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Upside interviews Jerry Sanders of AMD

An Anonymous reader writes "Titled The Last Man Standing, this Upside interview offered an inside view of the bloody war between the two CPU makers from Sanders' point of view. He also talks about upcoming Hammer, flash memory, Transmeta and telecomm bubbles. Somehow I get a feeling that both companies are living under the heavy cloud of Microsoft. Pretty lengthy, but an interesting reading.""

198 comments

  1. Part 1 of the Article by BSDGeek · · Score: 0, Redundant

    After 33 years, the unthinkable is happening: W.J. "Jerry" Sanders III is leaving his position as CEO of Advanced Micro Devices (AMD), the company he co-founded after working at Fairchild Semiconductor (FCS), where he had already established himself as a legendary seller of semiconductor products.

    The "last man standing" appellation is deserved, because, as you'll see in our story, AMD is the last remaining microprocessor manufacturer among the 15 companies that Intel (INTC) licensed as second sources for the Intel 8080 at the beginning of the PC boom in the 1980s and the only real challenger to Intel's total domination of the microprocessor industry.

    Upside: As you look at AMD on your 33rd anniversary, what do you see?

    Sanders: One thing constant through our history is people first; products and profits will follow. All companies pay lip service to that, but it's honored more in the breach than in the action. When AMD started out, circuit design was pretty simple: We had bipolar technology, then we moved to MOS technology, and then VLSI [very large scale integration]. Today, the semiconductor industry is based on process-technology

    leadership.

    We put together a team in 1990 when we brought in William Siegle from IBM (IBM) as our chief scientist. Since that time, AMD has made dramatic improvements. In 2001, we had more than a thousand AMD patents granted, many on process technology. I think that made us number 13 of all the companies in the world in patents [held]. If you consider the fact that AMD is a company of $4 [billion] to $5 billion in revenue, that's awesome. 2000 was our first year of a thousand patents. At the IEDM [International Electron Devices Meeting] in Washington, D.C., we introduced the world's fastest transistor, a 3.3THz transistor. That's faster than Intel's 1THz or IBM's 2THz [transistors].

    See how AMD's stock price has changed over three decades.

    What changes do you see in semiconductor companies generally?

    At one time, you had to have your own fabs. Now you've got this Taiwan and China syndrome. The fab is determined more by the equipment maker and money than it is by the original device manufacturer. The processes are largely determined by the equipment maker--Applied Materials (AMAT) or Novellus [Systems] (NVLS)--which works with the large user of equipment to give them the process they need. That large user was IBM, TI [Texas Instruments] (TXN), Hitachi (HIT), Fujitsu, NEC (NIPNY), or Intel. The big spenders going forward are the foundry guys, TSMC [Taiwan Semiconductor Manufacturing Company] (TSM), UMC [United Microelectronics Corporation], and maybe Grace Semiconductor [Manufacturing Corporation], a mainland China company. So process technology has now become available to everyone through a foundry, except, of course, for memory and high-performance microprocessors.

    Do you foresee more alliances?

    AMD's got the design and process technology base that enables us to make alliances with foundries, or nations, like when China says, "We want to be in this game."

    You recently announced an agreement with UMC of Taiwan, for example. Correct. AMD and UMC have just made a tripartite agreement. The first aspect of the announcement is a straightforward foundry relationship. We are going to qualify a UMC fab to make 130-nanometer [AMD] Athlon processors, with output beginning at the end of this year. That will increase our output by 12 million pieces per year.

    The second part of the agreement is the collaboration with UMC in the development of the logic for process technology, which will allow UMC to produce 65-nanometer technology on 300 mm wafers in mid-2005. The third part of the agreement provides for a fifty-fifty sharing of the ownership of this fab between UMC and AMD, but the intellectual property will belong to AMD. That will give us additional production of 300 mm wafers in the near future, without going to the expense of investing in new fabs.

    So why is Intel building multiple 300 mm fabs?

    Because their die is so goddamned big, they use that space up. If we have a competitive offering, we'll be able to undersell Intel. We'll be the lowest-cost provider, and we can beat them. But right now, what they're beating me with is their treasury, their market-development funds, their sweetheart deals, and their advertising. That's what I've got to overcome.

    What is the future of AMD's business?

    AMD has focused its business into two major areas, with a third one coming, where our technology can make a difference. [First] PC- or Windows-compatible microprocessors. In the future, and even in the present, they're moving into servers and workstations. I'm sure they'll be in games. Intel is the dominant player, with AMD as the only real alternative. [Second] in flash memory, where the same thing is true. You want to have the smallest cell; you want to have the highest performance and the lowest cost. AMD has a mantra: We're going to use process technology to drive the lowest costs. That means simple processes, but, most importantly, it means small dies. When you talk small dies, everybody says, "Yeah," but everybody's based on the international road map, going from 130 nanometers to 90 nanometers to 65 nanometers, and of course they are.

    So how do you differentiate?

    If our metamorphosis in the '90s was to process-technology leadership, and our metamorphosis in the mid-'90s was to become a megafab leader with our Fab 25 in [Austin] Texas and our Fab 30 in Dresden [Germany] with copper interconnects and flip-chip technology, then our new metamorphosis is emphasis on design leadership. Example number one: flash memory. We're doing something called [AMD] MirrorBit next year to double the capacity of a cell without compromising the integrity, reliability, or endurance. Intel has something called [Intel] StrataFlash [memory]. They're basically dividing the charge in half, so there's a compromise in the endurance and the reliability because there's only half as much charge to give the information. MirrorBit is an example of a superior design. All of our flash memories have smaller cell sizes--design excellence like the Athlon processors. We have a design that is only 80 square mm in a 130-nanometer technology, compared with maybe 136 square mm for the [Intel] Pentium 4 [processor]. So we outperform the Pentium 4, and our die size is much smaller.

    Intel's approach is threefold: a PC line of processors, a server line of processors, and a multimedia line of processors. They're a processor company.

    They have over a billion dollars in communications-related circuitry, but they lose over a billion dollars on it. The only place they make money is in microprocessors. In the processor business, only one market matters, and that is the PC market. The PC market is over 135 million units a year and growing--and growing.

    Aren't embedded processors outgrowing PC usage?

    There is no market that uses a single operating system that can compare with 130 million PCs a year. The next closest is games. You can call those embedded, but there's nothing bigger. Automotive? Forget about it. There aren't that many cars built in a year.

    My point is, Microsoft (MSFT) rules. They won. In case you missed it, their operating system drives all of the volume in PCs and is now moving into network servers. If they have their way--and my guess is they will over time--they're even going to move their Windows NT64 into the high-end Unix-Linux domain. So if you can't make it in the PC-processor business, you're screwed, because the volume elsewhere won't enable you to generate enough revenue to support your design effort, your infrastructure-support effort, and your manufacturing.

    Can gate-array or semicustom technology create a successful processor?

    Not a chance. Not in the PC space and not with the performance. If a guy builds a server, he wants performance. And what gives him performance? One of the things is integrated memory on a chip--a cache. What? They're going to put an L2 cache or an L3 cache on a gate array? The chip would be huge, so it wouldn't be cost-effective.

    So what about telecommunications, the cellular market?

    [That's a] whole different deal. We believe that the PC, in mobile and desktop form, will continue to be the hub of the digital universe. Only Intel and AMD have the resources and the technology to succeed. Intel is trying to continue their monopoly, because otherwise their business model doesn't work. They're going to make all their own chips, and they're going to invest in factories, and as they invest, the only way they can get it back is by charging high prices.

    As opposed to AMD?

    [We have] eroded their margin from 48 percent to 24 percent. And, at AMD, we see that the answer is not more factories, but better design.

    Speaking of which, where are next-generation fabs going to be built?

    They're going to Taiwan and China, because those countries want to be in the business and because capital is low-cost there. Wafer fabs today are like steel and automobile factories in the past. Every nation feels that if it's going to be a world player, it's got to have an indigenous semiconductor capability.

    So what happened in Europe, which wanted an indigenous industry?

    They've got it. Siemens [Semiconductors] (SI)--or Infineon [Technologies AG] (IFX), I should say--and ST [STMicroelectronics] (STM). And then AMD in Dresden. Intel is in Ireland and Israel, if you consider Israel [part of] Europe. When you look at the economies, the reality is that very few companies can afford to have their own fabs. In a study by the Goldman Sachs [Group], they determined that unless you're doing about $8 billion of revenue, you can't afford to have your own fab. Very few [semiconductor] companies are doing $8 billion in revenue.

    And what about generations of technology?

    Everyone except Intel will have to be using foundry relationships or joint ventures. AMD is working with its own fab, because we developed the technology. Or [like AMD] you have to develop your own transistors, which is why a foundry like TSMC, UMC, or Grace Semiconductor would want to have a relationship with AMD. We can provide that extra performance in the transistor through our technology development. Collaborations between foundries and leaders in process technology, like AMD, will mean we don't have to make the massive investments in plants. That is an incredible changing of power, because it [means] Intel can't beat me to death with their capital. That era has passed.

    We've got a foundry that's currently supplying us our first samples of a 130-nanometer Athlon processor. We're producing 130-nanometer Athlon processors now, in Dresden. I don't need to be a 100 percent owner of a megafab that costs billions of dollars. Intel has committed $7.5 billion this year to megafabs, because their die size is too big. What they're trying to do is offset the cost disadvantage of a large die by accelerating the move to 300 mm. Even then, their die size is so large that they won't be able to offset my cost advantage. My 300 mm will be done in partnership with someone who values my technology enough to give me an advantageous position. I've done this before in our joint venture with Fujitsu.

    Banking analysts raise the issue that AMD is limited by capacity.

    We'll produce 32 million processors this year. We can produce 50 million when my Fab 30 is at full ramp, which [will be] by the end of 2002. Our issue isn't with producing; it's getting orders away from a monopolist who makes very aggressive deals.

    Talk about your processor lines.

    The desktop processor is the [AMD] Athlon XP [processor]. It's what we are selling against the Pentium 4 on the desktop. We have the [mobile AMD] Athlon 4 [processor], which is the same core but has a dynamic-feedback capability that adjusts the speed at which it runs depending upon the performance required by the application. The higher the speed, the more power it burns, and therefore, the more battery drain. The [AMD] Athlon MP [processor] has a dual processor for servers and dual-processor workstations. We've got the little brother of the Athlon, the [AMD] Duron [processor], for mobile or for low-cost servers. At the end of next year, there will be a 64-bit processor called the "Hammer." That's the internal code name, [and it has] a remarkable capability in that it is based on a Microsoft-supported instruction set developed by AMD.

    I thought Intel dominated the Microsoft relationship.

    We call it x86-64 [architecture]; it supports all of the x86 instructions. We've added 64-bit capability and instructions that Windows NT64 from Microsoft will support. This is unprecedented in history--Microsoft supporting x86 instructions other than those developed by Intel. This means anybody can run existing 32-bit applications with higher performance and move to 64-bit [applications] seamlessly. This is in marked contrast to the Intel approach, which requires developers to go to a whole new instruction set and rewrite all their software. Or, if they want to run their 32-bit software, it will run on an [Intel] Itanium [processor], but at a degraded performance. When we start shipping in 2003, my life's work will have come to fruition: an independent platform supported by Microsoft that will compete with the Intel monopoly.

    Explain that.

