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AMD's "Frantic Price Cuts" May Pressure Intel

kog777 writes in with news of a Needham analyst report alerting their clients to a possible price war between AMD and Intel. Analyst Y. Edwin Mok notes that AMD has cut its prices three times in three weeks. He says that Dell has been playing off the two chipmakers against one another to drive costs down. He suggests that bargain-hunting clients avoid both AMD and Intel stock for now. As an aside, Mok notes that so far Vista is not causing a spike in demand for chips. This story hasn't been picked up very widely; other coverage is at Seeking Alpha.

135 comments

  1. It seems the author is still using his P1 by antifoidulus · · Score: 3, Funny

    shares of AMD rose 3.17 percent, or 46 cents, to $3.17

    Maybe he should check his math processor :P

    1. Re:It seems the author is still using his P1 by modemboy · · Score: 1, Informative

      Yeah WTF? Shares of AMD are at $14.80. I thing they cut and pasted wrong...

    2. Re:It seems the author is still using his P1 by eviloverlordx · · Score: 2, Funny

      Maybe he should check his math processor :P

      Wouldn't that be 3.1699999999999999999 then?

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    3. Re:It seems the author is still using his P1 by A_Non_Moose · · Score: 1

      shares of AMD rose 3.17 percent, or 46 cents, to $3.17

      Maybe he should check his math processor :P


      Haven't math co-processors been on the die since the 486 and original pentium (with the fdiv bu...)

      Oh, wait. d'oh.

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  2. This must be a dell challenge...... by AMindLost · · Score: 2, Interesting

    to see how many suppliers they can drive out of business before they drive themselves out of business.

    1. Re:This must be a dell challenge...... by 99BottlesOfBeerInMyF · · Score: 1, Insightful

      ...to see how many suppliers they can drive out of business before they drive themselves out of business.

      How would Dell drive people out of business by making two companies compete for their account? It is not like anyone will sell at under the cost for a prolonged time. Dell only has about 20% of the market. They are not vital to anyone's survival.

    2. Re:This must be a dell challenge...... by mfh · · Score: 1

      They are not vital to anyone's survival.

      You are absolutely right, but 20% of the market is a big chunk of change to pass up.
      --
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    3. Re:This must be a dell challenge...... by jellomizer · · Score: 1

      Well they could. Companies get sold or go out of business when they are still making a profit but profits are to slim for the owners comfort. So if Competition is too stiff and they are making a small amount of profit, then it would be easy for the competing company to go under costs for a little bit to force them out of the market then they raise their prices again. If say the margins are too small for Intel CPU chips then they will stop making them and go with better margin products. In general a company like getting around 20% profit for their products. Anything less they will normally rethink their business model, because if margins are too slim and they hit hard times it could kill them.

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  3. Of course by Chris+whatever · · Score: 1, Flamebait

    Vista aint creating any spikes in purchases since the people that usually upgrade are the Gamer and we all know that Nvidia has serious driver issues, not sure if that affects ATI as well but as far as i know i will not buy a new sata drive and install vista anytime soon just to get my framerate lowered.

    --A great company said "framerate is life"--

  4. Best bit in the article... by drinkypoo · · Score: 4, Insightful

    ...is totally OT, but it's where he says that a seasonal dip is occurring in PC sales in spite of the release of Vista, which is not causing a rise. In other words, people are either not buying Vista, or are successfully (?) running it on their existing computers. I suspect it's more the former, since Vista is reputed to run slowly on even the latest equipment.

    --
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    1. Re:Best bit in the article... by jimstapleton · · Score: 1

      I suspect it is the former but for other reasons. Vista runs fine on even turn of the century equipment, as long as you don't use Aero. It runs more or less like XP. But DRMier. And with annoying installation popups.

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    2. Re:Best bit in the article... by archen · · Score: 2, Insightful

      This is after Christmas is the big slump in pretty much every industry due to holiday spending hangover - computers are certainly no exception to this. If MS wanted better Vista sales, they should have gotten the OS out before the gift PCs were purchased at years end. I think more than anything this is probably proof that people just use what comes with their computer (whatever it may be), and very few would actually bother to change the OS - Microsoft or otherwise.

    3. Re:Best bit in the article... by GreenEnvy22 · · Score: 1

      On current computers Vista runs fine, people rightly said it was slow while still in Beta, but both my systems run it fine, Desktop is an athlon x2 4200, 2gb, x1800, and laptop is c2d 2.0ghz, 1gb, nvidia go 7600.

    4. Re:Best bit in the article... by Kjella · · Score: 2, Insightful

      ...is totally OT, but it's where he says that a seasonal dip is occurring in PC sales in spite of the release of Vista, which is not causing a rise. In other words, people are either not buying Vista, or are successfully (?) running it on their existing computers. I suspect it's more the former, since Vista is reputed to run slowly on even the latest equipment.

      I think you're reading too much into that. I read it just as "people aren't in a hurry to move off XP". There's nothing to say there's a drop because Vista sucks or anything - it just says people keep buying PCs at a regular pace based on *their* demand. The last time around, XP Home was a huge upgrade over Windows 98SE, and a reason to upgrade in itself. Vista over XP? For all the Windows bashing here, XP works quite well, supports everything except Dx10 and has uptime in the range of weeks for most people I know. I see no reason to rush things just to get on Vista, and neither does anyone else it seems. Personally I'm more waiting for Debian stable, but they're over two months overdue and haven't even gotten RC2 of the installer out yet...

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    5. Re:Best bit in the article... by GregPK · · Score: 1

      Not only that... They would have given all the retail sales people a copy... Many who get a copy go build thier machine right after just for the latest version of windows... But Microsoft built Vista around the idea of just updating your current machine rather than building up a new machine. To make the PC vendors out during the fall happy... Then they had thier tech garruantee which really killed them.. Thier marketing is unfocussed. It needs a big push at retail... Huge!!! Thier best bet now is to just play along until summer around july or so when the stock hits the summer low. Then release it out to all the rsps along with Service pack 1. Help develop a massive lineup of compatable direct x 10 cards and games to release around then. Do a price drop on the xbox hardware lineup of no less than 50 bucks. Push out the Zunephone. Another Push of office 2007. This would make them the king of retail through holiday 2007 and well into 2008.

    6. Re:Best bit in the article... by Fred_A · · Score: 1

      As far as I can tell the only reason for upgrading to Vista for "normal" MS users would be DirectX 10. However no apps use that. Is there anything out there at all that mandates the use of Vista ?

      From a users'pov, Vista does little more than add some eye candy and some extra clicking (and maybe provide a few more games on top of solitaire and spider). I doubt that anyone cares about the "added security" given MS's past record in that area.

      Now that everybody has spent $$$ on XP software to lock down his machine against viruses, worms and assorted malware in the form of scanners, firewalls, etc. are they in a hurry to dump all of that to switch to Vista ? With no guarantee that all all of that will still work ? So they'll most likely have to do it all again ?

      I don't store any media on my Windows partition which is reserved for gaming so I wouldn't care about the DRM stuff (although I certainly would if it was my main OS) but I'm certainly in no hurry to upgrade. What will still work ? What won't ? At what price ? Who knows ?
      For now XP runs the 5 or 6 games I play regularly (as it runs the few apps each XP user regularly runs) and it's fine by me. If it isn't broken don't fix it.

      From what I've seen around me (mostly XP users) a lot of people think along the same lines. They won't upgrade until they *have* to. That is until it's forced upon them, either with a new machine or by an indispensable piece of software that absolutely requires it.

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    7. Re:Best bit in the article... by lateralus_1024 · · Score: 1

      you must be one of those rich kids from the upper east side.

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    8. Re:Best bit in the article... by GreenEnvy22 · · Score: 1

      not really, laptop is works, not mine. Desktop has been upgraded slowly over the years.

    9. Re:Best bit in the article... by NeMon'ess · · Score: 1

      Doesn't Vista's Aero Glass render text and icons as 3D textures, so they scale evenly? I know too many relatives with 17 or 19" LCDs running at 800x600 because otherwise the text is too small for their liking. In XP, even if they change Windows' to Large Fonts, icons are too small to be readable, as are many apps.

  5. It is not the CPU for Vista by linzeal · · Score: 0, Offtopic

    It is the utterly lackluster performance of older hard drives and less than 2 gigs of memory that is killing most of the Vista installs I have seen. 5400 rpm drives are constantly seeking even for the most mundane tasks in Vista. A clean install of XP x64 pro on my old AMD 3000 1 gig ran gloriously for 2 years. Tried the Ultimate version last weekend on the same machine. Besides the Nvidia driver problem in Vista I have come up against a brick wall trying to get my old PCI IDE card working.

    1. Re:It is not the CPU for Vista by NewbieProgrammerMan · · Score: 1

      5400 rpm drives are constantly seeking even for the most mundane tasks in Vista.
      As if that's new....I wish I had a nickle for every time I sat there wondering what the hell Win2000 or XP was doing with all my CPU cycles and disk I/O when all I did was right-click on something in Explorer or try to copy a 2kB file.

