth. :mrgreen:

 

[halbhh]

While at times the constant Intel press releases have seemed like Intel is out to destroy AMD, I think it's more only that Intel employees wanting to keep jobs and trying to shove their own product (various segments) out quickly and successfully so that they won't be the ones that get the axe. If AMD gets above 27% or 30% (not exact numbers) and stays up there, the only way Intel could avoid layoffs is if world demand for cpus is strong enough. That could happen in any case, but isn't a sure thing, of course. Nonetheless, the price cuts on dual cores have really created a new regime IMO. I think the vast number of single core machines out their now have a more rapidly ticking clock on their obsolescence. I think both chip makers need to just pretty much discontinue single core in all but a few speciality applications.

 

[halbhh]

Yeah, I really think so too re the advantage of having a competitor. Best for Intel is to have AMD about where they've had them! That is, strong enough to prevent some nation (China or Taiwan) or big company (Samsung) from starting an intitiative (with government money of course!) to take a share of an overly lucrative monopoly market.

Another way of seeing this: AMD has helped push Intel enough that it would be difficult for new companies to catch up easily.

 

[CaptRobertApril]

It would seem to be logical that with Intel's massive bank account and the thousands of AMD employees in "a position to know" that there would be some hanky panky going on. It's inevitable. Hector's NDAs are just a hype move.