    I started the company in '69, but we made our first fixed-instruction set processor in '75. It was the 9080A, which we renamed 8080A because it was a plug-in replacement for Intel's 8080, an unauthorized second source. As a result of that, we negotiated a technology cross-license and patent cross-license with Intel in 1975. Roger Borovoy was [general counsel] at Intel at the time. Leo Dwork was [the director of contracts and licenses], and he worked out the details. We negotiated a 5-year patent cross-license, which was renewed in 1981 on an expanded basis for 12 years. The ill-fated technology exchange threw me into arbitration with Intel for close to six years.

    AMD's first microprocessor was developed in a Chinese wall environment, with a compatible-code instruction set?

    Yes. There wasn't microcode in those days, so it was just knocking off their chip. We took their chip, looked at it, and redid the logic on a smaller die. I remember [Intel Co-Founder and Chairman Emeritus] Gordon Moore said to me, "So what?" The reason he said that was because their price was so high. Intel has always based their products on the fact that they'll be able to command a high price. That's why they couldn't be successful in memory; they've never been successful in any business where cost was a criterion. That's why we're going to win.

    What was the order of events?

    1975 was our first 8080A, an unauthorized second source that resulted in a patent cross-license agreement with Intel and their request that we second source the 8085, because they were losing business to Zilog's Z80. The 8085 was just a second generation of the 8080A. Then they said they didn't want us to do the 8086, and that really annoyed me, because the 8086 was the next generation. So we went to market with a Zilog Z8000 deal.

    In those days, Intel needed a second source for the 8086 to satisfy IBM. In 1981, we renegotiated a deal with Intel that would make us an authorized alternate source with full legal rights. We did that with the 8086, the 8087, and then with the 286 and 287. Then they went to the 386, and there were two versions, and it was at that time that Intel said, "No more. We're not going to give you any more technology."

  2. They seem to have a good business model... by xtermz · · Score: 2, Interesting

    ...with building up strategic alliances and subcontracting out manufacuring, but Intel still doesnt seem to be phased by any advances AMD has made... And i dont know why.. I would like to see somebody do a good writeup comparing AMD and Intel's practices, pointing out the strenghts/and/or weaknesses in both.. so one could get a feel of what makes Intel tick...

    --


    I lost my concept of community when my community lost all concept of me.
    1. Re:They seem to have a good business model... by Anonymous Coward · · Score: 0

      If it's such a great business model, why do they seem to spend more time losing money than they do making money?

      Jerry Sanders is an idiot, and seeing him gone from AMD will be the best thing that ever happened to that company.

  3. Did anyone else read the name as 'Jerry Springer'? by InterruptDescriptorT · · Score: 4, Funny

    Today on Jerry: 'Caught Cheating'!

    Audience: Jerry! Jerry! Jerry!
    Jerry: OK, settle down! Welcome to the show! Today we're talking to computer users who are secretly using better processors on the side!
    Audience: Ooooh!
    Jerry: Let's meet Dan-0411. Dan says that's his work machine has a PIII in it, but there's something going on. Dan-0411?
    Dan-0411: Yeah. PIII, I've been using an Athlon in a laptop on the side, and it's over, Intel boy! She divides better than you any day!
    PIII chip: You (expletive)! (lashes out at Dan, throwing a punch)
    Audience: Jerry! Jerry! Jerry!

    Dan-0411. Get it? Anyone? Anyone? Bueller? Bueller?

    --
    Karma: Excellent Birds (mostly as a result of listening to Laurie Anderson)
  4. Transmeta and the teletubbies!!! by Anonymous Coward · · Score: 0

    Oh, telecomm bubbles. Sorry, I started my weekend a bit early. Never mind.

  5. Competition is good by larien · · Score: 5, Interesting
    ...and I think AMD has shown this. As he says, "they changed because competition made them change. So I'm proud of that. " Up until the K7 (Athlon) came out, AMD and the now dead Cyrix chips were good, budget chips but they never matched the Pentiums in raw performance, at least where it counted for gamers, in floating point. Since the Athlon came out, Intel have had a fight on their hands which they're winning in some quarters (mainly the server arena), and losing in others.

    Intel have the bucks to hand out deals to keep Dell etc sweet and market others into submission, but while AMD keep producing good value chips, they will still have a market amongst those who know better (generally the geeks of the world :) ).

    I hope AMD keep going, but I hope they never crush Intel entirely, otherwise they may fall into the trap of becoming complacent and progress will slow.

    1. Re:Competition is good by BrookHarty · · Score: 3, Informative

      I went with AMD when I saw the benchmarks from average users. The K6 had problems, and made me stay with P2/P3s. Comparing pricing and performance, AMD is better on most accounts. My AMD 1800 is faster than a P4 2ghz in all areas but the 400mhz bus.

      Just check out Mad Onion 3dmark 2001 and looks at the scores, AMD is leading the way on the top machines!

      I might have to get a dual AMD MP machine thou, the prices are coming down, and with newer chipsets for AMD, will make it even faster. 333mhz bus?

    2. Re:Competition is good by RayChuang · · Score: 2

      I am impressed that AMD had the smarts to develop what amount to a from-scratch CPU core using the original NexGen technology to address the major limitations of the Intel Pentium III CPU.

      Look at what was done:

      1. More generous CPU memory cache and more efficient access to that memory.

      2. The use of the EV6 CPU bus, which was much more efficient than any Intel did at the time.

      3. A VASTLY superior FPU core compared to the Intel CPU's.

      I am pretty impressed by the results: the AMD Athlon XP 2100+ running at 1,733 MHz CPU clock speed is roughly equal to an Intel Pentium 4 running at 2,200 MHz CPU in terms of overall performance. That indicates AMD has produced an amazingly efficient CPU core, to say the least.

      I for one can't wait for the even faster Thoroughbred Athlons that will probably take the performance to 2800+ levels as early as the end of this year.

      --
      Raymond in Mountain View, CA
    3. Re:Competition is good by mrm677 · · Score: 0, Flamebait

      Well, I'm a geek...and I've extensively studied computer architecture in grad. school. I won't put an Athlon into an important machine. Its fine for casual desktop use, but in my experience, an Athlon is not as stable as a PIII (I have no experience with a P4). PIII's draw half as much power thus you don't need to worry about a great power supply. You don't need to worry about subtle incompatibilities such as the AGP cache coherence bug. And there are just too many lousy Athlon motherboards out there. That may not be AMD's fault, but its the truth. I know dozens of Athlon users who consistently tell me that their Athlon machine will freeze every few months or so. I've never heard of such a thing with PIII's, that is unless they are using a lousy OS such as Win9x.

      Granted I do in fact use an Athlon for one of my machines and am generally happy with it. I just wouldn't trust it when things really matter (like a server situation or when doing a 10-week numerical computation).

  6. Where Does He Mention Transmeta? by idonotexist · · Score: 1

    While /. provides that the article mentions Transmeta, I read and searched the entire and did not find Transmeta.

    What is spoken of Transmeta?

    --
    "There ought to be limits to freedom"
    1. Re:Where Does He Mention Transmeta? by dohnut · · Score: 1



      There's 2 pages, it was on the second page.

      --
      Stupider like a fox! - H.S.
    2. Re:Where Does He Mention Transmeta? by ultraw · · Score: 1

      The part about transmeta is in the second part, close to the end of the article...

    3. Re:Where Does He Mention Transmeta? by Anonymous Coward · · Score: 0

      What is spoken is that they are basically fucked. Their stock has tanked and they are beseiged by many lawsuits. Intel has basically stomped them, using relationships with manufacturers like Toshiba to keep Transmeta chips from being adopted.

      Which is no big deal, as by the time they made it to market there was nothing much compelling about them anyway. Thanks for supporting Linus anyway, Transmeta. Bye!

    4. Re:Where Does He Mention Transmeta? by Ed+Avis · · Score: 1

      There's a 'part 2' of the article where Transmeta is mentioned. Link at the bottom.

      --
      -- Ed Avis ed@membled.com
    5. Re:Where Does He Mention Transmeta? by justin_saunders · · Score: 1

      Nothing more than what a 4 dollar price per stock ( down from 50 ) says for itself.

      Its on the second page.

      Cheers,
      Justin.

      --

      "My cat's breath smells like cat food." - The Tao of Ralph Wiggum.
  7. Re:Oh god. by Chundra · · Score: 1

    Yeah, that's a big downside of upside. (hyuck hyuck). It's a netscape issue. Makes you wonder about these tech related sites that don't cater to at *least* the most popular browsers.

  8. Too bad he as to leave, cuz he's cool! by gphat · · Score: 4, Funny

    A quote on why Intel is building multple 300mm fabs: "Because their die is so goddamned big".

    Hah! When's the last time you heard a suit say that in a public interview?!?!?

    1. Re:Too bad he as to leave, cuz he's cool! by scotch · · Score: 3, Funny
      A quote on why Intel is building multple 300mm fabs: "Because their die is so goddamned big".

      Hah! When's the last time you heard a suit say that in a public interview?!?!?

      Just the other day, when the CEO of TSR, makers of Dungeons and Dragons, was speaking about why a bigger box would be needed for the next version of the popular game.

      --
      XML causes global warming.
    2. Re:Too bad he as to leave, cuz he's cool! by SaDan · · Score: 1

      That definately made me laugh while reading the article... :-)

      I think we need more people like Jerry Sanders in the computing industry. There certianly would be a lot less BS to deal with!

    3. Re:Too bad he as to leave, cuz he's cool! by Telastyn · · Score: 2

      He's a different sort of CEO from a different sort of time. Back when men were men, and people did not hide behind a veil of nicety to cover up half-truthes and outright lies! or something...

      BTW I believe Larry Ellison is the sort to say similar thinks. The old "fuck yew budday" response and comments.

    4. Re:Too bad he as to leave, cuz he's cool! by foobar104 · · Score: 2
      Back when men were men...


      "...women were real women, and small, furry creatures from Alpha Centauri were real small, furry creatures from Alpha Centauri. Spirits were brave, men boldly split infinitives that no man had split before. Thus was the Empire forged."

      -- Douglas Adams
    5. Re:Too bad he as to leave, cuz he's cool! by BasharTeg · · Score: 5, Insightful

      Yes, Sanders is the bomb. He's an old school SOB who will tell you what he thinks of Intel's "fucking Pentium 4" in an interview. Would you have the balls to say that if you were in his shoes ?

      This man has lead one of the greatest corporate fights in the history of this nation. AMD has had every reason to fail, as Cyrix, Transmedia, IDT (or whatever the WinChip guys were called), etc. Over the years the Intel blowhards have tried to put AMD in the same boat as those failed manufacturers. Most of them are still denying the fact that they called the K7 vaporware, and denied that it would rock the processor industry. Where are you naysayers now ? Would you have a 2 gHz Pentium 4 available if it weren't for AMD and the K7 ? Take the date of the Pentium III 450, add 50mhz for every 6 months since it came out, and tell me if you've reached 2.0 gHz yet, because that's what you would have had if the K7 wasn't there.

      I'm not one of these fools who just roots for whoever is the underdog in any particular fight (Microsoft vs Linux, Intel vs AMD, etc). I find such lemming behavior offensive. Not that you shouldn't like them, but there should be a reason. We owe the past 3 years of breakneck processor development to AMD, both directly through their own products, and indirectly by forcing Intel to work for their money.