      Honestly, what does Vista offer that should make me want to buy a new machine with >= 2GB of RAM just to run the damn OS?
      --
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    2. Re:It is not the CPU for Vista by Rycross · · Score: 0

      You should check out the sysinternals tools for monitoring registry and disk access. I was floored by just how much explorer was doing in the background for the simplest operations.

      As far as your Vista upgrade question goes, as someone who uses it, not much. It has a prettier GUI. It's more responsive on my computer at home than XP, mainly due to the fact that it uses my video card and dual core better. The UAC stuff (defaulting admin accounts to lower priveledge levels and requiring them to specifically raise priveldges a la sudo) is actually a good idea, despite what Apple and Slashdot want you to think. But most of these are marginal improvements for an already-experienced computer user, and certainly not worth hundreds of dollars in upgrades.

    3. Re:It is not the CPU for Vista by Lockejaw · · Score: 1

      What gave you the idea that Apple thinks using sudoer accounts for admins is a bad idea?

      --
      (IANAL)
    4. Re:It is not the CPU for Vista by Rycross · · Score: 1

      Their over-the-top commercials making fun of, and completely misrepresenting, UAC? But then again, its marketing, which is usually just a couple steps away from lying.

    5. Re:It is not the CPU for Vista by sBox · · Score: 2, Funny

      At my company we are waiting to see which executive demands Vista first on his laptop because "it runs fine at home." Imagine running Vista on a laptop bound by 512MB-1GB RAM, a 2.xGhz proc, a 5400RPM harddrive with Pointsec encryption and SAV real-time virus protection. Why not just paint an image of a desktop on the LCD--you'll see the same results with the OS.

    6. Re:It is not the CPU for Vista by ACMENEWSLLC · · Score: 1

      >>As if that's new....I wish I had a nickle for every time I sat there wondering what the hell Win2000 or XP was doing with all my CPU cycles and disk I/O when all I did was right-click on something in Explorer or try to copy a 2kB file.

      It's your add-on's doing this, more than likely. If I were to guess, I'd say WinZip.

      If you have WinZip, go into the options and turn off explorer extensions. Then try right clicking. This really kills you when right clicking on a file over a WAN link.

    7. Re:It is not the CPU for Vista by rizzo320 · · Score: 1

      I do have to say I get asked questions much more in Vista than I do in Mac OS X 10.4. In Vista, I've found its asking you about things before you even get to where you want to be, like for example with control panels. On the Mac, you are not queried for a username or password unless you need to make a change, in a protected system preference, for example. The fundamental difference is that Vista is warning you that you are in an area in Windows where you could make a change, where as in Mac OS X 10.4 you are queried right before you execute a change. I think it's a good idea where Vista is going, but, not quite refined yet. It would be nice to have different levels of UAC for a user to pick that determines how secure (and how many warnings are received) the user account is.

  6. Fab prices by modemboy · · Score: 2, Insightful

    I wonder how much of the price cuts have to do with the fab costs. Intel has pretty much completely transitioned to 65nm fabs for their new chips, while AMD is still in the middle of the transition and just launched retail 65nm chips at the beginning of the year. Perhaps AMD is dropping their prices to get rid of all of their 90nm chips, and/or they are getting good deals from the 90nm fabs as they drop prices to compete with the 65nm fabs (I believe AMD outsources a lot of their fab work.)

    1. Re:Fab prices by bindo · · Score: 5, Interesting

      or they are getting good deals from the 90nm fabs as they drop prices to compete with the 65nm fabs (I believe AMD outsources a lot of their fab work.)

      you believe wrong.

      Intel, amd and IBM are the three last big behemoths of bleeding edge chip fabrication. And to keep up IBM and AMD signed a deep alliance at the beginning of the decade.

      First outsourcing for chips from AMD was last year and it took 5 years and a failed deal to arrange.
      Normally in these conditions partners are NOT fungible. As in THERE ARE NO 65nm merchant fabs in the world who can compete with Intel or AMD ...

      They are clearing inventory. The point is: what will the price of the new parts be??
      In the chip industry this is the way price wars erupt. You make MORE space than necessary in your listings and the new parts start lower than where the older parts started.

    2. Re:Fab prices by Anonymous Coward · · Score: 0

      Additionally, they make 65nm and 90nm chips at the same facility. Most likely at IBM's newest fab in East Fishkill, NY. It would entirely too expensive to create a new fab for each new process size.

    3. Re:Fab prices by Anonymous Coward · · Score: 1, Insightful

      TI has sizable fabs and makes large processors for a company you know very well..

  7. Umm Yea... So... by jellomizer · · Score: 5, Insightful

    Isn't that what competing companies supposed to do? This has been happening for a long time. During the 1990s AMD was selling their chips for cheaper prices then Intel. Then around the Early 2000s AMD finally got a good reputation and better then Intel's so Its prices went up (Increase in demand). Now with Intel Core Chips which perform very good and are relatively inexpensive Intel Chips are getting more demand. So in order to keeps AMDs line selling they will Lower the prices on their chips. Now Intel will choose wether the demand for their chips at there prices will still work with the market or they will need to lower the chip prices. Now a word of waning about Price Wars, The consumer usually wins at first then they they slowly get screwed as the war lingers. Lower Price Chips means less R&D and Less Good Improvements and More Quick Patches and Fixes. So quality will drop. I know people want to think of a perfect world where we get Top Quality Products at Discount Products, But in reality that is not the case, I am sorry but the $400 Dell Laptop is Lower Quality then the $2500 MacBook Pro. There may be a feature that is better but overall you are getting less.

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    1. Re:Umm Yea... So... by 99BottlesOfBeerInMyF · · Score: 3, Insightful

      Isn't that what competing companies supposed to do?

      Yup.

      Now a word of waning about Price Wars, The consumer usually wins at first then they they slowly get screwed as the war lingers. Lower Price Chips means less R&D and Less Good Improvements and More Quick Patches and Fixes. So quality will drop.

      I'm not sure I agree with this. No company with any sense ties their R&D budget directly to their incoming revenue. R&D is an investment and the amount should be based upon a risk/reward/intitial cost assessment. Just because I lower prices by 20% does not necessarily mean my investment in some new tech has any less potential for profit in the future. The real danger is not lower quality, but the possibility that one company might "win" and monopolize the market, then use that monopoly to entrench their position and ruin other markets. For example, suppose Intel drives AMD out of business, then introduces some patented feature to the "standard x86" chipset. Or suppose they dominate the market, but ship integrated graphics chips with all CPUs, thus forcing consumers to either use theirs or buy a second one as well, that works better.

    2. Re:Umm Yea... So... by jellomizer · · Score: 1

      Well it could. Lets say some research is based on using more expensive materials to make a performance exponentially faster. Now the company needs to be more cost competitive the R&D is changed from making Faster Chips to more affordable ones. So more effort will be towards making chips that run at the same speeds but are cheaper to produce.

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    3. Re:Umm Yea... So... by timeOday · · Score: 3, Insightful

      I know people want to think of a perfect world where we get Top Quality Products at Discount Products, But in reality that is not the case.
      You're saying that value to the customer is a constant, and the only thing that changes is the tradeoff between price and quality. I completely disagree. Until about 4 years ago, Intel had screwed customers for 20 years because they had no real peer. Quality was (mostly) good, but Intel's prices were extremely high, and didn't start to fall until about 1999. For all those years, Intel had a huge profit margin, allowing them to live high on the hog, expanding into lots of business where they failed, waste *billions* on the failed Itanium, and grow top heavy. The war chest to survive all this and come out none the worse, came from consumers' wallets.
    4. Re:Umm Yea... So... by tlhIngan · · Score: 1

      I'm not sure I agree with this. No company with any sense ties their R&D budget directly to their incoming revenue. R&D is an investment and the amount should be based upon a risk/reward/intitial cost assessment. Just because I lower prices by 20% does not necessarily mean my investment in some new tech has any less potential for profit in the future. The real danger is not lower quality, but the possibility that one company might "win" and monopolize the market, then use that monopoly to entrench their position and ruin other markets.blockquote>

      Though there is a certain point where this happens. Competition to the bottom works great, until you hit a certain point where it's really detrimental to the consumer. Take for example cellphones. Ever notice that Europe and Asia get a lot more cellphones that do everything or nothing, while we get 3-generations behind phones here in North America? I'm talking about the phone handsets, not the network (which has good reasons for being behind). I'm fairly certain this drive towards the "free phone" has led to this, as manufacturers make innovative products for the more lucrative European/Asian market (and charge accordingly), then when the phone's so old that manufacturing's fairly trivial, they bring it over and sell it for cheap. (There are a few exceptions, like the Blackberry, which doesn't really exist much outside of North America...).

      I believe this has happened in other markets as well where the almighty dollar has led to innovation being withheld - ever notice places like Japan and Asia tend to get the latest in technology first? Now it could just be that it's easiest to recoup costs in places where having expensive high-tech toys is a status symbol moreso than cheap products, or even live alongside them, and people still buy expensive stuff.

