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Why AMD Is Still In The Race

Steve Kerrison writes "Despite a woeful inability to provide some of its most loyal customers with stock, and a range of CPUs that, currently, loses out to Intel's Core 2 processors in both price and performance (and who would I be not to mention the diminishing AMD fanboy numbers?), AMD's still got enough tricks up its sleeve to retaliate against Intel in due course. HEXUS.net has an opinion piece on why AMD isn't up the creek. From the article: AMD has been showing off its 65nm wafers for a few months now, which means the Rev G core is on its way. Even if the DDR2 memory controller which arrived with the Rev F only had a small performance benefit, Rev G has a few more improvements than just the die shrink. The latter will enable higher clock speeds and a lower price, plus allow AMD to compete on an equal playing field to Intel, which has been manufacturing 65nm processors since the Pentium XE 955 at the end of 2005."

19 of 272 comments (clear)

  1. Sure... by joshetc · · Score: 4, Insightful

    AMD is in the race to stay alive as a company but they are not in the race to have the top CPU of 2006/2007, which is what really matters.

    1. Re:Sure... by scottnews · · Score: 4, Insightful

      It also depends on Intel. Can Intel get the Core2 mature enough for 2006/2007? That is the advantage AMD has now.

      The Athlon 64 is bullet proof in the server market.

    2. Re:Sure... by arivanov · · Score: 4, Informative

      While they are not top CPU for 2006/2007 their roadmap and strategy will bring them back end of 2007 towards 2008. There is not that much to be gained on the CPU front any more anyway. The differences are marginal and irrelevant for nearly all applications except heavy crypto. In the near future it will be IO, crypto and ASICs which will be the selling points on the higher end.

      There AMD is the clear winner. It has managed to bring IBM and possibly Sun onboard of the hypertransport bandwagon along with a list of smaller specialized players. Power7 is rumoured to be hypertransport (even pin compatible with future AMD CPUs). Sun is also looking at the tech. So are a few ASIC players. The comparable Intel effort is very late and is largely ignored by everyone. Nobody has said that they intend to use it at the last IDF and it looks like a dead duck anyway because it has too many hacks put in with the only purpose of compensating for design failures (no memory controller, etc). As a result porting an existing design to it is a nightmare.

      So in about 2 years from now Intel will be sitting and banging its drums about how good are its CPUs on general purpose tasks without shipping them. At the same time smiling ASIC vendors will be shipping in quantity specialised parts that go into Opteron slots. It will start with the high end, go down to the enterprise and database load and even further all the way down to "physics" CPUs for gaming platforms, "security applications" and the like.

      Intel may have won this years battle, but they are clearly losing the war through lack of long term thinking and loads of panic actions all around. Quite entertaining actually.

      --
      Baker's Law: Misery no longer loves company. Nowadays it insists on it
      http://www.sigsegv.cx/
    3. Re:Sure... by cb95amc · · Score: 5, Insightful

      What really matters is that there is more than one player in the market....The only reason you can buy a Core2 Duo for such a great price is because of the performance of AMD over the past few years.

      I haven't bought an Intel CPU since the Pentium75 back in 1995, have since bought K6-2, K6-3, Duron, AthlonXP and Athlon64, and will continue to buy AMD going forward (providing they don't suddenly become the dominant player) - OK, so I might loose out on a few FPS in some games, but then my GPU is probably the limiting factor in the majority of games I play - and I want to help ensure that competition continues.....

      If I were a large PC seller (Dell, HP etc) I would be thinking the same thing....being able to trade off two companies against each other gets me a better price. If Intel were the only CPU provider you probably wouldn't be able to buy a PC for less than $1500.

    4. Re:Sure... by CentraSpike · · Score: 4, Insightful

      I'm a little confused by your logic. It seems to me that always buying the products of the second largest supplier in a market does not really guarantee competition or at least not the benefits that should come from competition.

      Surely you should be buying the products that give you the best value, no matter which supplier that may be. If we assume for the puposes of discussion (and not claiming any facts) that the current Intel range offers the best value (which may well be independent of market position) then by refusing to switch from AMD to Intel, you are artificially inflating the value of AMD products. This should in effect result in the type of market that would be more akin to a monopoly or cartel, rather than real competition.

      Basically you could be shooting yourself in the foot, and you're definitely acting irrationally from an economics stand point (although maybe not from a marketing point of view).

    5. Re:Sure... by Overly+Critical+Guy · · Score: 4, Insightful

      Yeah, successful businesses like Microsoft who spend three years ignoring a government directive to document server interoperability APIs. Oh, those poor, successful companies who did nothing wrong. Other than defying the government.