      I don't even have to mention the pricing. Those of you out there who had to choose between a Pentium and a K5, you know how much Intel was overcharging.

      Am I anti-Intel ? No. If Intel came out with a better product at a reasonable price, I would buy it. The Itanium is absolutely awesome from an architecural perspective. I am a consumer, I select the best product at the best price (in theory that's how consumers work, heh). AMD currently offers a product that beats Pentium 4s at equal clock speeds, and even at far higher clock speeds the P4 doesn't stand a chance. The P4 is awesome for applications specificly optimized for SSE2, but for everything else it's just empty mhz. The Athlon is faster, cheaper, and runs at a LOWER clock speed to achieve that performance. As long as that is true, AMD will have my support.

    6. Re:Too bad he as to leave, cuz he's cool! by Anonymous Coward · · Score: 0

      Why is running at a "LOWER" clockspeed important to you? Both chips use about the same power at about the same performance level.

      AMD's biggest angle is cost, but that's temporary until their reputation has been fully rehabilitated.

    7. Re:Too bad he as to leave, cuz he's cool! by BasharTeg · · Score: 3, Informative

      Running equal performance at a lower clock speed shows better design and engineering. If you're actually a student of Computer Science, that means something.

      If you're the kind of guy that reads http://www.sandpile.org/ you know what I'm talking about. If you're just a consumer reading about Quake 3 framerates on Tom's Hardware, I guess it doesn't matter. (No offense)

    8. Re:Too bad he as to leave, cuz he's cool! by Anonymous Coward · · Score: 0

      Lots of posturing in that post, very little content and even less insight.

    9. Re:Too bad he as to leave, cuz he's cool! by blair1q · · Score: 1, Troll

      Having an architecture that scales its performance beyond 2 GHz is also better design and engineering. Athlon cores won't get there. They're doing all they can to step them by 66 MHz, pouring R&D money into massaging the timings. If they could keep up to the 100-MHz/step rate, and get ahead of Intel, you bet your ass they would. And they know it won't last as long as Intel's streamlined long-pipeline system.

      AMD is being forced to go to 64-bit just to keep up, while Intel has plans to clock 32-bit P4 to 6GHz and maybe beyond (there are rumors of 10 GHz, but a few 2 GHz parts have overclocked to 3.5 GHz; the trick is doing it to 40% of your yield).

      And then there's the simple fact that AMD cheats on the quiz, getting a look at Intel's innovations in the field before it makes its designs. Anyone can improve on a technology. Creating one is the hard part.

      Before anyone goes cheering about AMD's forthcoming Hammer, remember that it's brand new, and the compilers for it haven't had the same sort of burn-in that Intel's IA-64 compilers have been getting for a year and a half. AMD may get its 64-bit solution to the mass market first, but it won't be stable when the new features are used to their fullest.

      My money is still on Intel.

      --Blair

    10. Re:Too bad he as to leave, cuz he's cool! by BasharTeg · · Score: 2
      Before anyone goes cheering about AMD's forthcoming Hammer, remember that it's brand new, and the compilers for it haven't had the same sort of burn-in that Intel's IA-64 compilers have been getting for a year and a half. AMD may get its 64-bit solution to the mass market first, but it won't be stable when the new features are used to their fullest.

      Certainly Intel's IA-64 compiler will be awesome, that's half the idea of IA-64. But what about the other compilers? What about Borland and gcc? Their support for IA-64 is not so hot. x86-64 is just 64bit extentions to x86, it's not a HUGE divergence that's going to require NEARLY as much R&D as IA-64. That's the advantage of working with what already exists.

      If you think non-Intel compilers for IA-64 are going to be more mature than x86-64 compilers, you're crazy. And because there's not much to do between the x86 and x86-64 compilers (except maybe add some optimizations using new features like RIP relative addressing), they don't need to 'mature' as much as the Intel compiler does.

    11. Re:Too bad he as to leave, cuz he's cool! by baptiste · · Score: 2
      Having an architecture that scales its performance beyond 2 GHz is also better design and engineering. Athlon cores won't get there. They're doing all they can to step them by 66 MHz, pouring R&D money into massaging the timings.

      Maybe not better - its well known that the Pent 4 was DESIGNED to run at higher clockspeed because Intel knew GHz sells. The P4 was designed to do less per clock cycle than the Athlon, plain and simple. That and consider how far AMD has taken the K7, which came out to compete with the PIII, not the P4.

      AMD's next volley is the Hammer and it will scale to higher speeds, but in teh end - who cares? I want performance and could care less what speed the processor runs at.

      The thing that excites me is AMD is going to bring 64-bit computing into the desktop - somethign Intel has no plans to do. Better yet, we get really fast x86-32 processing with x86-64 processing to boot - no it won't happen immediately - of course. But as technology advances, the Hammer could become a standard design (which you can bet Intel will compete with - Yamhill lives for sure) which like a previosu poster said, is a great thing about AMD - they are driving Intel and that combination is resulting in amazing advances (and price reductions) for us consumers

    12. Re:Too bad he as to leave, cuz he's cool! by blair1q · · Score: 2

      Your first paragraph is a baseless denial of what I said.

      Your second is an emotional denial of the reason processors are designed to scale.

      And your third is just wrong. IA-64 will get to the desktop. It is a significant shift in the computing paradigm that has the potential to put 64-bit extension designs to shame. Yamhill is the stopgap to hold off AMD from taking the niche that Intel purposely left open when it invested in the effort to make IA-64 an entirely different system. But in a few years, when AMD is still making Model-T's with convertible tops and chrome-plated starter cranks, Intel will be burying it in Model-A's. AMD will have nobody they can buy in order to subsume a license to the new design.

      And finally, you don't really understand pricing. Consumers have a comfort level for purchasing expensive things. What you're getting isn't lower prices, it's more MIPS for the same portion you were willing to carve out of your savings. Note that AMD actually raised its top-line price range as it began to compare favorably with Intel. Higher prices for AMD's new processors, not lower. Competition isn't as simple as you think.

      --Blair

    13. Re:Too bad he as to leave, cuz he's cool! by tshak · · Score: 2

      I don't care about pipelines, Ln caches, SIMD, Clock speed, bus speed, etc. (okay I do but not in this context).

      The bottom line is, regardless of how much each chip sells for, AMD can build faster chips for the dollar then Intel can. That's where AMD has Intel beat, and that's where it counts.

      --

      There is no longer anything that can be done with computers that is nontrivial and clearly legal. -- Paul Phillips
    14. Re:Too bad he as to leave, cuz he's cool! by sean23007 · · Score: 2

      Take the date of the Pentium III 450, add 50mhz for every 6 months since it came out, and tell me if you've reached 2.0 gHz yet

      That's linear advancement. Seeing as you're obviously very involved in the processor arena, you must have heard of a little thing called "Moore's Law," which states that processor speed will increase by a factor of 2 every 18 months. This is certainly not "50MHz every 6 months." Intel had been able to do it for X years before AMD was around, and there was really no evidence suggesting their inability to continue that trend.

      AMD did not force processors to the speed at which they currently are, they forced the price. Competition is good, especially for the consumer. AMD has not forced Intel to improve performance at a faster rate than it would have, but it has forced Intel to improve their performance/price ratio.

      Moore's Law will be broken, but not because of any monopoly, and not because of any individual company's complacence. It will be because of the physical constraints on transistor technology, and even that obstacle will probably be overtaken.

      --

      Lack of eloquence does not denote lack of intelligence, though they often coincide.
    15. Re:Too bad he as to leave, cuz he's cool! by Anonymous Coward · · Score: 0

      I've found that is generally the case with many CS majors. I am a discrete math major so I have to take most of the same classes as these fuckers. They tend to confuse things that are popular to say with technically valid arguments. They tend to do things just because they are mentioned in the Jargon File. I remember my fucking CS TA saying that you should count everything from 0 basically because all of the "cool" kids are doing it. Yet these twits still claim to be independent thinkers. They are full of shit.

    16. Re:Too bad he as to leave, cuz he's cool! by Jaysyn · · Score: 1

      You mean Wizards of the Coast, right?

      Jaysyn

      --
      There is a war going on for your mind.
    17. Re:Too bad he as to leave, cuz he's cool! by Anonymous Coward · · Score: 0
      Most of them are still denying the fact that they called the K7 vaporware, and denied that it would rock the processor industry. Where are you naysayers now ?

      Well, I'm right here. And I'm running an AMD at home because it costs half as much as an Intel of similiar performance.

    18. Re:Too bad he as to leave, cuz he's cool! by scotch · · Score: 1
      Sure. Does accuracy make it funnier for you?

      ;)

      --
      XML causes global warming.
    19. Re:Too bad he as to leave, cuz he's cool! by Anonymous Coward · · Score: 0

      I don't think that guy knows Computer Science from his dingleberries either. He's just talking shit because he found some website less lowbrow than Tom's Hardware. (I would have thrown out news:comp.arch myself.)

    20. Re:Too bad he as to leave, cuz he's cool! by Dastardly · · Score: 1

      That's linear advancement. Seeing as you're obviously very involved in the processor arena, you must have heard of a little thing called "Moore's Law," which states that processor speed will increase by a factor of 2 every 18 months. This is certainly not "50MHz every 6 months." Intel had been able to do it for X years before AMD was around, and there was really no evidence suggesting their inability to continue that trend.

      Another moron who doesn't know Moore's Law:

      Moore's Law states that the number of TRANSISTORS in a processor will double every 18 months.

      I hate the way everyone seems to misquote Moore's Law.

      Also, Moore's law does not account for marketing and profit maximization. If there is no competition why release a faster processor, until you have squeezed as much profit as possible from the current speed.

    21. Re:Too bad he as to leave, cuz he's cool! by Anonymous Coward · · Score: 0

      And then there's the simple fact that AMD cheats on the quiz, getting a look at Intel's innovations in the field before it makes its designs. Anyone can improve on a technology. Creating one is the hard part.

      uhh maybe you better re-read the article...AMD hasnt had the processor designs from Intel since the late 80's. Everything AMD has done has been original. Also look at the totals for patents awarded...AMD is way above Intel. bye bye fool!

    22. Re:Too bad he as to leave, cuz he's cool! by RayChuang · · Score: 2

      Whoopee. (sigh)

      Right now, the Athlon XP 2100+ running at 1,733 MHz roughly equals the overall performance of the Pentium 4 "Northwood" running at 2,200 MHz. This feat demonstrates just how superior the CPU and FPU core of the Athlon is right now.

      And don't think AMD is standing still either; the upcoming Thoroughbred CPU core will be made on the 0.13 micron process, which means much lower operating temperatures and also allows the true CPU clock speed of the Athlon to go way past 2,000 MHz. Don't be surprised that we'll see an 2800+ version of the Athlon XP CPU by late this fall--a 3000+ variant could be available as early as the end of this year.

      --
      Raymond in Mountain View, CA
    23. Re:Too bad he as to leave, cuz he's cool! by digitalunity · · Score: 2

      Moores Law doesn't apply. It is strictly based on current manufacturing capabilities. However, Moores Law is closely related to speed. I really love the Athlon XP, but from Intels viewpoint, they shot themselves in the foot. The reasoning is simple. They've been forced by competition to overhype their products. People expect everything and the kitchen sink with an intel processor. AMD has also forced their timeline, a lot; thus the 1.13Ghz recall. That wouldn't have happened had the engineering crew been at the wheel. Instead, they let some drunk Ivy punk from marketing tell the engineers when they were going to deploy new products.