      At least with AMD and Intel, they haven't reached this stage yet where people aren't willing to pay and will go for the cheaper competitor. Though, given that the performance of those processors aren't as great, people aren't willing to pay for them. Transmeta, anyone?
    5. Re:Umm Yea... So... by jellomizer · · Score: 1

      Well I am sorry but the value to the customer is less variable then Cost vs. Quality. Competition is good, it keeps the company honest. Competitive Wars are not, to many resources are towards fighting the war. There is usually a degree if a company has a large enough lead, where both Price and Quality can both go in positive direction. But in a situation of a Competitive War sacrifices are needed to be made.

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    6. Re:Umm Yea... So... by 99BottlesOfBeerInMyF · · Score: 1

      Competition to the bottom works great, until you hit a certain point where it's really detrimental to the consumer. Take for example cellphones. Ever notice that Europe and Asia get a lot more cellphones that do everything or nothing, while we get 3-generations behind phones here in North America?

      You attribute this to too much competition instead of not enough? The difference between the US and Europe is not that there is less competition among cell phone providers in Europe. The difference is that in Europe Cell phone providers are not allowed to tie cell phones to services and if they did it would not work because they have many cell phone service providers, while in a common location in the US you might have 2 or 3 and there are significant barriers to adding more. The problem in the US is that we don't have enough competition and cell phone service providers are allowed to bypass the competition in the phone market using the service market.

      I believe this has happened in other markets as well where the almighty dollar has led to innovation being withheld - ever notice places like Japan and Asia tend to get the latest in technology first? Now it could just be that it's easiest to recoup costs in places where having expensive high-tech toys is a status symbol moreso than cheap products, or even live alongside them, and people still buy expensive stuff.

      I think you're failing to show the link between the level of competition and the lack of innovation. Historically and according almost all economic models increased competition drives increased innovation.

    7. Re:Umm Yea... So... by Robert+The+Coward · · Score: 1

      Or it could be that that small county's have Just one Phone Network and only a small number of tower to update to make changes to there network to support things like 3G and other advanced Features were in the USA we have the opposite effect Large Area Lots of Towers and slow upgrade cycles. Plus the existing Networks of Verizon and Cell One Plus the Newer GSM networks that phones have to be setup to work with. It was less then 1 Year ago when Verzion phones droped the analog network and just support 3 Differnet Digital systems now. Not to mention the 2 or 3 Different Data Standard that have came up over the years as well.

    8. Re:Umm Yea... So... by dgatwood · · Score: 1

      There's a difference between increased competition and increased commoditization. Having a larger number of competitors increases innovation. Increasing the price-oriented competition between the existing players increases commoditization, which progressively decreases innovation until a new player enters the field or until one of them realizes that they've made a mistake. You do not want processors to be purchased based primarily on cost.

      Of course, one could legitimately argue that it is the lack of any new, innovative ways to improve the product that leads to the commoditization rather than the other way around. I suspect that either one could be the cause, or a third, distinct cause could exist. Either way, they tend to go hand in hand.

      I do agree with you, though, that for the reasons you cited, the cell phone market is a bad example. A better example might be the pocket calculator market.... Apart from the occasional super-high-end precursor to the PDA like the TI-81, there hasn't been a lot of innovation in your typical pocket calculator in years, and those rare exceptions that provide innovation have generally not resulted in innovation that trickles down into the price range of a typical calculator.

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    9. Re:Umm Yea... So... by Chris+Burke · · Score: 1

      Lets say some research is based on using more expensive materials to make a performance exponentially faster.

      Taking 'exponentially' non-literally, do you mean something like a brand-new fabrication plant with state-of-the-art technology for a smaller silicon node, which costs billions of dollars that cannot be recouped until well after the plant is finished and producing production parts? Developing and re-tooling for silicon on insulator or strained silicon?

      I don't think you realize just how competitive these companies are, and just what kind of technological realm they are competing in. Throwing billions of dollars into R&D for advanced tech is run-of-the-mill for them, because if they ever stopped doing so they would fall behind on the Moore's Law curve very quickly and then the incoming cash would stop and they'd be out of business. At least the CPU business.

      If any of these companies saw a way to increase performance -- by a lot less than "exponentially" -- they would immediately jump on it.

      Now the company needs to be more cost competitive the R&D is changed from making Faster Chips to more affordable ones. So more effort will be towards making chips that run at the same speeds but are cheaper to produce.

      It doesn't really work that way. Remember that multi-billion-dollar fab I was talking about these companies building as a matter of course? Well, not only does it allow them to make faster circuits, to simplify things they are faster because they are smaller. Smaller means cheaper -- most of the cost is per-silicon-wafer, so more chips per-wafer means less cost per-chip. So to get your chips that run at the same speeds but are cheaper to produce, you take your same chip from before in the new smaller tech and (glossing over the technical issues) you're done -- smaller cheaper chip, same performance. But they can also use this new tech to make a chip that was the same size as ones before, but has more transistors (hopefully translating to more performance). Even a technology that didn't reduce the size directly but increased performance would also have the same effect -- you can either use the same tech to get a faster version of the same chip, or get an equal-speed version of the chip that is simpler and hopefully thus smaller and cheaper.

      This all feeds back into why in their quest for low prices they will not give up R&D for fast tech. Because if one company stops researching tech to make chips go fast and focuses on cheap, and the other focuses on tech for speed, then the one that focused on speed will soon not only have chips that out-perform anything the competition has, they will also have chips that are the same or greater speed than competitors but also cheaper. At that point it is no longer a price war but a slaughter.

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    10. Re:Umm Yea... So... by Anonymous Coward · · Score: 0

      The question i have is:
      Does buying a $400 laptop every 6 months seem better to you than buying a $2500 laptop every 4 years? I'd say the $400 laptop would be better in a lot of cases.

    11. Re:Umm Yea... So... by geekoid · · Score: 1

      I would like to add that there were a series of production 'break thoughs' about 3 years before that. They dramitically lowered the cost of the chip. AMD , at that time, was in a better position to leverage those changes.

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    12. Re:Umm Yea... So... by Anonymous Coward · · Score: 0

      Competition between Intel and AMD is good for consumers. Electronics companies spend money on R&D to be compeditive (as already highlited in this thread). However, be aware that the cost of R&D is probably quite insignificant to these guys. The cost of upgrading their factories to a new .nm progcess is most likely several fold the cost of designing the chips. The other big cost, is as new products are manufactured for the 1st time, as much as 95% of them are "duds". That obviously hurts.

      Competition means more new products and more regular upgrades to factories. Those two are (probably) the killers.

      The big threat here is that all this means that AMD & Intel have lower margins and make less profit. This could affect their ability to raise finance. Which leads to fewer factory upgrades and fewer new products.

      Anyone with some Intel/AMD financials?

  8. A plea to Dell by jeffmeden · · Score: 5, Funny

    Please, mr dell, start a price war between RAM manufacturers next! I live in perpetual obsolescence thanks to the dramatic cost of DDR and DDR2! Won't someone think of the child processes!

    1. Re:A plea to Dell by WuphonsReach · · Score: 1

      Please, mr dell, start a price war between RAM manufacturers next! I live in perpetual obsolescence thanks to the dramatic cost of DDR and DDR2! Won't someone think of the child processes!

      Memory prices are already down to about where they were last July (2006). That's about 30-40% less then prices were in Nov/Dec 2006.

      --
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    2. Re:A plea to Dell by Envy+Life · · Score: 1

      Last I checked, Dual Channel DDR2 667 is cheaper than PC100 SDRAM. Apparently obsolescence comes at a premium!

    3. Re:A plea to Dell by AbRASiON · · Score: 1

      A joke this post was meant to be but by golly this lad has a point.

      WTF is with ram prices? CPU's, hard disks, displays are all going down as per usual but ram, which normally follows the rest of the industry is sticking darn tight to that 200$ US per 2gb of decent quality ram level.

      It's been there for a while, it's becoming quite annoying - I had a 2gb machine 2 years ago and it cost maybe 300$ US, 100$ US in 2 years does not make for a good price drop!

      4GB "kits" need to come soon from OCZ / Corsair / Kingston etc, at least for the enthusaist end of the market and NOT at 500$ US!

    4. Re:A plea to Dell by MojoStan · · Score: 1

      WTF is with ram prices? CPU's, hard disks, displays are all going down as per usual but ram, which normally follows the rest of the industry is sticking darn tight to that 200$ US per 2gb of decent quality ram level.

      It's been there for a while, it's becoming quite annoying - I had a 2gb machine 2 years ago and it cost maybe 300$ US, 100$ US in 2 years does not make for a good price drop!

      I hear ya. RAM prices are so frickin' unpredictable. I've been hoping for a DDR2 price war similar to the fantastic PC133 price war of November 2001, when the shipping cost of PC133 was higher than the price of the RAM itself (128MB - $5, 256MB - $10).
      --
      TO START
      PRESS ANY KEY

      Where's the 'ANY' key? I see Esk, Kitarl, and Pig-Up...

