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.""
...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.
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)
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.
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"
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.
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?!?!?
"Never surrender; never give up." - Jerry Sanders
"Never give up; never surrender" - Galaxy Quest
Make sure everyone's vote counts: Verified Voting
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.
3 8/
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/04522764
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!
"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 [...]"
At the close of the interview, Sanders says:
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.
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
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.
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.
Curmudgeon Gamer: Not happy
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?
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).
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.
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?
You have a choice: tax and spend Democrats, or borrow and spend Republicans. Choose wisely.
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.
Just curious...
Should invading one's peaceful neighbours be opposed, or rewarded with trade deals?
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?
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.
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!
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?
"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]."
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
"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
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.
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.
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
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.
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
...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.
Thanks for the idiot mods, AMD jungen.
Just proves my point:
Some people don't want to hear the truth.
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.