      Alas, competition has in the end proved to be very healthy for competition. On an aside, does anyone read SEC filings? Jerry is a really $$$-Rich-$$$ guy right now. He's been making a boatload of money for quite a few years and probably will continue with a fat check.

      I'm just a little jealous. That's allowed, right?

      --
      You can't legislate goodness. Let each to his own destiny, by will of his freely made choices.
    24. Re:Too bad he as to leave, cuz he's cool! by blair1q · · Score: 2

      But AMD still can't sell those chips and make more per-chip profit than Intel can.

      --Blair

    25. Re:Too bad he as to leave, cuz he's cool! by sir99 · · Score: 1
      "Alas, competition has in the end proved to be very healthy for competition"
      Uhh, ok. Interesting observation =P
      --
      The ocean parts and the meteors come down
      Laid out in amber, baby.
    26. Re:Too bad he as to leave, cuz he's cool! by tshak · · Score: 1

      But AMD still can't sell those chips and make more per-chip profit than Intel can.

      That's business, not technology.

      --

      There is no longer anything that can be done with computers that is nontrivial and clearly legal. -- Paul Phillips
    27. Re:Too bad he as to leave, cuz he's cool! by Anonymous Coward · · Score: 0

      I've found that is generally the case with many CS majors. I am a discrete math major so I have to take most of the same classes as these fuckers. They tend to confuse things that are popular to say with technically valid arguments. They tend to do things just because they are mentioned in the Jargon File. I remember my fucking CS TA saying that you should count everything from 0 basically because all of the "cool" kids are doing it. Yet these twits still claim to be independent thinkers. They are full of shit.

      Well, you've obviously seen Good Will Hunting and decided to try to give it a try. I'm suprised you didn't end your comment with "How do you like dem apples?"

      Perhaps next time you flame, you can post with a real account rather than AC, and back up your bullshit comments about jargon and trendy words used by CS majors by actually pointing out what the fuck I said that was spoken out of ignorance.

      I say one thing that could be considered condecending, IF you're one of the fucktards I'm referring to, and every little nerd has to come out of the closet and try to show how big his intellectual balls are. Get a life.

    28. Re:Too bad he as to leave, cuz he's cool! by sean23007 · · Score: 2

      When was the last time the number of transistors managed to double without a corresponding speed increase? Since the speed of the processor is directly proportional to the number of transistors on it, it is a good assumption that speed will increase with the number of transistors. Obviously. And ever since he made that statement, it has been true not only about transistors, but about speed, because they are so close to (but not exactly) the same thing.

      And another thing, ass, I didn't say that competition was bad. Just because you feel superior doesn't make it so. It only seems that everyone misquotes Moore's Law, because they make a simplification based on a truth. If they wanted to be exactly correct, they could say: "Every 18 months, the number of transistors will double; the number of transistors is proportional to the speed." Then again, not every person on the planet knows what "transistor" and "proportional" mean, but everyone knows what "speed" means, so it is thus simplified.

      --

      Lack of eloquence does not denote lack of intelligence, though they often coincide.
    29. Re:Too bad he as to leave, cuz he's cool! by blair1q · · Score: 2

      Technology is all business.

    30. Re:Too bad he as to leave, cuz he's cool! by tshak · · Score: 1

      Lol - yes I agree. But my point is I'm not saying whethor or not AMD will win, I'm just saying they have better tech because they are building faster chips for less. It welcomes MY bottom line as a consumer. So again, from a tech standpoint, AMD is easily superior: Faster Chip, Cheaper Production.

      --

      There is no longer anything that can be done with computers that is nontrivial and clearly legal. -- Paul Phillips
  9. Holy cow! by Anonymous Coward · · Score: 0

    I didn't know Jerry Mathers worked for AMD! Amazing!

  10. Tombstone? by rsborg · · Score: 2, Interesting

    "Never surrender; never give up." - Jerry Sanders
    "Never give up; never surrender" - Galaxy Quest

    --
    Make sure everyone's vote counts: Verified Voting
    1. Re:Tombstone? by Anonymous Coward · · Score: 0

      No surrender; No retreat" - Babylon 5

  11. History for geeks by rif42 · · Score: 2, Informative

    If you want the full (hi)story about Intel, AMD and lots of other companies in the PC processor and how the PC chip market became what it is today go read the book: Inside Intel by Tim Jackson.

    You will realise how much this Intel vs. AMD has been a personal fight between Andy Grove and Jerry Sanders. Great story.

    See e.g.:
    http://www.amazon.com/exec/obidos/ASIN/045227643 8/

    1. Re:History for geeks by Anonymous Coward · · Score: 0

      I noted in the interview, Sanders frequently personified AMD as "me".

  12. Decent interview! by SaDan · · Score: 1

    That was an amusing and informative interview. I'm a fan of AMD, and really admire their will to succeed.

    Good job, Jerry! I hope your successor has the same fire you did when it comes to taking on the dominant figures in whatever markets AMD decides to compete.

    Long live AMD!

  13. What�s written on your tombstone? by Malc · · Score: 1

    "Never surrender; never give up. I mean no surrender, no retreat. You know, a lot of guys say, "We're pulling back for now." [They're] full of shit. "

    That sounds an awful like what another stubborn bulldog once said:

    "[...] we shall fight on the beaches, we shall fight on the landing grounds, we shall fight in the fields and in the streets, we shall fight in the hills; we shall never surrender [...]"

    1. Re:What�s written on your tombstone? by rjamestaylor · · Score: 1

      Churchill rocks.

      --
      -- @rjamestaylor on Ello
    2. Re:What�s written on your tombstone? by Anonymous Coward · · Score: 0

      Or: "It's going to long, it's going to be hard but we shall never withdraw".

    3. Re:What�s written on your tombstone? by Anonymous Coward · · Score: 0

      Churchill didn't fight, Americans did

    4. Re:What�s written on your tombstone? by nickynicky9doors · · Score: 2
      Umi yukaba mizuku Kabane
      Yama yukaba Kusamusu Kabane
      O-kimi no he ni koso shiname
      Kaerimi wa seji.

      circa 749 A.D.

      --

      heuristic algorithm seeks stochastic relationship
    5. Re:What�s written on your tombstone? by Malc · · Score: 1

      Can you translate that for me please? I do not even know what language that is, although I would Japanese.

    6. Re:What�s written on your tombstone? by nickynicky9doors · · Score: 2
      By the sea our corpses shall steep in the water
      On the hills our corpses shall rot in the grass.
      We shall die by the side of our Sovereign
      We shall never look back

      copied from an old book in the stacks at my alma mater... The similarity in the meter and spirit seem so close to that of W. Churchill's speech I've often wondered if 'Winnie' nicked it.

      --

      heuristic algorithm seeks stochastic relationship
  14. *growl* *snort* *slobber* by Anonymous Coward · · Score: 0

    "Speaking of which, where are next-generation fabs going to be built?

    They're going to Taiwan and China, because those countries want to be in the business and because capital is low-cost there."

    And becuase labor is so fucking cheap you can get 15 hours a day hard work for peanuts.

    It's a damned shame a US based company is out-sourcing in these trying times like this.

    1. Re:*growl* *snort* *slobber* by lynx8625 · · Score: 1

      The real worry should be that Intel might toss more money at these fabs to make their processors, not AMD's, locking AMD out of the business. Intel builds fabs to give itself guaranteed production capacity.

    2. Re:*growl* *snort* *slobber* by corey_lawson · · Score: 1

      No it's not. Is it a "damned shame" if a 'paper products company' moves a paper mill from, say, washington state to western montana because a) labor is cheaper b) power is slightly cheaper c) labor is non-unionized d) state environmental regulations are not as strict or strictly enforced in MT than in WA? Wouldn't you say that was "smart business"? How come MB, BMW etc. aren't building their US assembly plants in the Rust Belt, and instead in south eastern US? Are they evil for wanting to avoid large pockets of entrenched (and probably unemployed...who would make the initial labor pool) UAW workers who would want all that the UAW has done for GM, Ford and ChryCo at their new company?

    3. Re:*growl* *snort* *slobber* by Anonymous Coward · · Score: 0

      perhaps, but when their fabrication plants aren't being used by intel for their processors it makes financial sense for them to rent it out to competitors knowing that they will only sell x amount of chips anyways. When you have a financial responsibility to your stock holders you try to make as much money as possible regardless if its not working towards crushing a direct competitor. In the end they possibly make more money renting out the fabrication plants than not.

  15. Wow. Now if MS had competition like that... by revscat · · Score: 3, Insightful

    At the close of the interview, Sanders says:

    Intel tries to shove down an [engineer's] throat a RAM bus solution that they don't want. Slot A, nobody wanted, and AMD said, "You don't need that. We'll put a flip chip in a package." That's the K6. And [Intel] had to change. They didn't change on their own; they changed because competition made them change. So I'm proud of that.

    In other words, Intel came up with some new technology they wanted to throw out there, and competition made them change their ways, in the process giving the consumer cheaper, better products. Kinda makes me wonder what would have happened if MS had a serious moneyed competitor. I can't help but believe that we'd all have HAL staring at us from the phones on our desks.

    I have come to believe the following: No matter how technologically superior your product may be, if you compete directly with Microsoft you will lose (i.e. you will make less money, and have less market share). Why this is true for OS's and not for microprocessors I'm not sure.

    1. Re:Wow. Now if MS had competition like that... by GungaDan · · Score: 3, Insightful
      "Why this is true for OS's and not for microprocessors I'm not sure."

      Because it's much harder to invent onerous licensing schemes for tangible slabs of silicone.

      --
      Eloi are stupid, throw morlocks at them!
    2. Re:Wow. Now if MS had competition like that... by Keju · · Score: 1
      By your definition of losing, AMD lost as well. They have ~20% market share where Intel has the rest, and they certainly make less money.

      To beat Microsoft, you don't necessarily need to destroy them. You just need to cut into their margins and make them more responsive to the needs of their customers.

    3. Re:Wow. Now if MS had competition like that... by Anonymous Coward · · Score: 0

      Not just the socket 7 saga... Intel changes their sockets every single time just like MS with their non-backward compatible Office file formats.

      AMD did have their version of slot processor for the earlier K7 until they move to socket A. They have been sticking to the same socket A since Tbird, XP, MP & Duron.

    4. Re:Wow. Now if MS had competition like that... by Anonymous Coward · · Score: 0

      "No matter how technologically superior your product may be, if you compete directly with Microsoft you will lose (i.e. you will make less money, and have less market share). Why this is true for OS's and not for microprocessors I'm not sure."

      ---The simple answer to your question is...Microsoft cheats.

    5. Re:Wow. Now if MS had competition like that... by mackertm · · Score: 2, Insightful
      I have come to believe the following: No matter how technologically superior your product may be, if you compete directly with Microsoft you will lose (i.e. you will make less money, and have less market share). Why this is true for OS's and not for microprocessors I'm not sure.
      This is the case because of network effects. Millions of Windows users mean there is a huge benefit to being part of the network of Windows users. Lots of programs, support, etc. All things being (at least kinda) equal, it makes more sense to go with the OS that has more users. There really isn't any kind of network benefits (to the user anyway) from having an Intel vs. an AMD processor.
    6. Re:Wow. Now if MS had competition like that... by Anonymous Coward · · Score: 0

      Probably because Intel understands the CPU upgrade market is miniscule. I wouldn't bet on AMD remaining compatible over a typical 3 year depreciation cycle either.