      --
      "Sufferin' succotash."
  2. Chipsets.. by xtal · · Score: 4, Insightful

    With their aquisition of ATI, I am much more worried about chipset instability. Anyone else remember the bad old days with the horrible via chipsets and mystery conflicts with nvidia hardware?

    Then the finger pointing starts, and we're stuck in the middle. I'm upgrading for the first time in 3 years, hopefully I can wait all this mess out. It'll be an AMD chip though. If I had to pick, I'd go with whatever platform Nvidia supports in the future. Their commitment to driver quality deserves to be rewarded and won my loyalty - and interestingly enough, I have never purchased another ATI product after their little opengl driver fiasco.

    Why doesn't AMD have a chipset, anyway?

    --
    ..don't panic
  3. you mean by gEvil+(beta) · · Score: 4, Funny

    You mean that just because they haven't been King of the Hill for a few months now that they're still in the game? Wow! Who'da thunkit?

    --
    This guy's the limit!
  4. One Generation by Mattwolf7 · · Score: 4, Insightful

    AMD is only behind this one generation, a company doesn't just throw in the towel after their competitor comes up with a better product... AMD is working right now to come up with their own response. Plus I don't think the stock holders would be happy if AMD came out with a press release "Good Game Intel, you win, we are dissolving the company"

  5. Need to up the ante by Salvance · · Score: 5, Interesting

    AMD is only in the race if they can continue to innovate like they did with the AMD64 dual cores, while also increasing production. Seriously, can anyone get their top processors? I've read that even reviewers have been unable to get their top FX64 chips.
    Even if AMD goes back to their old copy-Intel ways, the value they have brought to the average is immeasurable. Intel would still be stuck on their old single core processor, instead of making plans for 80 core chips that top out at 1 TeraFlop in 5 years. AMD pushed them to get there. AMD needs to focus on creating something far better, and they need to do so quickly ... 5 years isn't that far away in chip manufacturing terms.

    --
    Crack - Free with every butt and set of boobs
  6. Give Them Time to React by eldavojohn · · Score: 5, Interesting
    Ever since news started filtering out about Conroe, the AMD fanboys have been deserting their old object of worship faster than it takes to cook an Athlon XP. It was a 'no-brainer': Conroe was turning the tables on the Athlon 64, and 'ass mastering' it at lower clock speeds -- with faster versions already on the way.
    Did you just use the phrase 'ass mastering' in an opinion piece that is supposed to be newsworthy? Ok, I would like you to submit to me some examples of AMD fanboys deserting and some hard evidence about Conroe and its 'ass mastery.' The hyperlinks in your article are nothing but damn advertisements.

    And please include a 'value' analysis in your report on 'ass mastering' because the lower range Athlon 64's are much closer to my price range than the lowest priced Conroe. You know, there's a vast market out there for people who just want CPUs that run a word processor and connect them to the internet. Vast.

    Intel has clearly made a huge comeback, and intends to drive home its advantage still further with the Kentsfield quad-core part.
    No way. Intel made a comeback? You mean that whenever one side comes out with a newer chip, they are beating the other side? This completely blows my mind. Completely.

    Look, give AMD time to react. I don't think many people have considered them out of the running even for a second. And don't forget about the AMD/IBM alliance. IBM's research (and that is a lot of $$$ & research) backs AMD.

    I find your opinion article to be largely unecessary and fear mongering -- who said AMD was in trouble in the first place?
    --
    My work here is dung.
  7. Performance/price by Ihlosi · · Score: 4, Informative
    loses out to Intel's Core 2 processors in both price and performance



    Last I heard they regained the lead in performance/price in the low-end segment with their latest price cuts.



    It might not be where the glory is, but it certainly is where the (OEM) money is.

  8. Editor? Editor? Anyone? Hello?! by JamesD_UK · · Score: 4, Funny
    (and who would I be not the mention the diminishing AMD fanboy numbers?)
    Perhaps the someone who be not the read the dictionary?
  9. Long enough, and demand vanishes by SuperKendall · · Score: 4, Insightful

    "A woeful inability to provide some of its most loyal customers with stock" can only mean that demand for AMD chips still exceeds supply. Otherwise, they would be happy to deliver.

    Yes but buyers can only wait so long, and if enough buyers are forced to go elsewhere then the demand will vanish too.

    Having something in demand is desirable but in the long term you have to eventually meet demand for a majority of customers or perish.

    I don't think AMD is anywhere near perishing of course, but the supply of these chips seems tight enough that it's not a healthy level of demand at the moment.

