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.""
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?!?!?
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
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?
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
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