      My take is that both Intel and AMD used slot for technical reasons. As for being unpopular, only a gazillion slot systems shipped, and the PII versus K6 decision was certainly usually made on other factors.

    7. Re:Wow. Now if MS had competition like that... by G00F · · Score: 1

      AMD moved to slot for technical reasons, Intel moved for political reasons. I'm sure part of the reason why AMD went to slot was to use up the mass production of the slot 1 wich they made pin compatiable with their slot a. Also, I did read a lot on how AMD needed a new socket/bus and also how AMDs use of the slot was better engineered.

      And to clarify, it was the really the k6-2 that made the "supper 7". k6's was out long before slot 1/a was out. 3dnow, higher buss speeds, higher clock speeds.

      --
      The spirit of resistance to government is so valuable on certain occasions that I wish it to be always kept alive
    8. Re:Wow. Now if MS had competition like that... by saider · · Score: 1

      onerous licensing schemes for tangible slabs of silicone = Marriage.

      For those that don't get it, silicone is a material used, among other things, in breast implants.

      --


      Remember, You are unique...just like everyone else.
    9. Re:Wow. Now if MS had competition like that... by Anonymous Coward · · Score: 0

      Intel didn't licence the slot for political reasons. My understanding is that they had to move the cache off-chip to make the P6 cheap enough to build for the massmarket.

    10. Re:Wow. Now if MS had competition like that... by binner1 · · Score: 1

      To the moderator who scored this as funny, I'd say that it's a lot closer to the truth than you may think.

      -Ben

    11. Re:Wow. Now if MS had competition like that... by jred · · Score: 1

      I have come to believe the following: No matter how technologically superior your product may be, if you compete directly with Microsoft you will lose (i.e. you will make less money, and have less market share). Why this is true for OS's and not for microprocessors I'm not sure.

      Compatibility. The same software you run on Intel will run on an AMD cpu. Which is why Wine etc. is important. I'll stop before I get started. You know what I mean.

      --

      jred
      I'm not a mechanic but I play one in my garage...
    12. Re:Wow. Now if MS had competition like that... by benwaggoner · · Score: 1

      Of course, there are network effects on the manufacturing side, as mentioned in the articles. Motherboard chipsets being a good example. The higher volume of Intel solutions has meant that the motherboards can be cheaper at a given complexity. Fortunately, a CPU is a lot more expensive than the motherboard, and other components are the same (drives, cards, etcetera).

      There is also some potential network effect in optimization for processor specific optimizations, like SSE v. 3DNow, since it makes sense to optimize more for the higher volume chip. I gather Hammer will have SSE2, so that'll simplify things on the SIMD side at least.

    13. Re:Wow. Now if MS had competition like that... by tshak · · Score: 2

      Apple is competing very well against MS. Sure, years ago their OS was sub-par when compared to MS's offerings (IMHO, please no flames). Apple now has a very compelling OS, OSX. They also have incredibly elegant hardware (iMac G4, G4 tower, iPod, etc.) which outdoes anything from the "Big 5" x86 vendors. Personally, I love [most things about] x86, and I love Windows. However, I see Apple gaining huge marketshare and MS facing some very good competition.

      --

      There is no longer anything that can be done with computers that is nontrivial and clearly legal. -- Paul Phillips
    14. Re:Wow. Now if MS had competition like that... by TheShadow · · Score: 1

      "Why this is true for OS's and not for microprocessors I'm not sure."

      Because the average idiot user doesn't care about what CPU is in their machine. As long as it has Microsoft Windows and "the Internet" (read AOL) they'll buy it.

      --

      --
      "What do you want me to do? Whack a guy? Off a guy? Whack off a guy? Cause I'm married."
    15. Re:Wow. Now if MS had competition like that... by OwnedByTwoCats · · Score: 1

      Sure there's a network effect. Compare the availability of Linux x86 binaries vs. Linux other-architecture binaries. Look at the performance hit when one emulates one processor architecture on another (intel on SPARC, intel on PPC, PPC on intel, etc.)

      Athlon an PIV are the same processor architecture, but different on the bus/motherboard/chipset. Fortunately, AMD has enough market share that vendors will support their bus.

      Let's see what happens when Hammer goes head-to-head with Itanium (and UltraSPARC, and IBM Power). Whichever one wins the larger share of the 64-bit customer market will have a growing advantage over the next two decades.

  16. Re:Did anyone else read the name as 'Jerry Springe by Anonymous Coward · · Score: 0

    "Dan-0411. Get it? Anyone? Anyone? Bueller? Bueller?"

    Actually, I don't get it...and Ferris is off having a parade, so help me out some.

  17. I remember... by kigrwik · · Score: 4, Insightful

    When the K6 (K6-II, I believe) beat the Pentium-du-jour in some benchmarks, I first couldn't believe it (who had really heard of AMD at that time ?) then I thought
    "OMG, there's gonna be blood spilled, and cheaper processors ! W00t !".

    I'm glad today that competition drives both AMD and Intel to excel, and I enjoy watching their strategic moves: Athlon vs P[34], Hammer vs Itanium, it's like a boxing match from which the customer can only profit.

    AMD vs Intel is a textbook example of healthy competition.

    --
    -- don't discount flying pigs until you have good air defense
    1. Re:I remember... by darthBear · · Score: 1

      When the PII and K6 first came out the PII chipsets did not have support for SDRAM. Until the new boards came out, a few months iirc, the K6 had a slight speed advantage because the PII was stuck with EDO.

    2. Re:I remember... by alistair · · Score: 2

      Why is it that there is genuine concern that the collapse of Anderson leaving only 4 large acounting firms eliminates competition, or the fact there are only 4 major retail banks in the UK is perceved to stifle competeition in the retail sector, or the EU recently found 7 vitamin manufactureres guily of operating a cartel, yet 2 processor manufacturers offers healthy competitio?. This can be healthy only in comparison with a single monopoly such as Micsosoft.

      With AMD and Intel, we are in a complex monopoly position, where the two players may sometimes compete agressivly and at other times pursue similar strategies to drive up profits or remove rivals, did either of them really welcome Transmata as a third force in this marketplace?.

    3. Re:I remember... by Anonymous Coward · · Score: 0

      The PII was made in ancient fuedal Japan? (EDO)

    4. Re:I remember... by larien · · Score: 2
      It's a simple equation; 10 companies colluding provides less competition than two companies going at each other's throats. Unless AMD and Intel decide to start settling differences and cooperate (hah!) there will still be competition.

      Added to this, you have PPC, Sparc et al on the side, still producing chips which will rocket away from Intel/AMD if they rest on their laurels.

    5. Re:I remember... by kigrwik · · Score: 2

      You have an excellent point.

      My last sentence was largely inspired by Microsoft.

      However, one can see from your example that multiple companies offering similar products does not necessarily lead to competitive behaviors.

      If you look back to the glorious times of before the hegemony of the PC at the plethora of absolutely non-compatible computers, it can be argued that the standardization on PC/Mac standards has benefited to many (remember we're talking about a pre-internet, pre-java, almost pre-linux era when "cross-platform" was restricted to Mario Bros).
      The balance is difficult to strike, all the more so since companies evolve: AMD/Intel is more likely to cartelize now than when the K6 was launched and AMD was the new kid on the block.

      We, as customers, must help the emerging companies that have a strong "Go get 'em" attitude, because they force established companies into motion, if they succeed in growing beyond critical mass, that is...

      --
      -- don't discount flying pigs until you have good air defense
    6. Re:I remember... by lorax · · Score: 1

      You really don't remember AMD before that? Not their 486-120 (faster than Intel's fastest 486-100) or their 386-40 (to Intel's 386-33) or there 286-16 (and even 20 I believe).

      All those examples pretty much came after Intel moved to a better technology and stopped developing the older generation, much like the K6-III coming out long past when it could be a real player (because of the weak floating point).

    7. Re:I remember... by connorbd · · Score: 2

      That's not true. The PII did have SDRAM support just fine in the 440FX IIRC, and in any case the 440LX wasn't far behind it. I think the main problem is that SDRAM was way pricey at the time and the mobo builders didn't use it. Certainly wasn't Intel's fault.

      /Brian

  18. Re:Oh god. by Anonymous Coward · · Score: 0

    It's a netscape issue.

    Only in that Netscape is intolerant of poorly designed tables.

    So who's better? IE for accepting shitty HTML, thus promoting the furtherance of such, or Netscape for basically say, "Fuck you, you can't create decent HTML, I won't display it"?

  19. ATi anyone? by BSDGeek · · Score: 0

    This reminds me of the ATi/nVidia relationship. Because AMD is now outperforming Intel where they were losing before. And before the GeForce4, the Radeon 8500 was outperforming GF3Ti500.

    1. Re:ATi anyone? by daveman_1 · · Score: 1

      That is hardly a fair comparison. ATI was a market leader LONG before Nvidia made a name for themselves. Then Nvidia came to dominate the market segment. Then ATI had to play catch up. For a very short time as of late, one could even argue they were a market force again. Too bad Nvidia has already signed all the sweet deals in the video card industry, leaving ATI wondering what happened to the pie they baked...

      --
      Russian Russian Russian RussianDollSig DollSig DollSig DollSig
    2. Re:ATi anyone? by BSDGeek · · Score: 0

      Well then, maybe you could switch around ATi and nVidia. nVidia being the AMD.

  20. History revised by MobyDisk · · Score: 5, Informative

    This article is pretty good if you want to see a management level rewrite of history. Mr. Sanswers leaves out a few interesting details, like how AMD's turning point at the K6 came from buying out NexGen and rebranding their NX86 chip. It is hard to make AMD look like a small company battling a giant when they were buying out smaller companies, filing thousands of patents per year, and knowingly violating IP agreements hoping Intel would settle.

    Nonetheless, it all worked. And I'm very glad it did.

    1. Re:History revised by RayChuang · · Score: 2

      But it was also the smartest move that AMD ever made, too.

      It was the NexGen technology that formed the basis for the world-beating Athlon CPU, a CPU that in many ways is vastly superior to Intel's offerings.

      I mean, AMD managed to do with 1,733 MHz clock speed in terms of performance what Intel needed 2,200 MHz clock speed to pull off--that is a sign of a very efficient CPU core design. With the arrival of the 0.13 micron process Thoroughbred CPU's later this spring, AMD again will demonstrate its amazing technological prowness in CPU design.

      --
      Raymond in Mountain View, CA
    2. Re:History revised by Anonymous Coward · · Score: 0

      The K6 was not just a rebranded Nx68. While it was primarily designed by the NexGen alumni, it was done from the ground up by them while employed under AMD. However, architectural design is only one aspect of the production. Verification, compatibility testing, and fabrication, were all done with AMD resources from prior to the acquisition.

      Actually Sander's biggest booboos in the article are in misrepresenting the K5 story (K5 was extremely late to market, and therefore couldn't have taken on the competitive role that the K6 did) and the little gaffe at the end about Intel introducing Slot A processors (actually Intel introduced "Slot 1" and "Slot M" (Xeon) processors -- AMD responded with Slot A processors, and quickly followed Intel back to flip chip designs as soon as they could.)