    --
    "There is more worth loving than we have strength to love." - Brian Jay Stanley
  10. CPU is only 1/3rd of the equation. by Anonymous Coward · · Score: 5, Interesting

    I got a new system right after Core 2 Duo came out. I really liked what the Core 2 Duo offerred, but compatible motherboards and ram are more expensive than going with (Socket 939) AMD. Go anywhere and price:
    A. mid-range Intel Core 2 Duo, 1GB DDR2 RAM, and a decent motherboard
    B. mid-range AMD Athlon X64, 1GB DDR RAM, and a decent motherboard
    Odds are very good that you will save $50+ going with AMD. That may not seem like much, but if you skimp just a little across a whole system you can save $200+. If you want to go SLI then it gets a little trickier. I have had bad experiences with ATI, so I go with nVidia. There are VERY FEW Intel nVidia SLI boards (in fact, maybe like 5 at the max), so there is not much choice there. There are a lot of ATI SLI boards, though. AMD has nothing but nVidia SLI, so there is a large range of options. Also, the increased bandwidth of DDR2 vs DDR doesn't get you any performance boost at all right now; maybe it will in the future. I would have loved to go with Core 2 Duo, but I felt that AMD's platform just had more options.

  11. Self-adjusting? by Black+Parrot · · Score: 4, Interesting

    If AMD falls too far behind, Intel gets greedy and jacks up its prices and/or slows its performance curve. Then AMD becomes a challenger again.

    Of course, that requires AMD to stay in business...

    --
    Sheesh, evil *and* a jerk. -- Jade
  12. Flamebait Submission by bestinshow · · Score: 5, Informative

    a range of CPUs that, currently, loses out to Intel's Core 2 processors in both price and performance

    No, AMD have a range of CPUs that lose in terms of performance only, however AMD's prices have been adjusted so they aren't losing in terms of performance/price. Barely, admittedly.

    And in terms of price only, AMD are winning there. The cheapest Core 2 Duo, the E6300, is $180. The X2 3800+ is $150. Beneath that are tonnes of single core Athlon 64s and Semprons that make Intel's cheap P4 offerings look lame. If you are spending under $150 on the CPU on your system, then AMD is your best choice still. That probably accounts for the vast majority of computer sales.

    Intel win out when it comes to the high end, because AMD don't have a competitor there. Of course, if you like buying >$500 CPUs then I'm very happy for you, and you will enjoy the vast performance of an E6800 and know it beats everything else out there. Personally I think it is a poor investment to buy cutting edge.

    Kentsfield vs. 4x4 will be six of one, half a dozen of the other. We'll find out halfway through November.

    It's amusing how people think that AMD are going to die because for a year Intel finally will have a better product. For these people AMD has been dying for years and years, yet AMD has only got better and stronger, in markets that matter such as servers. AMD have a superior platform, and that matters here. Who cares about a slightly faster FPU when you can plug in a SIMD co-processor that is 10 - 100x faster? The future? No, they're already available.

  13. You can't buy processors in a vacuum by adam.skinner · · Score: 5, Interesting

    I recently had to make some hardware recommendations for some friends. While I realise that Intel has better bang for the buck processor-wise, it's not true when you start to consider the motherboard. Intel motherboards are wicked expensive, and less stable than their AMD counterpart.

    The last Intel processor I had was a Celeron 700, years ago. I've been an AMD man for a while now. I was considering advocating, if you will, the new Intel chips until I got motherboard sticker shock.

    In then end, I'd go with an AM2 motherboard and whatever processor you can afford. You're still going to need DDR2 ram, but AM2 looks to have some staying power and it accomidates the whole gambit of processor options.

  14. Don't Laugh, Intel helped create the shortage by John+Jamieson · · Score: 5, Insightful

    Indirectly Intel helped create this AMD shortage.

    Here are the causes
    1. By hyping Core 2 so early, it eroded confidence in Netburst, now no one wants a P4. (so the choice is Core 2 or Athlon x2)
    2. Intel cannot produce enough Conroe's. So those who cannot get Core 2 look at Athlons.
    3. AMD had to cut prices in half to match Core 2 (because Intel actually priced Core 2 a little too cheap*) it created more demand than AMD could handle until 65nm and all the Chartered product comes into the channel.
    4. Intel started kissing up to Apple instead of Dell, forcing Dell into the AMD camp.

    Yes, maybe AMD should have turned Dell away, but the real truth is that there is a shortage of everything but the netburst chips! Because Intel made/makes so many P4's the market will be this way for a few more months.

    * if Intel had priced Core 2 duo's 25% higher, it would have helped them clear out the netburst chips. It seems they were more interesed in stopping AMD than they were in making a profit.