  9. "frantic" ?? by zoomshorts · · Score: 1

    What are pre-prepared , planned advertisements, allowed?
    This is MORE than hollow ...

    1. Re:"frantic" ?? by drinkypoo · · Score: 1

      What are pre-prepared , planned advertisements, allowed? This is MORE than hollow ...

      Are you always this dumb, or is your brain at the cleaner's?

      An article about how AMD can't sell processors so they are forced to drop prices ain't an advertisement for AMD. It's also not an Intel advert, because it suggests that AMD processors are getting damned cheap.

      Most geeks use PC clones because they feature the best price:performance ratio. So this is news for nerds. And you are just whinging.

      --
      "You're right," Fisheye says. "I should have set it on 'whip' or 'chop.'"
    2. Re:"frantic" ?? by Anonymous Coward · · Score: 0

      And you are just whinging.

      The word you want is whining.

    3. Re:"frantic" ?? by WhiplashII · · Score: 1

      To be honest, my first thought when I read this was: "Did someone just spam slashdot?"

      Imagine:
      1. Sell short on Intel and AMD shares.
      2. Post Slashdot story about price war between Intel and AMD.
      3. Watch as the share prices fall and your profit goes up!

      --
      while (sig==sig) sig=!sig;
    4. Re:"frantic" ?? by Anonymous Coward · · Score: 0

      I believe the word this individual wanted was whinging and I believe the poster is from Australia. So stop your whinging.

    5. Re:"frantic" ?? by MrPeach · · Score: 1

      No, actually the word IS "whinging", except they use it over in "Jolly-Olde-England" - you know, the cradle of our language?

      http://www.freesearch.co.uk/dictionary/whinging

      Don't be so provincial.

    6. Re:"frantic" ?? by Anonymous Coward · · Score: 0

      Sorry, we beat you chaps in a war and no longer use your spelling or your side of the road.

  10. Price War by moore.dustin · · Score: 4, Insightful

    There has been a "possible price war" for the better part of a year with these two companies. AMD has cut prices a couple times now and Intel has responded similar moves and with new chip technology that proved to be a large, significant advancement. I am not sure what we are looking for to confirm a price war, but as far as I can tell, these companies have been going at it for some time now. With the industry changing every year it seems, it might be difficult to classify this as a price war. Is this simply strong competition in a large market that effects both business and individual consumers?

    For those looking for a "price war" you do not need a confirmation. It has been going on for over 7 years now. This article dated Feb 28, 2000 details price cuts by AMD in response to Intel cuts. Then, look who is still at it 6 years later - Price Wars Intensify as Intel Slashes Chip Prices. It is a seesaw game that, hopefully, will not end any time soon. The more they go at it, the more the consumer stands to gain.

    Now a related question... Do you think consumer demand or competition with each other is causing the rapid advancement in chip design and architecture.

    1. Re:Price War by Sporkinum · · Score: 2, Insightful

      At least in my case, I see no reason to change CPU as my xp2400 does well enough by me. I would need to replace my ram, mobo and CPU and possibly video card to move to a newer generation. That's at least $300 with even a cheap CPU and getting a mobo that supports AGP It also wouldn't cover replacing the 2.5gb of ram I currently run.

      I'm sure most people don't need as much horsepower as they are pitching now.

      --
      "He's lost in a 'floyd hole"
    2. Re:Price War by Hoi+Polloi · · Score: 1

      I agree. I have the same urge to have the best this-or-that like many people but after pushing my emotions aside my current system (AMD 64 x2 3800, 2gb ram, NForce4, etc) runs like a champ. I wouldn't upgrade until new software starts to grind or I have to run at annoyingly low settings at games. Even then it would have to be at a point where it wasn't just the CPU but the MB, RAM, and video that needed replacing too.

      My last upgrade was a complete rebuild of every single component. I went from a 486 VLB system to my current PCI-E one. I think I skipped about 4-5 generations.

      --
      It is by the juice of the coffee bean that thoughts acquire speed, the teeth acquire stains. The stains become a warning
    3. Re:Price War by kabocox · · Score: 1

      Now a related question... Do you think consumer demand or competition with each other is causing the rapid advancement in chip design and architecture.

      My Girl is just finished selling Girl Scout Cookies. It's competition with other girls and not demand for the cookies. There isn't any demand until you start deliverying and then some one wants a box right then. The GSC are all the same product though troops sell boxs at different prices. If you want cookies, it's cheaper to go to Walmart and buy almost anyother cookie other than GSC. (The GSC cost .8 a box to make and the rest is "profit" for the GS organization.)

      Although there are alots of niches that would love increased CPU speed, your average consumer isn't "demanding" it. That average guy wants Vista to run fast on their new Dell and his tech guy friend has told him that Vista will run slowly on a $3-4K computer so that consumer is holding off until a $.5-$1.5K computer can comfortably run Vista. However long that may be. What I'd like is 4GB of ram standard in bottom tier $500 Walmart HP desktops and soon not just in 2017.

    4. Re:Price War by benzapp · · Score: 1

      My last upgrade was a complete rebuild of every single component. I went from a 486 VLB system to my current PCI-E one. I think I skipped about 4-5 generations.

      Umm, is this a joke?

      I have a Compaq LTE Elite laptop I got in 1994 for like $4,000. It has a 486 DX2/50, 16 megs of ram, and an ungodly slow 340 meg hard drive. It has Windows 95 installed it. They made computers solid back in those days. This thing still works incredibly.

      I powered it up a few weeks ago and was amazed at how slow it was. Netscape 3.0 was installed on the machine, as well as Opera 5. I remember installing Opera on it years ago as it worked so well in low-memory setups.

      Needless to say, the thing is useless. I would lose my mind if I had to use such a laptop on a daily basis.

      Are you a masochist?

      --
      I don't read or respond to AC posts
    5. Re:Price War by Hoi+Polloi · · Score: 1

      This was well over a year ago but no, this isn't a joke and yes, barely anything ran on it towards the end. I was using it mostly for email and web browsing but some apps, like MAME, would actually run reasonably well on it. It was so old the CPU heatsink didn't even need a fan. My current video card (Nvida 7800gt) has more memory on it than all the ram in my old machine. I put off upgrading since it seemed I always had another cash priority at the time. The thing NEVER failed amazingly enough (for the record it was a Micron PC). I built my current rig.

      And yes, I'm a masochist AND a cheapskate.

      --
      It is by the juice of the coffee bean that thoughts acquire speed, the teeth acquire stains. The stains become a warning
    6. Re:Price War by Deliveranc3 · · Score: 1

      The solution to your woes exists but good lord is it ugly, there are mother boards that support Core 2, DDR1, AGP and IDE.

      Unfortunately these boards are designed to be very low end and this tends to come at the cost of reliability, stability, and driver support.

      Asrock makes several such boards and these boards are responsible for their reputation of poor quality.

      When performance starts to degrade and the upgrade market doesn't look promising overclock (hey you were gonna replace it anyway right? If it blows up it saves you wasting your precious mental cycles on the problem), format your OS (Windows), or move to a faster GUI (Linux, I recommend Enlightenment).

    7. Re:Price War by Anonymous Coward · · Score: 0

      At least in my case, I see no reason to change CPU as my xp2400 does well enough by me. That's nuthin'. My primary desktop is a 900MHz Celeron (P3-based) with TNT2 m64 graphics running Windows 2000 (I don't know why that makes me proud). It can (barely) play DVD/XviD videos, browse the web with Opera/IE6, run Office XP, and Win2K will get security updates until July 2010. It meets my current needs.

      However, a "killer app" is coming later this year that will probably convince me to upgrade: hi-def porn. I'm not kidding (checks "Post Anonymously" box).

      As Anandtech showed, a high-bitrate h.264 Blu Ray movie requires (without GPU help) a Core 2 Duo E6700 to playback without skipping frames. A low-end DirectX 9/10 GPU will help a little, but I'll obviously need a Core 2-era dual-core CPU to run my killer app.

      Since HD DVD's and Blu Ray's DRM has been cracked, I expect hi-def porn to be available to rent and rip pretty soon (I don't plan to download 20+ GB per movie).

      I personally feel triumphant for skipping a CPU architecture generation (Netburst/Athlon64), four GPU architecture generations (T&L, DX7, DX8, DX9), two memory generations (DDR/DDR2), and an OS (WinXP). If I wasn't such a horn dog, I could probably use my 900MHz Celeron until extended support for Win2K ends in 2010.

  11. analysts produce news like cows produce methane by markhahn · · Score: 5, Insightful

    the analyst industry is quite amazing - all you have to do is repackage common knowlege as something special and people will pay you for it!

    seriously - AMD and Intel are normally out-of-phase in product intros. it's been this way for many years, so we have to assume it's deliberate. Intel made a major improvement by souping up the Pentium-M line into Core2, and has gained a nice lead in some, even most, benchmarks. mainly due to some fairly narrow improvements that AMD hasn't yet answered, like 1-cycle throughput SIMD operations. AMD's current offerings are largely unchanged since the original Opteron intro (2003?), except for smallish tweaks like bigger caches, faster memory, doubled cores. AMD still does well for applications which are sensitive to memory bandwidth, for instance - part of the original technological jump of the K8.