      He also completely skips over AMD's 486 days. AMD did in fact ship a bunch of 486s, and I wish he had expanded a little on that since, that's all history from before I followed AMD closely at all. I would have liked to know what happened at that time.

    3. Re:History revised by Anonymous Coward · · Score: 0

      The NexGen alumni were not the exclusive designers of the Athlon. The Athlon was designed by a mix of ex-Alpha guys, NexGen guys, and AMD K5 guys. From the looks of the final product, it literally looks like an amalgom of all the best parts of those guys other designs:

      1) Raw performance, deep pipeline, agressive out-of-order, high clock rates => ex-Alpha guys.

      2) Elegance, simplicity and ingenious design => ex-NexGen guys.

      3) High architectural performance => K5 guys.

  21. Jeez. Bill is efverywhere! by jvmatthe · · Score: 3, Interesting
    Here is an interview with the CEO of AMD. Big company and an important chap -- you'd think he would get into the keywords for this document. Yet:
    <meta NAME="keywords" CONTENT="UpsideToday, Upside magazine, Internet business, ebusiness, b2b, b-to-b, stock quotes, ipo, stock market, technology, high tech, venture capital, vc, e-commerce, funding, investing, ceo, Bill Gates">
    (That's my emphasis.) Just check the page source!
    1. Re:Jeez. Bill is efverywhere! by corwinss · · Score: 1
      &ltmeta NAME="keywords" CONTENT="UpsideToday, Upside magazine, Internet business, ebusiness, b2b, b-to-b, stock quotes, ipo, stock market, technology, high tech, venture capital, vc, e-commerce, funding, investing, ceo, Bill Gates "&gt

      And earlier someone asked why netscape wouldn't load the page....makes you wonder
      --
      "Who am I" and "Why are we here" are not the problems.
      The problem is when someone asks "Why are they here."
  22. Timetable slippage? by PantyChewer · · Score: 1

    The article says: "At the end of next year, there will be a 64-bit processor called the "Hammer." " I thought that Hammer was supposed to be out at the end of THIS year?

    1. Re:Timetable slippage? by subgeek · · Score: 1

      considering they already have a working demo/beta, i have to believe that is some sort of typo. it would be too great a business blunder to generate a bunch of anticipation just to knowingly disappoint the world. That's an opinion.

      --
      you probably shouldn't have read this.
    2. Re:Timetable slippage? by ppanon · · Score: 1

      A lot of magazines have 3+ month lead times. If this article was held back to be simultaneously included in print and online, then perhaps the interview was conducted late last year.

      --
      Laissez lire, et laissez danser; ces deux amusements ne feront jamais de mal au monde. - Voltaire
  23. Re:Did anyone else read the name as 'Jerry Springe by Chundra · · Score: 2

    It's the name of a bug found by some guy named "dan" in the fpu of pentium IIs and pentium pros. They named the bug using a scheme borrowed from astronomy...like: [discoverer's name]+[number]. (e.g. comet Shumaker-Levy 9, dan-0411).

  24. NextGen by F34nor · · Score: 1

    I love how he failed to mention that they bought the K5 from NextGen lock stock and barrel. But as they said "...and then there there was one..."

    I also loved how he failed to mention snapping up all the DEC people and the EV6 to make the K7 have the FP and bus to match intel.

    When Compaq and HP start screwing around under the covers the first night I hope Alpha runs out the door and into the waiting arms of AMD.

    1. Re:NextGen by Anonymous Coward · · Score: 0

      Sorry to burst your bubble, but Clueless Capellas has sold Alpha to Intel, probably at Carly the Cunt's demand, if not BillG's. After all, if he wants to get any, he can't do anything to disrupt Microsoft's revenue stream.

      You'll notice that Compaq does NOTHING to generate demand for Linux...

    2. Re:NextGen by arkanes · · Score: 2

      Buying up the really smart engineers that your much larger competitor is arrogantly ignoring is good buisness sense :)

    3. Re:NextGen by spiro_killglance · · Score: 2

      The K5 was AMD's only, your thinking of the K6,
      which began as NextGen's but was modified
      (but not enough) to
      fit AMDs process and bus.

    4. Re:NextGen by Anonymous Coward · · Score: 0

      Are you sure they sold Alpha to Intel? I mean, there hasn't been any indication that Compaq actually got any compensation... For all we know Capellas gave the Alpha people & IP away free only to be in more friendlier terms with Intel & HP...

  25. Re:Oh god. by Anonymous Coward · · Score: 0

    Hey calm down, skipper. No claim was made about netscape being a worse browser.

  26. Israel in Europe? by ketan · · Score: 1
    Quote:

    [Question:] So what happened in Europe, which wanted an indigenous industry?

    [Answer:] They've got it. .... Intel is in Ireland and Israel, if you consider Israel [part of] Europe.

    Uh... How could anyone possibly think Israel is part of Europe?
    --
    You have a choice: tax and spend Democrats, or borrow and spend Republicans. Choose wisely.
    1. Re:Israel in Europe? by Anonymous Coward · · Score: 0

      I think he was referring to the general feeling that Israel has more economically in common with Europe than with the rest of the Middle East. As for all the other things that make Europe 'european' ... I guess he just plum forgot :)

      D

    2. Re:Israel in Europe? by Detritus · · Score: 1, Offtopic
      Turkey is working on becoming a member of the European Union, and they are in the same area as Israel.

      There are Israeli sports teams in European leagues.

      --
      Mea navis aericumbens anguillis abundat
    3. Re:Israel in Europe? by Dr.+Spork · · Score: 1, Offtopic

      For the World Cup, and all other sports-related matters I know of, Israel counts as a part of Europe. Economically, it makes sense to put them in that class, too. In the same way, Egypt is usually counted as a part of the Middle East despite the fact it is squarely on the African continent.

    4. Re:Israel in Europe? by Anonymous Coward · · Score: 0

      But only because they would be boycotted by their neighbours, Israel isn't part of Europe, it never was

    5. Re:Israel in Europe? by markmoss · · Score: 2

      The straits connecting the Black Sea and the Mediterranean are the dividing line between Europe and Asia, and Turkey straddles those straits, with it's capital and largest city (Istanbul) on the European side. Geographically, Israel is in Asia, and Turkey is in both Europe and Asia. However, culturally and financially, Israel is definitely European, while Turkey is a mixture of a dozen nationalities, speaking a language from near Mongolia, of Islamic religion but with a culture that owes more to the Byzantine Greeks than the Arabs. And if they make it into the EU (there are some old national enmities they'll have to appease), they won't be the poorest country there.

      Note that you can walk from Cairo to Athens, and the biggest river you'll have to cross is the Nile. Until the Suez Canal was built, you could walk from Africa to Asia and not even get your shoes damp. So how did certain points get picked to divide this landmass into three "continents"? It's easy to see the point of dividing Africa from Asia, but when you map the whole thing Europe is just a peninsula sticking out of western asia.

      I think it mainly came from the world as viewed from Athens in the 5th Century BCE. Europe was their side of the Hellespont. Asia was the other side of the Hellespont, where those nasty Persians ruled, even though lots of Greeks lived in Anatolia too. (Anatolia is the big peninsula south of the Hellespont-Bosporus straits and the Black Sea.) They had legends about Jason traveling far into the Black Sea, but may not have know for sure that their _was_ a far end to it. I'm not sure if their ships could run down the Asian coast to Syria, Lebanon, and Palestine, or if other naval powers in that area blocked them. But their traders could strike due south and easily reach Egypt, in Africa.

      The Egyptians made one contribution to this geography: they knew that there was a narrow neck of land just to their east (Suez), joining land masses too big for them to explore. (Possibly they circumnavigated Africa once, but never bothered with the interior except along the Nile.) So they located the Africa/Asia boundary at that narrow neck. This was also a convenient political division. Nothing in Africa was a threat to Egypt's power. But in Asia, other great powers continually rose and fell (Babylon, Assyria, Syria, Hittites, Persia), and one "Asian" group (the Hyksos -- probably Semites, akin to Hebrews, Arabs, and Phoenicians) even conquered and held Egypt for a century. (They should have paid a bit more attention to those quarrelsome and disunited Greeks, not to mention a little village in Italy called Roma, but hindsight is golden...)

      Anyway, the 3 "continents" are based on historical accident as much as geography. By general ties of national descent, language, and customs, Israel is an outlier of Europe, and Turkey has both European and central Asian ties. The Arab lands now stretch from their original homeland (lower Mesopotamia and the adjoining deserts) all across north africa. "Middle East" is just a geographical designation for an area where arbitrarily defined arab nations continually clash with each other as well as the nearby non-arab tribes & nations (Iran, Turkey, Kurds, Armenians, Israel, Afghanistan). Egypt gets grouped in with the Middle East because, even though it's in africa and is defined by ancient natural boundaries, not by lines drawn on the map in a European capital, it often gets into Middle Eastern quarrels. (Meddling in "Asian" affairs is also an Egyptian tradition about 5,000 years old.)

    6. Re:Israel in Europe? by SEE · · Score: 1
      Hmm. Well, it could be that the Israelis are part of the "West European" bloc in the U.N., are Western in culture and dress, are part of the European division of many international sporting events, are largely the descendants of European (re)migrants...

      As long as we're having an artificial distinction between the three parts of the continent of Eurafroasia, why not include Israel in the "wrong" one?

  27. The True Origin of the K5 and K6(-x) by Anonymous Coward · · Score: 1, Informative

    An interesting article, with a lot of good truths from a business perspective. I can't believe he waffled on Slot 1 (Intel) vs. Slot A (AMD).

    However, he does take credit for a lot that was, at best, shrewd investing on AMD's part. One of the Lost Tales in silicon history is the saga of NexGen, a little operation funded by Compaq and a few other players, which was the real developer of the microcode/x86-to-RISC architecture later seen in the K5 and K6 (-2 and -III flavors, too) cores. NexGen survived for a while, selling the two-chip Nx586 solution on some custom Alaris boards, but PCI versions were late in coming, and few, if any, versions were shipped with the fabled FPU. (As it was, you got the equivalent of a plain 80386 with the integer performance of a 100MHz Pentium, off a 90MHz core.)

    AMD swooped in and bought the ailing company, using their engineering talent and one-chip Nx686 design to produce the K5. I thiiink a very small number of real Nx686s made it to market; TigerDirect was listing them back in 1996 or so.

    Apparently AMD reorganized to produce the Athlon, and much of the NexGen team left or were laid off. Compared to the K6, the Athlon we know and love is something of a 'brute force' chip- NexGen designs relied on their very accurate branch prediction logic, while the Athlon threw it out in exchange for more execution units.

    1. Re:The True Origin of the K5 and K6(-x) by Anonymous Coward · · Score: 0

      Actually, the K5 was entirely an AMD design. Which brings up an interesting point:

      AMD's 386 and 486 processors were basically copies of Intel's designs. They copied the transistor layout and just duplicated Intel's work, finally adding a few tweaks (larger caches, faster clocks, etc), but basically they copied the core design.

      The K5 was the first x86 that AMD did entirely internally. It was basically a disaster. It was slow, late to market, and never entirely worked.

      The K6 was purchased from NexGen, and reworked within AMD. They replaced the Nx686 bus with the Pentium bus, and replaced NexGen's multimedia instructions with MMX, but it was done entirely by the NexGen design team, not by AMD's.

