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.
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
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
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
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).
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!
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
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.
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.
Buying up the really smart engineers that your much larger competitor is arrogantly ignoring is good buisness sense :)
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.)
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.
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
What the fuck is a "wennie"?!
--
Don't like it? Respond with words, not karma.
"I don't know. I'm making this up as I go along."
Indiana Jones
heuristic algorithm seeks stochastic relationship
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.
Yama yukaba Kusamusu Kabane
O-kimi no he ni koso shiname
Kaerimi wa seji.
circa 749 A.D.
heuristic algorithm seeks stochastic relationship
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
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
Thanks for the idiot mods, AMD jungen.
Just proves my point:
Some people don't want to hear the truth.