    AMD is about to introduce their response to Core2, and it seems quite promising based on the hints AMD has provided. Intel's not in a position to respond immediately, since 45nm production is some way off, and it (Penryn) will apparently be just a shrink of the current Core2 design.

    in short, it's only sensible, sound business practice for AMD to drop the prices of their mature, high-yielding, partly-outsourced half-gen-old products. performance is still competitive with Intel's products - at a time when Intel's yields are probably not yet mature. in a way, this sets the stage for AMD to introduce its next-gen parts at a more comfortable margin.

    1. Re:analysts produce news like cows produce methane by drinkypoo · · Score: 1

      seriously - AMD and Intel are normally out-of-phase in product intros. it's been this way for many years, so we have to assume it's deliberate.

      Why is that? I cannot disagree strongly enough. As long as there's demand for your chip, you can sit fat, dumb, and happy, selling processors. When there isn't, you'd better get that next chip our the door, or your ass is grass. You don't want to bring out the new chip too early, though, or else either you will not be able to price it competitively, or it will cannibalize sales of a product which is already selling quite nicely. The longer you sell a product, the less amount of money per unit goes into recouping R&D, so you want to sell the same product as long as possible, hence you don't release the new one until sales get soft. Pretty elementary stuff here.

      in short, it's only sensible, sound business practice for AMD to drop the prices of their mature, high-yielding, partly-outsourced half-gen-old products. performance is still competitive with Intel's products - at a time when Intel's yields are probably not yet mature. in a way, this sets the stage for AMD to introduce its next-gen parts at a more comfortable margin.

      This part of your comment, however, is entirely correct. AMD is doing the smart thing here. If they can dump these old products they can get ready for the new ones that will be more competitive, and in the process take away some of intel's revenue by either decreasing their sales or forcing them to lower their prices to compete. Either way, it's good for the consumer.

      --
      "You're right," Fisheye says. "I should have set it on 'whip' or 'chop.'"
    2. Re:analysts produce news like cows produce methane by Chris+Burke · · Score: 1

      AMD still does well for applications which are sensitive to memory bandwidth, for instance - part of the original technological jump of the K8.

      Latency, actually. The on-die memory controller puts RAM closer to the chip and is thus faster to access. K8 does do well in the bandwidth category in multi-socket situations, since the on-die controller means the amount of bandwidth scales with the number of sockets (memory controllers).

      Just a nit to pick for those who are interested. :)

      --

      The enemies of Democracy are
    3. Re:analysts produce news like cows produce methane by Anonymous Coward · · Score: 0

      No, bandwidth if the CFD crowd are to be believed.

    4. Re:analysts produce news like cows produce methane by Glasswire · · Score: 1

      AMD is about to introduce their response to Core2, and it seems quite promising based on the hints AMD has provided.
      Yes but promising in what vector -just performance or price/performance? Barcelona is a big huge die (costly to make) that AMD has already hinted they want to sell at a premium. Just putting the other K8 architecture onto 65nm isn't going to gain them the kind of across-the-board improvement in all segments that Core 2 architecture will for Intel -which is just now phasing out the last of the old NetBurst crap and bringing the Core technology down into budget chips. (Watch for Core-based Celerons mid year).
      I don't see that AMD's '07 advances help their competitiveness much in the mid and lower priced clients segments and the halo effect of having the fastest floating point quad core selling for premium price servers is not going to go very far. They'll have to really cut their margins in most catagories and even if Barcelona does sell at a great premium, I predict their average margins go down in 2007 (even though they have been rising due to much larger server component in their product mix)

    5. Re:analysts produce news like cows produce methane by vakuona · · Score: 1

      Maybe it's wishful thinking, but I don't think AMD would want a price war with Intel unless they have a good product coming through. They better hope Intel hasn't left something in reserve. I think it would be a good strategy then. Build up market share despite an inferior product, then hit the competition with a really good product.

      I would be happy to see AMD breach 30% share.

      Must...wake....up....now

  12. Vista by Threni · · Score: 0

    There's no sudden demand for CPUS for Vista for 2 reasons. 1) people aren't rushing to buy vista, and 2) if you can run w2k or xp on a system you'll almost certainly be able to run Vista on it with no changes. If you need a change, it's probably a slightly more recent graphics card, or another 512mb of ram.

    1. Re:Vista by BlackSnake112 · · Score: 2, Informative

      2) if you can run w2k or xp on a system you'll almost certainly be able to run Vista on it with no changes.

      in a word... no.

      vista likes dual core (or 64 bit capable) cpus. It can run on single core but you will not like how it runs. I think vista was supposed to be only 64 bit. During the testing on beta all the 64 bit capable machine ran it a lot better. And the 1 GB of RAM. I think ms has a deal with the RAM people, putting in 2 GB makes xp, 2k, and vista much happier.

      remember that 2k runs fine on a PIII 800. Even with 2 GB of RAM the PIII 800 has a hard time with vista, so our tests showed.
      I have installed 2k and XP on a PII 350 machine with 512 MB RAM. It ran, i wouldn't want to do anything demanding on the machine but it does work.

      Nowadays just working it not enough. It has to work, and owrk well, and work in a reasonable amount of time (the faster the batter)

    2. Re:Vista by Rycross · · Score: 1

      I played games on a 700 MHz Athlon PC back in the day. I used 2k as my OS, so yeah Vista is definately more resource intensive.

    3. Re:Vista by rbarreira · · Score: 2, Interesting

      I'm happily running Vista on a single core cpu right now, without any performance problems... Care to give any sources on that claim?

      --

      The AACS key is NOT 0xF606EEFD628B1CA427BEA93A9CA9773F
    4. Re:Vista by Threni · · Score: 1

      > I think ms has a deal with the RAM people, putting in 2 GB makes xp, 2k, and vista much happier.

      Yeah, the OSes don't actually use the extra ram - it's all just a big rip off. Just a matter of time before some hackers find the `go slow` code...

      > I have installed 2k and XP on a PII 350 machine with 512 MB RAM.

      Sounds like the machine I had 10 years ago! Things have moved on since then. Floppy disks have fallen out of fashion, and the price of ram has fallen through the floor.

    5. Re:Vista by geekoid · · Score: 1

      run it on a dual core, or 64bit chip. Then go back and use it the way you are now.
      Then tell me it's 'fine'.

      --
      The Kruger Dunning explains most post on /. http://en.wikipedia.org/wiki/Dunning%E2%80%93Kruger_effect
    6. Re:Vista by rbarreira · · Score: 1

      Of course the performance will be better with a dual-core, but that doesn't mean that vista is slow on a single-core processor. Specifically, I don't notice any performance loss when upgrading from XP. Tell me something actually convincing, not a lateral irrelevant argument please!

      --

      The AACS key is NOT 0xF606EEFD628B1CA427BEA93A9CA9773F
    7. Re:Vista by MojoStan · · Score: 1

      vista likes dual core (or 64 bit capable) cpus. It can run on single core but you will not like how it runs. I think vista was supposed to be only 64 bit. During the testing on beta all the 64 bit capable machine ran it a lot better. I'm happily running Vista on a single core cpu right now, without any performance problems... Care to give any sources on that claim? The inside of his ass?

      Seriously, I don't understand why the GP got modded up. Many Vista performance previews have shown that Vista runs just fine with a single-core 32-bit P4-era CPU. The recommended CPU requirements will not be a problem for the vast majority of PCs bought with Windows XP preinstalled.

      What many XP users will want to upgrade to is 1GB+ of memory (many have 512MB) and a DirectX 9 GPU. Compared to Vista's memory and GPU requirements, Vista's CPU requirements are relatively light.

      --
      TO START
      PRESS ANY KEY

      Where's the 'ANY' key? I see Esk, Kitarl, and Pig-Up...

  13. 90nm Fabs aren't going anywhere fast. by basicguy · · Score: 3, Insightful

    Price wars (or marginal return on investment) are always going on for the products of fabs still producing older technology. It is just more noticeable when the old technology is still highly desirable. From a business view point, it is desirable to get every last dollar return for the multi-billion dollar investment made in the original technology as long as the marginal cost of production is less than the revenue obtained. When the curve inverts then the fabs get taken off line, or upgraded. AMD has next to nothing to lose on the price drop of outsourced fab product except cannibalized sales from the new 65nm. Since supplies are limited and selling, cannibalized sales has to be a zero quantity at present.

  14. Bargain Hunters Avoid? by beerdini · · Score: 1

    He suggests that bargain-hunting clients avoid both AMD and Intel stock for now. First of all, where in either article was this even eluded to...I did not pick up on it at all. Secondly, is there any alternative to AMD or Intel for an average PC technician?
    1. Re:Bargain Hunters Avoid? by drinkypoo · · Score: 1

      He suggests that bargain-hunting clients avoid both AMD and Intel stock for now. First of all, where in either article was this even eluded to...I did not pick up on it at all.