      The K7/Athlon was done by a design team AMD got from DEC. As DEC was going down the tubes, a number of their senior people, who had previously worked on the Alpha 21264 left the company and went to AMD.

      So, basically, AMD has done one x86 on their own and it was a dismal failure. They built their success on copying original work that Intel did, and the continued by purchasing people/designs from other companies.

    2. Re:The True Origin of the K5 and K6(-x) by Anonymous Coward · · Score: 0

      According to an IBM friend of mine, the Nexgen design had already been shopped to IBM, and IBM's technical analysis concluded it was not manufacturable. AMD then had major problems getting yield. The former Nexgen management at one point thought AMD should sell Dresden, at which point the last of them got the boot.

    3. Re:The True Origin of the K5 and K6(-x) by PCanalyst · · Score: 1

      I should preface by saying I worked at AMD during the 90's. The K5 was an internal AMD processor design, before the NexGen purchase. The K5 was over a year late and ran too slow and required the infamous P-ratings to keep up with Intel's Pentium. One AMD lead architect used to dis the Pentium as two 486 processors bolted together. Unfortunately the K5 took 1 Million more transistors to keep pace with the "lowly" Pentium because Intel could out-clock the K5 easily.

      The K6 was the NexGen design, and it also used an internal RISC design. The K6 keep AMD from having to sell Fab25 and kept it in the business long enough for the K7 (Athlon/Duron) to launch.

      K7 was a brute force chip with lots of DEC Alpha DNA infused into it. The hard part was that the EV6 bus was designed for servers, not PCs and it took a while to get it to work in a 4-layer, cheap PC infrastructure.

      Jerry is an interesting and charismatic figure. The industry will be duller without him. But AMD will be a better company, more responsive to customer needs, not Jerry's ego.

      --
      Don't sweat it, it's only ones and zeros...
    4. Re:The True Origin of the K5 and K6(-x) by Dastardly · · Score: 1

      I woudl call K7 doing it on your own. Just because they hired the best people as they came available as part of the K7 design team doesn't mean the K7 wasn't entirely designed by AMD (except the EV-6 bus).

    5. Re:The True Origin of the K5 and K6(-x) by Anonymous Coward · · Score: 0

      There's all indications that those Alpha people who went from DEC to AMD are really geniuses: Consider that since they changed company, AMD has started producing technically brilliant CPUs, whereas DEC/Compaq fell behind the forefront of CPU technology and barely scraped together slightly improved versions of 21264, and only now are they finally about to start selling the 21364 (which is basically a tweaked 21264 core integrated with multiprocessor networking logic).

  28. Re:Did anyone else read the name as 'Jerry Springe by Anonymous Coward · · Score: 0

    He's biting me!
    The *bleep*ers biting me!
    *bleep* off, you *bleep* *bleep*!

    The world is mine!
    The world is mine you *bleep* *bleep* !

  29. Re:Oh god. by Anonymous Coward · · Score: 0

    Sorry, It wasn't meant to come off heated, but after re-reading I can see it looks that way.

  30. AMD chips still "designed for Windows"? by Anonymous+Bullard · · Score: 1

    Just curious...

    --

    Should invading one's peaceful neighbours be opposed, or rewarded with trade deals?

    1. Re:AMD chips still "designed for Windows"? by Anonymous Coward · · Score: 0

      This is how AMD gets to produce CPUs that are compatible with Windows with at least some help from Microsoft during development.

      Yes, surprise, surprise, Microsoft does have a hand in helping AMD with things like compatibility testing, and certain OS functionality.

      But A quick check on www.x86-64.org will show that the Linux community is getting their plenty fair share at early access to AMD CPUs ...

  31. Jerry's been smoking too much microdust by Shriek · · Score: 0

    The article was a nice read until I came to the phrase:

    "If they have their way--and my guess is they will over time--they're even going to move their Windows NT64 into the high-end Unix-Linux domain"

    Okay Jerry, and your next prediction is what? That Richard Stallman will become the next CEO of IBM?

  32. Re:Oh god. by Anonymous Coward · · Score: 0

    You really believe that the HTML that Netscape 4 accepts is "decent"? We're talking about a browser that misrenders and crashes on 100% compliant pages.

  33. AMD in Xbox 2 by tbreffni · · Score: 5, Informative

    According to The Register, Microsoft is designing the new Xbox 2 around an AMD processor. It seems that Microsoft is trying it's best to help AMD against Intel, as the interview with Jerry mentions Microsoft helping AMD out with their 64bit Processor. Any thoughts on this?

    1. Re:AMD in Xbox 2 by rsborg · · Score: 1
      ...Microsoft is designing the new Xbox 2 around an AMD processor.

      Isn't that what they said about the original Xbox? I think this is just a case of MS playing both sides.

      ...as the interview with Jerry mentions Microsoft helping AMD out with their 64bit Processor

      Yet another case of playing both sides. MS knows when it's good to leverage the Intel duo-poly, and when it's good to not be loyal.

      --
      Make sure everyone's vote counts: Verified Voting
    2. Re:AMD in Xbox 2 by EMR · · Score: 1

      well possibly.. I read somewhere that NVidia didn't want to work with Intel ever again.. That's why the N-Force is for the AMD processors and not Intel like it is in the X-Box.. SO.. if Nvidia is working with Micro$oft for the X-Box2 then it will probably be an AMD.. And even though I am pro AMD and anti-Intel.. I'm still never gonna get an X-Box anything from Micro$oft...

    3. Re:AMD in Xbox 2 by willy_me · · Score: 2
      It seems that Microsoft is trying it's best to help AMD against Intel


      If Microsoft goes with the AMD solution it's because it's a better solution for their Xbox2. Lets face it, the Xbox2 doesn't need much CPU power - all the work is done in the GPU. AMD offers CPUs that offer plenty of power but more importandly, are smaller and cheaper to produce. If Microsoft does go with AMD, this is why.


      William

    4. Re:AMD in Xbox 2 by daveman_1 · · Score: 1

      Let us not forget that Nvidia GPUs happen to work really well with AMD chips.(think hypertransport here) Or the fact that Nvidia makes a chipset for AMD processors. I would say it is almost a given at this point that Nvidia will have the contract for Xbox2. So this would seem to be a decision based on technical merit, as well as market sense.(if this little rumor is true)

      --
      Russian Russian Russian RussianDollSig DollSig DollSig DollSig
    5. Re:AMD in Xbox 2 by Anonymous Coward · · Score: 0

      The Xbox-1 was also designed around an AMD processor -- only a last second switch at the time of announcement places Intel in there instead.

      Personally I hope this time around AMD refuses to big on the Xbox-2 contract, and let Intel charge some uncomfortably high price.

    6. Re:AMD in Xbox 2 by Nelson · · Score: 2
      This may be a touch on the conspiracy side but Microsoft is a soft monopoly and intel is a hard one. It's entirely possible that MS could get displaced in the next 10 years. It's really only been about 10 years that they've really been on top and it took them about 10 years to displace IBM and Apple. That's the nature of software, it changes fast and that's how they got on top. Maybe call it 15 years, same idea though.


      Intel on the other hand could stop everything they are doing today. They could disappear off of the face of the earth and in 10 years we'd have people building Intel chips, compiling code for them and supporting them. There might be something bigger and better but they're legacy would still be and extremely formiddable force.


      regardless of what happens to MS, they are in a much more fragile position. Intel could be a real monopoly.


      Now you have to know that the next step for MS to sure up their position is to grow in to other markets (a la xbox) and then to start clamping down a little more strictly on the hardware. As Mr Hunter from Transmeta put it once, they would need to start making hardware smaller and software bigger, doing things like softmodems, and that kind of ilk. Intel on the other hand has a vested interest in making hardware bigger and supporting more software. What leverage does MS have against Intel? AMD.


      Never mind the fact that they'll get a better or equal solution cheaper from them.

  34. Jerry Sanders is a disturbed man by blair1q · · Score: 0, Flamebait

    Why people insist on publishing his looping rants as corporate manna is beyond me.

    1. Re:Jerry Sanders is a disturbed man by blair1q · · Score: 2

      Thanks for the idiot mods, AMD jungen.

      Just proves my point:

      Some people don't want to hear the truth.

  35. Why competing with processors is easier. by Christopher+Thomas · · Score: 2

    I have come to believe the following: No matter how technologically superior your product may be, if you compete directly with Microsoft you will lose (i.e. you will make less money, and have less market share). Why this is true for OS's and not for microprocessors I'm not sure.

    It's because it's a lot easier to make a fully-compatible chip clone than it is to make a fully-compatible OS clone.

    A chip's instruction set, bus interface, etc. are well-documented and relatively simple. An OS's API is far more complex, and can much more easily have a cloud of NDAs overshadow the dissemination of its documentation.

    I know which I'd try to clone.

  36. Thanks Jerry by fm6 · · Score: 2
    Everybody who uses a commodity computer owes Jerry Sanders big time -- even if they've never bought an AMD-based system. Consider what things would be like if Intel had been allowed an x86 monopoly. Processor prices would be sky-high, and the market for computers would be a fraction of what it is. That means few home computers, no explosive growth of the Internet, etc., etc., etc. Without his vision, his refusal to accept Intel's short-sightedness, the world would be a less prosperous and much less interesting place.

    It's too bad more technology entrepreneurs don't have Sanders's sense of moral center. Listen up, Scott, Bill, Larry! It's not all numbers and hype!

  37. Meaningless MS rant by Yankovic · · Score: 1

    Somehow I get a feeling that both companies are living under the heavy cloud of Microsoft.

    I found this little tag line to be unnecessary and wrong. From the below text from the article:

    I thought Intel dominated the Microsoft relationship.

    We call it x86-64 [architecture]; it supports all of the x86 instructions. We've added 64-bit capability and instructions that Windows NT64 from Microsoft will support. This is unprecedented in history--Microsoft supporting x86 instructions other than those developed by Intel. This means anybody can run existing 32-bit applications with higher performance and move to 64-bit [applications] seamlessly.


    MS is actually HELPING AMD to compete. How do you figure they're living under a cloud?

    1. Re:Meaningless MS rant by HamNRye · · Score: 3, Insightful

      Microsoft is playing both ends against the middle.

      I have a feeling that the future of processors is that Windows support whosoever supports windows exclusively, and If Linux runs better on your kit, the advantage goes to your competitor.

      M$ is now helping AMD to compete, because AMD is not helping Linux.

      Besides, isn't there something very hypocritical in his disdain for Intel and the big marketing budget, and his love of Microsoft and their big marketing budget. I would have to remind him that anyone powerful enough to help you is also powerful enough to hurt you proportionately.

      This is the same reason that Microsoft keeps Intel on a short leash by playing footsie with their competitors. BG is still upset about some things said and done by Intel. (And incedentally, Intel is mad at MS for....)

      Help or hurt, Microsoft never has nobler motives in buisness. When they are helping you, you may just be getting fattened up for the kill. The fact that your entire company relies on access to and support for Windows leaves you with an Outlook attachment pointed at your head just waiting to go off.

      AMD will find MS and Intel back in bed together before long, so long as the door isn't locking them out too well.

      ~Hammy
      nothing4sale.org

    2. Re:Meaningless MS rant by daveman_1 · · Score: 1
      Besides, isn't there something very hypocritical in his disdain for Intel and the big marketing budget, and his love of Microsoft and their big marketing budget. I would have to remind him that anyone powerful enough to help you is also powerful enough to hurt you proportionately.

      I would like to believe that AMD is playing lip service to MS. This may just be because "Linux" isn't a company so to speak, that markets a product. If you look at AMD's actions, it seems kind of obvious that they definitely support the Linux crowd. It's not as if most techies who use linux don't also support AMD!(At least that is the general impression I get.)

      So perhaps it is all just a show...

      --
      Russian Russian Russian RussianDollSig DollSig DollSig DollSig
    3. Re:Meaningless MS rant by Dr.+Spork · · Score: 2
      I think the idea is that Microsoft ultimately issues the marching orders. Sanders admits in the interview that it is basically in their power to decide whether a processor line succeeds or fails. It is interesting how even the cocky JerryS is not too proud to openly grovel at the feet of Microsoft.

      BTW, this is also the first place where I've heard that Windows64 will natively run in 64 bit mode on the Hammers. (Did I read that right?) This is good news indeed for AMD (and for MS users). Of course it might only be news to me, but last I heard, it was still up in the air whether MS was going to bother with 64 bit Hammer support. Maybe all the recent SuSE work on 64 bit Hammer Linux gave them a little scare! Wow, it's great to read that even in this bleak world of monopolies, competition sometimes springs from the darndest places. I just wish Transmeta were still in the game.

    4. Re:Meaningless MS rant by TheShadow · · Score: 1

      My guess is that MS didn't have a choice. They needed something that would allow them to easily port their existing codebase to a 64-bit architecture... it sounds like Itanium doesn't allow that with any decent performance.

      They will probably go through a transitional period with Win64 where a lot of the code will still be 32-bit... and the Hammer sounds like it will deal with that pretty nicely.

      --

      --
      "What do you want me to do? Whack a guy? Off a guy? Whack off a guy? Cause I'm married."
    5. Re:Meaningless MS rant by supine · · Score: 2

      M$ is now helping AMD to compete, because AMD is not helping Linux.

      Ummmm... didn't AMD contract SUSE to optimise Linux for the Hammer chip.

      AMD Announces SuSE Linux Support for Next-Generation Processors

      marty

      --
      "I can't buy want I want because it's free. Can't be what they want because I'm me." -Corduroy, Pearl Jam
    6. Re:Meaningless MS rant by Anonymous Coward · · Score: 0

      There's been rumours and even evidence (search for AMD64 in Microsoft SDK's...) for a long time that Microsoft has been developing Windows64 for the Hammer. The interesting thing is that Microsoft has not publicly admitted it at all! I wouldn't bet that Windows64 on Hammer will ever appear if Itanic finally gets going...

  38. He's been copying intel way too long by quarter · · Score: 1

    "I'm going to step up to be chairman and not CEO after April 27. I'll be like Andrew Grove [Intel chairman of the board and former CEO]."

  39. Re:What?s written on your tombstone? by Anonymous Coward · · Score: 0

    Somebody quotes Churchill, so you quote
    Bill Clinton. Geeez.

  40. How about this one: by Timmeh · · Score: 1
    When asked What's written on your tombstone? :
    Never surrender; never give up. I mean no surrender, no retreat. You know, a lot of guys say, "We're pulling back for now." [They're] full of shit.
  41. Thank God he's leaving, as he's not cool. by Anonymous Coward · · Score: 0

    Jerry Sanders, cool? Jerry Sanders is an arrogant, egotitistical bastard who's generally been nothing but bad news for AMD. He wears pin strip suits where the pin stripes say "Jerry Sanders". He is chauffered around in an AMD owned Rolls Royce at times when he's cutting the salaries of his employees. He reprices his own options (with help from his buddy-buddy Board of Directors) without repricing the options of his engineers. He gives himself raises during years that the company loses money.

    Jerry Sanders is an idiot and the computer industry will be better without him.

  42. Technology does not make a company by Anonymous Coward · · Score: 0

    Entrepeneurship is the rarest commodity, not engineering skills. How does the fact that he/they acquired technology and knowhow from outside have any relevance? Should they give props to the universities who educated their engineers too?

  43. CEOs are potteymouths. by Anonymous Coward · · Score: 0

    Contrary to popular opinion and belief most CEOs of large and mid sized companies are foul mouthed asses.

  44. This guy is hard core! by daveman_1 · · Score: 1

    I certainly don't agree with all of his ideas.(Especially the ones about MS and Linux...) But this guy truly deserves credit for being on the side of technical superiority in his products, forcing a giant like Intel to HAVE to compete with a company that started with very humble beginnings. It's been a long time coming, but AMD is definitely one of my favorite tech companies. Keep an eye on this company's stock this fall when Hammer is unleashed on the world! And watch Intel's response when they are forced to swallow their pride and make a clone. Hah! Justice just might be served.

    --
    Russian Russian Russian RussianDollSig DollSig DollSig DollSig
  45. TheSkyisFalling...TheSkyisFalling by nickynicky9doors · · Score: 1, Troll

    "What's that noise?"

    "It's the wailing and gnashing of teeth of /. wennies."

    "Wennies have teeth?" "Why the wailing and gnashing?"

    "Put on your teflon/asbestos suit first then I'll tell you"

    "OK so tell me... hey what's that... it smells like flamebait... Whoa... so that's why the wailing, gnashing stuff."

    Microsoft (MSFT) rules. They won. In case you missed it, their operating system drives all of the volume in PCs and is now moving into network servers

    a 64-bit processor called the "Hammer." That's the internal code name, [and it has] a remarkable capability in that it is based on a Microsoft-supported instruction set developed by AMD

    "Yes... the /. wennies are upset because AMD was their shield, the ageis under which they fought the evil, Redmond beast and if your shield tells you it's over in the OS dept then it's over. But now we have to placate them."

    "Why are we gonna placate the /. wennies?"

    "We're Karma Whores. It's what we do."

    AMD would do well to remember the outcome of MicroSoft's deal with IBM that lead to the development of OS/2.

    Yes. I really do have far,far too much time on my hands.

    --

    heuristic algorithm seeks stochastic relationship
    1. Re:TheSkyisFalling...TheSkyisFalling by FFFish · · Score: 2

      What the fuck is a "wennie"?!

      --

      --
      Don't like it? Respond with words, not karma.
    2. Re:TheSkyisFalling...TheSkyisFalling by nickynicky9doors · · Score: 2

      "I don't know. I'm making this up as I go along."
      Indiana Jones

      --

      heuristic algorithm seeks stochastic relationship
    3. Re:TheSkyisFalling...TheSkyisFalling by Anonymous Coward · · Score: 0

      But they'll never let reality get in the way of a good fantasy. Linux is going to r00l the desktop, just you wait. Just like OS/2 was going to r00l the desktop any moment now.

      Actually, historians will point back to this time and say that the first sophisticated OS to see widespread adoption wasn't an descendant of unix, but rather a descendant of VMS.

      I wonder what the creators of VMS would think if they knew that one day, millions of people would turn on their computer to boot up VMS, more or less.

      The battle isn't for the linux-supporters to win, but rather for MSFT to lose. If MSFT can piss off enough customers, some of them might be motivated to seek alternatives. But don't count on anything happening right away.

  46. Re:AMD in Xbox 2 -- Not so fast! by Dr.+Spork · · Score: 2
    You slashdotters should be better at recognizing "strategic" leaks. This is a part of the "big contract" dance that should now be familiar. When you're a company that basically assembles parts, it turns out it's in your interest to make sure your regular parts providers are giving you their absolute rock-bottom price. That's why you float rumors (remember what the Register is) that the contract is going the rival company. Now, MS just twiddle their thumbs and wait for Intel to call them with a deal MS can't refuse. Intel might even supply the chips at cost, to keep AMD from growing bigger and bolder.

    Remember when Dell had that very prominent survey on their website about whether we would buy Dells with Athlons inside? I'm sure almost everybody wanted this, and many people even begged. I bet you Dell got some pretty sweet prices on the next batch of Intel chips! This is just good (and evil) marketing.

  47. Buying anything x86 = support Microsoft. by Anonymous Coward · · Score: 0



    You only dual-boot for games, right?

    Suuuuuuuuuure.

    1. Re:Buying anything x86 = support Microsoft. by Anonymous Coward · · Score: 0

      um most games are only for microsoft and geeks love computer games , are you suuuuuuuure youre not a dipshit

  48. always violate, settle later by Anonymous Coward · · Score: 0

    IP agreements, patents, etc. are all intended to be violated if you want to get anything done at the appropriate time in the market. the reason you file tons of patents yourself is for bartering when you -are- sued by the original people you violated.

    welcome to standard business practice. if you do it any other way you'll never be a huge success.

  49. Re:Did anyone else read the name as 'Jerry Springe by Anonymous Coward · · Score: 0

    Dan-0411 was the pseudonym to describe an employee of Transmeta who discovered an FPU bug in the P-II, as reported by Robert Collin's on hiw www.x86.org site.

    This was before TMTA went public with their "we're making an x86" statement (something I did not suspect until I interviewed there myself.) But as far as I know, the identity of the person is still a secret. It could be any of Ludloff, Brooks, or Collins himself. I doubt its Brooks as he'd likely want the credit himself -- both Collins and Ludloff are subversive enough for it to have been them.

  50. Claw vs Sledge, perhaps? by himi · · Score: 2

    The beta silicon is for the clawhammer - I'm not sure, but I think they may be releasing the sldgehammer later, ie, next year . . .

    Then again, it's more likely either a typo or a thinko . . .

    himi

    --

    My very own DeCSS mirror.
  51. Re:Is Open Source the answer? by Dastardly · · Score: 1

    I am impressed that AMD had the smarts to develop what amount to a from-scratch CPU core using the original NexGen technology to address the major limitations of the Intel Pentium III CPU.

    Umm... K6 was the nexgen processor. Of course all processors build on what was learned previously, but I would not say Athlon was based on NexGen technology.

  52. windows advancing on linux-high-end domain by Anonymous Coward · · Score: 0

    "My point is, Microsoft (MSFT) rules. They won. In case you missed it, their operating system drives all of the volume in PCs and is now moving into network servers. If they have their way--and my guess is they will over time--they're even going to move their Windows NT64 into the high-end Unix-Linux domain."

    Strange, it appears he doesnt know that linux runs on PC's. I believe it is only recently that linux can run on a mainframe.

    Did someone ever mention to this guy that there is a ton of low end linux servers that was once microsoft's domain?

  53. Re:Is Open Source the answer? by RayChuang · · Score: 2

    Actually, the Athlon CPU is a combination of NexGen, DEC Alpha and AMD's earlier K5 technologies.

    What resulted is one very amazing CPU.

    --
    Raymond in Mountain View, CA
  54. Well said! by Da+Masta · · Score: 1

    ...moron who doesn't know Moore's Law...

    I was going to say the same thing, but couldn't have done it better, especially in reply to a flame by a dumbass.

  55. i grew up in detroit. by Anonymous Coward · · Score: 0

    your comment couldn't be truer.

  56. too much [stuff] by sir99 · · Score: 1

    Is anyone else bothered by the quantity of [clarifications] the author/editor inserted? It seems to me that they might change the meaning in some cases. Besides that, most of them are unnecessary.

    --
    The ocean parts and the meteors come down
    Laid out in amber, baby.