      It must have eluded you. (The word you want is "Alluded". If you don't want to look like a total idiot, try not to use words you don't understand.)

      Here is the bit of the article in question: "Intel will likely feel pressured to respond with cuts of its own," Mok contends, driving down profits for both firms. "We would avoid both names here, as believe lower prices and higher capital spending may continue to limit margins." This was the fourth paragraph. They did not hide it.

      Secondly, is there any alternative to AMD or Intel for an average PC technician?

      Uh, this is a business analysis, not a technical one. Avoid the STOCK. Not the products. Perhaps one day you will learn to read.

      With that said, there are alternatives only for SFF PCs. But they are slow. If all you need is your basic computing functionality, or to use them for a thin client, they are fine, otherwise they are just not acceptable. VIA produces most of them.

      --
      "You're right," Fisheye says. "I should have set it on 'whip' or 'chop.'"
    2. Re:Bargain Hunters Avoid? by beerdini · · Score: 1

      Thanks for the clarification, I'm not much of a stocks person so that just flew over my head. I'll make sure to double check my spelling next time...even though that won't stop me from looking like a total idiot

    3. Re:Bargain Hunters Avoid? by Anonymous Coward · · Score: 0

      additionally, the logic doesn't make any sense. AMD stock is at the lowest it's been in months. Now is the time to buy, not avoid the stock. It's obviously going back up once their new architecture is released.

    4. Re:Bargain Hunters Avoid? by Anonymous Coward · · Score: 0

      I love how much of a fucking prick you are. Bravo sir.

  15. ATI and Vista graphics in general by Lonewolf666 · · Score: 3, Informative

    ATI has not released its upcoming DX10 graphics card yet, so the only available DX10 card is the Nvidia 8800 with lousy drivers.
    Vista drivers for older (DX9) cards also suck, both for Nvidia and ATI. But for DX9 you can stay with XP anyway ;-)

    --
    C - the footgun of programming languages
    1. Re:ATI and Vista graphics in general by norman619 · · Score: 1

      You speak as if this is a suprise. Fisrt gen drivers are usually sub par. The gaming community is gearing up to buy the nVidia 8800 crads in anticipation of the first crop of DX10 games due out very soon. this means they will be either dual booting with Vista or diving into Vista completely. I have 2 systems so I for one will run Vista dual boot on my bleeding edge Gaming/Graphics Workstation rig and XP on my good enough gaming system. Only reason I'm dual booting the new system is for my 3D modleing applications. My 3D modeling/animation apps to not like the current crop of DX10 drivers.

    2. Re:ATI and Vista graphics in general by Nik13 · · Score: 1

      I've been wondering what ATI is up to lately. I always liked their offerings, but for the last while it seems they hardly have anything worthwhile (at my usual shopping places, all the nvidia-based offerings are cheaper, faster, and have FAR more selection!). Perhaps they're working mostly on their chipsets instead, but they're REALLY falling behind on video cards right now.

      And about AMD's price cuts, it's a good thing, but too little too late IMO. When a 200$ Core 2 Duo E6300 can easily be OC'ed to be faster than the EX6800 (which is already faster than ALL of the Athlon64 offerings at any price AFAIK - including the pricey and power-hungry FX74), there's little incentive to buy AMD right now.

      --
      ///<sig />
  16. Price war and competition by 140Mandak262Jamuna · · Score: 3, Insightful
    Yes Intel and AMD are competing with one another. Prices are dropping. When there is true competion in the OS market, OS prices also will drop. When there is true competition in the Office market, Office prices will also drop. Office prices will drop only when the consumers, (mainly the corporate consumers, we retail customers dont have much weight) stop confusing interoperability with windows compatibility there will be true competition in that market.

    Why keep bashing Microsoft, calling it evil etc? It is the consumers who should wake up. Let us say I give these companies big discount so that they can "make the numbers" for this quarter. But that would force them to give all their data to me and they have to pay me every quarter to access their own data. In a rational world, I would be laughed out of the business meeting in no time. But that is precisely what is happening in sales meetings between MS and the fortune 500 companies.

    When it comes to the chips Dell is able to play AMD against Intel. It is in Dell's own interest to have a competition in OS/Office market so that it can play one against another and reduce the cost of computing to its customers so that it can sell more. But Dell buries alternatives deep, makes it difficult to buy the alternatives. Why? Why? Isn't there anyone who can break through the non-disclosure agreements and the secrecy and shed light on why corporations are acting seemingly irrationally? Sunlight is the best disinfectent.

    --
    sed -e 's/Chuck Norris/Rajnikant/g' joke > fact
    1. Re:Price war and competition by PoconoPCDoctor · · Score: 1

      When it comes to the chips Dell is able to play AMD against Intel. It is in Dell's own interest to have a competition in OS/Office market so that it can play one against another and reduce the cost of computing to its customers so that it can sell more. But Dell buries alternatives deep, makes it difficult to buy the alternatives.

      I don't think they are being buried - this link was only one click away from the main www.dell.com page.

      I did find a little interesting the big AMD sticker pasted on the outside of the familiar standard shiiping Dell box. I saw this AMD marked Dell box in the trash as I walked to my train the other day. You don't see an Intel sticker on non-AMD boxes.

      Methinks these stickers cost AMD more than a few shekels to Mikey Dell.

      --
      "Let us raise a standard to which the wise and honest can repair" - George Washington
    2. Re:Price war and competition by Miseph · · Score: 1

      Dell could care less about alternative OSs. In fact, they could care less about primary ones too; the only reason that Dell cares what operating system comes on their machines is because their customers do. Specifically "everyone" (vocal minority aside, they do) wants Windows on both personal and business machines.

      The reason that Dell offers blank PCs "intended for Linux" at all has nothing to do with actual customer demand for them: if it did, they wouldn't make them so hard to find on their site. The real reason is that they are a direct threat to Microsoft, and Dell is too big for Microsoft to call their bluff. Essentially, Dell is using "Linux ready" commodity computers as a bargaining chip to get deeper discounts for Windows and Office so that they can get a bigger edge on their competition for the 99% of customers who do, in fact, want them.

      If there were serious demand for OSs other than Windows, it would actually hurt Dell, because they would lose one of their biggest advantages. Sure, they could still compete on volume, and they certainly have a great deal of hard capital, but they've sunk a lot of time and money into getting a REALLY juicy Microsoft contract, and if it is suddenly worthless, they're back to squeezing water from stone on hardware.

      --
      Try not to take me more seriously than I take myself.
    3. Re:Price war and competition by 140Mandak262Jamuna · · Score: 1
      No company likes to compete on price alone. Every company strives to get a "brand" image or some kind of differentiation from its competitor. Something that will make its customers stop looking at the price and something else. At least one big name PC vendor should get the idea to ship a PC with Windows, but with Firefox as the default browser, OpenOffice pre-installed, and advertise its product as "a more secure PC". But not a single vendor is pre-installing Firefox. Not one is installing OpenOffice. Why?

      It is a cop out to say that customers are not clamouring for it. These companies are in the business of manipulating customer's behaviour. They spend millions of dollars in advertising influencing the customers. Strange that all that influencing leaves the biggest elephant unemntioned.

      --
      sed -e 's/Chuck Norris/Rajnikant/g' joke > fact
    4. Re:Price war and competition by Anonymous Coward · · Score: 0

      There is competition in the OS market and there is competition in the Office market. The competition is at $0 price point, thus $0 advertisement and thus little visibility. But people are like sheep. They will spend money on known rather than try an unknown.

      The same thing applies to Intel and AMD. Some people (including very high in the IT decision making arena) will only buy Intel because "Intel is the only one that makes real chips and everyone else makes cheap knock-offs". Why do you think that there still is any market for the Itaniums!

  17. Vista Demand Strong, Says Dell by Browzer · · Score: 1
    1. Re:Vista Demand Strong, Says Dell by Bugs42 · · Score: 1

      In a related announcement, IBM disagreed saying there's only a market for maybe 5 copies of Vista in the world...
      Oh wait, sorry, that's the market for PS3s.

      --
      Programmer: an ingenious device that converts caffeine into code.
    2. Re:Vista Demand Strong, Says Dell by DarkJC · · Score: 1

      How did we go from AMD/Intel price cuts, to Vista demand, to...

      PS3 bashing? This must be one of the biggest stretches of topic I've seen lately.

  18. Good. by d3ac0n · · Score: 2, Insightful

    I'm sick of seeing these chips at outrageous prices. Who other than the most rabid gamer is going to be willing to fork over $500 - $1000 (US) for the latest processor? The worst part of it is, the processors are starting out so overpriced, that when they start to drop, it takes over two YEARS before they become reasonable. I don't know about the rest of Slashdot, but I'd like to be able to get something less than 4 generations old at a decent price point.

    It used to be that you would spend, AT MOST, about $100 - $200 (US) for the latest AMD offering (usually much less, under $75.00 US). Intel was never considered for gamers or home-builders because they were overpriced and underpowered. Lately AMD has been pulling the same crap that Intel was pulling back in the 90's. End result? We now have two chip makers, both with overpriced CPU's, trying to compete. It's about time there was a price war! They are using smaller and smaller die sizes, and are thusly getting more and more out of each silicon wafer. The damn things should be getting CHEAPER not exorbitantly more expensive!

    Bring back the sub-$200.00 bleeding edge CPU. It's well past time.

    --
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    1. Re:Good. by Chicken04GTO · · Score: 4, Informative

      Ummm, no. Only the very TOP of the line chips cost that much. You can still buy "slightly less than uber" processors for a great bargain. Your essentially bitching because their product offerings are more varied then they used to be. Cry some more, your tears cool my CPU down.

    2. Re:Good. by bhalter80 · · Score: 1

      Yes dual core chips are > $100 in price but there are a lot of AMD AM2 chips out there that are significantly less than $100. If you want cutting edge stuff you have to pay for it. Back when the latest and greatest AMDs were $75 was back when AMD was eating Intel's dust and had to buy market share through cost. Now they have products which can compete on performance and features as a result they charge accordingly. This is capitalism if you don't like the price don't buy it. Charging what the market will bare is the fundamental of the system we live in.

    3. Re:Good. by Anonymous Coward · · Score: 0

      ---- ACs are modded -6. I don't read you, I don't mod you, I don't see you. Don't like it? Don't be a coward.

      I'm invisible! My nefarious plan is working! Ha ha!

    4. Re:Good. by WhoBeDaPlaya · · Score: 1

      For single core, just get a Socket 754 Sempron (Palermo core) and OC it up the wazoo. Mainly games performance suffers (not by that much) due to the halved L2 cache. Word of caution - don't even bother buying the 128KB L2 cache models - you can OC it till it melts its socket and you won't gain much performance (seems that for the K8, 512KB is the sweet spot, 256KB is nice, 1MB is skeet skeet skeet and 128KB just sucks). For less that 200 bones, you can get an E6400 (or E4300 if you like the higher multiplier) and easily get at least 2.9GHz (sometimes on stock, no less). Isn't that a top end CPU? ;)

    5. Re:Good. by HiVizDiver · · Score: 1

      Seriously. I just bought an Intel Core 2 Duo E6400 processor for $221 at Newegg. It'll overclock EASILY to 3.0 or more Ghz (base speed is 2.13 Ghz). If you know what you're looking for, you can get great deals on seriously kickass processors. Bleeding edge? No. Bleeding edge minus 1? Absolutely. Yes, the new Intel quad core just came out at something ridiculous like $900 or something like that. IMO, that is NOT a consumer CPU. Is some gamer with more money than brains going to buy one to play WoW with? Of course. But for the most part, that bleeding edge stuff is best left to companies with renderfarms or virtual earth simulators or things like that. Joe Sixpack shouldn't feel like they're being "left behind" just because AMD and Intel debut crazy processors at $1000. Those AREN'T for you, trust me.

    6. Re:Good. by Emetophobe · · Score: 1

      I'm sick of seeing these chips at outrageous prices.
      Your joking right? http://www.newegg.com/Product/Product.asp?Item=N82 E16819103735 $109 for an Athlon64 X2 3800+......Just over a hundred bucks for a kick ass processor (I bought one myself last year when it cost $350 Canadian before tax). I was actually quite surprised to see it at $109 USD on newegg, considering I paid over 3 times that less than a year ago. Now, let's see how much 2 gigs of cheap value ram costs, http://www.newegg.com/Product/Product.asp?Item=N82 E16820144157. $146.99 for 2gigs of CHEAP 533mhz DDR2 valueram. More expensive than the dual core AMD.
    7. Re:Good. by kimvette · · Score: 1

      I bought an (Intel) E6600, and it is extremely fast, and overclocks extremely well. I have lowly DDR2/667 RAM, not DDR2/800 and I still manage to get 3.05Ghz out of it. I've run it as fast as 3.2Ghz (to go any higher I'd have to go DDR2/800) and it's perfectly stable, but the temperature hits 85*C. I'd only push it higher (with faster ram, obviously) if I had a peltier or water cooling system.

      At 3.05Ghz, it normally runs at 51*C (normal tasks like web surfing, word processing, and so forth), and peaks around 73 to 75*C when I stress it with heavy tasks or just test it with Prime95.

      The E6600 cost me about $325.00 at the time, and considering it's about twice as fast as a Pentium D at the stock clock speed (2.4Ghz, 4MB cache), it was a steal. That I can overclock it by nearly 30% and hae it run this cool is just an added bonus. If you are willing to settle for the E6300 (1.86Ghz, 2MB cache) you'll still get a processor which is far better than anything from the Netburst Line (Pentium 4 and D) but for less money than the faster Pentium D processors.

      Given inflation over the last ten years, it's not a bad deal no matter how you look at it.

      Besides, now you get TWO processors even in entry-level system. No more spending $400 to $700 to get a multiprocessor board (I know there are cheaper but you don't want to go cheap), no more being forced to deal with a noisy system for a budget SMP system. Heck, now even SMP laptops are a reality!

      Intel and AMD have both had to lay out a ton of cash in R&D in chip design, chip fabrication methods, invent new ways to shrink the mask every chip generation so they can cram MORE transistors into LESS space.

      Ever see an 80386? a Pentium? A Pentium III? Compare the sizes of those dies to the latest processors and then come here and claim that you're not getting incredible value for your money. Not only that, while making these strides, CPUs have become much more efficient, delivering far more processing power/watt compared to previous generation processors.

      If you want CPUs to come down to say, $10.00, the state of technology would have to stagnate for many years.

      Incidentally, I've had Prime95 running for about 30 minutes now (I got distracted for a bit chatting) and the processor is only up to 68*C. Keep in mind this is stock heatsink and fan in an Antec Sonata II chassis, overclocked by about 30%.

      I think the CPU was a great value. Altogether I have $2,700 into my PC (distributor pricing) and although hard disks have come down a lot in price since even four months ago, it is still an incredible value in computing power. The core PC components (workstation board, E6600, and RAM) came to about $730 at the time. I'd pay that much again NOW and it would still be a great deal.

      But then again, some people are happy with SiS-based boards and Celeron processors in their $299 PCs which are subsidized by preinstalled spyware and nagware.

      --
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    8. Re:Good. by AbRASiON · · Score: 1

      I think the point he's making is simply a few months too late - otherwise it's bang fucking on!

      I purchased an AMD Opteron 165 (Essentially an X2, 3800+ CPU) for about 480$ AUD (350$ US) around 18-24 months ago approximately.
      About 6 months ago, just before the C2D came out, this same CPU was STILL about 395$ AU or 300$ roughly.

      The prices just HUNG there, I admit AMD need cash and they deserve a break for a change but good LORD did the prices just STOP for a while.
      Now AMD are begging for us back, dropping the prices more and more and more on the AMD range, thanks to the C2D.
      (and it's ABOUT TIME) hence IA with the original poster.

      As soon as a dual core amd chip is under 70$ US, I'll consider one - then again it'll STILL be a hard purchase with the Intel E4300 down to 113$ US on April 22'nd
      AMD is in a world of pain right now.

  19. I'll care when AMD catches up to the Core 2 Duo. by Trifthen · · Score: 1

    I was really rooting for the latest Athlon/Turion 64 X2's, but my recent laptop has a Core 2 Duo. AMD was ahead for a while, but they're playing catch-up again, and I'm not really surprised if their prices reflect this. Intel has been 65nm for over a year now, and it shows in power usage at the very least. I'll admit this is an interesting war to witness, however.

    --
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  20. Re:I'll care when AMD catches up to the Core 2 Duo by LehiNephi · · Score: 4, Informative

    Careful with the "power usage" statement. While Intel certainly has lower power consumption in their Core2Duo processors, that's only in relation to the power-hungry Prescott-based processors. Intel's PR department has made a lot of hay out of their decreased power consumption. The fact of the matter, however, is that Core 2 Duo processors at 65nm now have about the same power consumption as their Athlon 64 X2 counterparts at 90nm--about 65W.

    I highly recommend taking a look at processor electrical specifications. And keep in mind that Intel's power figures are more optimistic ("typical") than AMD's ("max").

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  21. ITs great! by Lumpy · · Score: 3, Informative

    Us gutter IT guys can grab up Sempron 64 3000+ chips for absolute dirt right now. I built my daughter a computer to play Quake4 on for less than $150.00 and she can play it at high detail settings with that low end Geforce 6800GT on that cheap motherboard and really slow processor like that.

    Hell that setup has the power to record 4 NTSC tv channels and 1 HD channel at the same time. Makes a great cheap MythTV backend recorder.

    --
    Do not look at laser with remaining good eye.
    1. Re:ITs great! by mdm-adph · · Score: 1

      aye, the sempron 64 3000's can have the dickens overclocked out of them -- it's a great bargain. I'd like to hear about what else you built the system with -- you re-used a lot of older stuff, right? I thought 6800GT's were still way over 100 bucks!

      --
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    2. Re:ITs great! by DarkJC · · Score: 1

      Remind us where you found a 6800GT for less than $150.00? The cheapest for that card on newegg IS $150.00. Unless the case, powersupply, ram, hardrives, optical drives, processor, and whatever all were free, then I call bullshit.

    3. Re:ITs great! by AK+Marc · · Score: 2, Funny

      "I had $5000 worth of computer stuff laying around, and for only $150 more, I made a fast computer. Therefore, fast computers only cost $150!"

    4. Re:ITs great! by Umbrel · · Score: 1

      Uhm... no

      --
      Ave Maria
    5. Re:ITs great! by Anonymous Coward · · Score: 0

      Um eeeeeee bay.

      I got my last AGP 6800GT for $50.00 on eeeeeeeeebay. Because nobody wants aGP anymore
      Or he might have had one laying around, but asshats like you like to ASSume.

      meebe if you were not an asshole he might have answered you.

      just looking on my fav sites... 30000+ $29.99 mobo for it $28.00 512 meg ram $25.99 40 gig hard drive $25.00 Case+PS $12.00 Oh yeah, add in even a cheapie 6600 and you got a Doom3/Quake4 high quality setting playable game machine well within his price point.

    6. Re:ITs great! by DarkJC · · Score: 1

      It's great that you got a good deal on eBay, but that's not what we're talking about here. The whole point of this article was price cuts and how old chips are a great deal. Getting used discounted gear on eBay is beside the point.

      As for that cheap PC you put together, maybe you'd like to give me a compilation of your "fav sites". Firstly, he said he threw in a 6800GT, which is a big difference from a cheap vanilla 6600. Hence the card costing $150 alone. As far as I can tell the cheapest I've found a Sempron 3000+ is for $44, but whatever, even if it was $10 it would still be over $150 adding in the cost of the video card alone. I'm not saying that it isn't possible to build a cheap machine for under $150 that would serve some needs, just not with a 6800GT in it. Not to mention that $12 case you're getting with the powersupply is in no way going to provide you with sufficient power to drive the 6800GT even if you did get it for cheap on "eeeeee bay".

    7. Re:ITs great! by Anonymous Coward · · Score: 0

      I dunno about that.

      I picked up a 7800 GTX for $175 - 3 months ago.

      It was used, granted, but if I can pick up a 7800 GTX for $175 that long ago, I definitely see the situation as plausible.

  22. This cheap and uber enough for you? by onkelonkel · · Score: 1

    Holy jebus! What do you want. - On sale today, Canadian dollars!! so it is actually well under $200

    AMD Athlon 64 X2 4400+ Dual Core Processor Socket AM2 Brisbane 2.3GHZ 2X512KB 65NM 65W Retail Box $198.98

    --
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  23. Re:I'll care when AMD catches up to the Core 2 Duo by Joe+The+Dragon · · Score: 2, Insightful

    Core2Duo may have lower power use but chipsets still use more.
    Intel's new exons may use less power for the cpus but when you add the chip set and the FB-Dimms it is about the same as amd cpus + chipset + ddr ecc ram.

  24. How was Vista's expected role calculated? by tinkertim · · Score: 2, Informative

    Both articles linked mentioned that Vista just wasn't pushing PC sales as anticpated, but neither article shed much light on what set of numbers were used to determine what this push should be.

    Is this a forecast that MS puts out for each release, or is it determined by historical data? Since there's nothing really historical about Vista's CPU demands for the average user (well, not much really), how the heck did they come up with any kind of number?

    This would (I guess) have to be MS saying "This is what we expect people to do with it, this is what we expect businesses to do with it, and this is what we expect CPU demands will be in both cases, hence here's the data to forecast what you'll be selling, we expect to push xxxx copies per day .." (well maybe not that simple, but you get the point).

    Another way of looking at this would then be (speaking as Intel or AMD):

    "Microsoft sold us a load of fud, we need to keep focused on attacking the virtualization and server market, and the other guy already has a strong foot hold there." (as either could say that about the other).

    So in short, it looks like both AMD and Intel learned nothing from Enron's "virtual asset" mindset, which was counting on money that wasn't in the bank yet, but you were *pretty* sure would be there. Typical, I'd say unless I'm way off on how these predictions come into play?

    I also saw no data in either article about growth either company made which they now need to find another way of paying for, but I guess that's not going to be availble to sift through for a while.

    If I were either company, I'd be treating Vista like Bob until some longer range (real) predictions could be made. But hey, cheap servers .. I'm not a stock holder of either, or complaining :)

  25. Re:I'll care when AMD catches up to the Core 2 Duo by Sebastopol · · Score: 1

    AMD market's a typical "optimistic" spec. Where have you been? AMD's marketing trickery w.r.t. power numbers has been exposed on /. for some time. Both sides have their own "optimal" conditions.

    I refer you to this thread to see how AMD markets power. They use barrels of hype.

    http://slashdot.org/comments.pl?sid=210098&cid=171 20864

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  26. Shutdown Condition by Kadin2048 · · Score: 2, Informative

    Just to expand on the point I think you're making, companies generally go out of business when the profit they generate is less than the amount of money that a similar amount of capital could make, if invested elsewhere.

    I.e., if your semiconductor business, which has physical and cash assets of $1B USD, is generating less than $1B invested directly in the stock market, then it probably doesn't make sense to keep going, unless you expect that you can turn the company around and get it more profitable.

    In real life, many companies shut down (or get shut down by their investors) when the price per share * shares outstanding is less than the net real assets of the corporation. That's basically saying that the stock value, which is sort of a prediction of the company's future performance and overall "market value," is worth less than the assets that it's using. Thus, it's liquidated. (However, there were some exceptions to this; there were companies in the 1980s that were basically ravaged by "raider" investors and sold off piecemeal, who probably could have been turned around under better management.)

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  27. and the price is .... by frovingslosh · · Score: 1

    Yea, I did RTFA, but I still have no idea what these 3 price cuts written about are or what I should now expect to pay for various AMD cpus. So much hype, so little information.

    --
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  28. AMD's chips are made in Dresden by warrior · · Score: 1

    Info here.

    --
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  29. AMD has hit the Bottom, the only way is up by noddyxoi · · Score: 1

    Amd is at it's lowest for like 6 months, it had reached a $42 maximum and plunged to $14.40 three days ago. Now is floating around $15... The only way is up ? I guess so.

  30. RAM not CPU for Vista by Brit_in_the_USA · · Score: 1

    Most people considering Vista on their existing machine will be considering a RAM upgrade not a CPU one as their first priority. It is reassuring that after Xmas 2006 RAM prices have been dropping (as I and other predicted). This is for two main reasons: 1) There was a spurt in RAM buying my PC makers to fulfil holiday new PC orders which is now quiet 2) Vista adoption has not been very high so far.

  31. LitePC? by flyingfsck · · Score: 2, Interesting

    I wonder when the Vista version of LitePC http://www.litepc.com/ will be available. Once one can successfully remove DRM and other cruft from Vista at the click of a button, it should become more popular.

    --
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  32. Re:I'll care when AMD catches up to the Core 2 Duo by Chris+Burke · · Score: 1

    And your proof is a link to your own post which makes the same unsupported accusation? Sweet, I'm convinced.

    Anyway, we're not talking about marketing about which uses less power in a common day's usage and will cost you less on your electric bill. We're talking about how their chips are rated for power consumption. This is the TDP, Total Design Power, the number that computer makers will need to use to design their cooling solutions. You can't market your way around TDP; if you try then the cooling solution will be inadequate and the computer will overheat.

    The difference in TDP between Intel and AMD is that AMD gives MAX power, which isn't actually achievable in real software, while Intel gives TYPICAL power, which is a number that is around a standard deviation or so away from the average in the bell curve of power consumption for various programs. They use clock throttling to guarantee that no app will ever use more power than that. Both are equally valid as measures of TDP, since in either case it is simply a promise to the HSF designer that the chip will not use more than the stated power. The catch is that Intel's number comes with a caveat that some software may not run at maximum speed because clock throttling is required to keep the power down. This was noticeable with Pentium 4; I haven't heard of Core 2 having this problem, which makes sense because it is in general less power hungry than P4 and probably has a much nicer looking power curve.

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    The enemies of Democracy are
  33. Re:I'll care when AMD catches up to the Core 2 Duo by Sebastopol · · Score: 1

    First of all, you don't even understand the terms:

    TDP = Thermal Design Power. Not "total". Get your facts right.

    You are totally wrong about TDP: TDP is entirely a marketing construct. It is based on a typical scenario. They choose a point arbitrarily that doesn't cause too much perf. loss from PowerNow!, but still reduces thermal solution cost. It's market pressure.

    Second: RTFA.

    http://www.extremetech.com/article2/0,1697,2068252 ,00.asp

    "AMD's argument goes like this: Modern desktop and notebook processors constantly scale up and down between full speed and an idle state, which AMD has branded "Cool 'n' Quiet". At a given time, pushed to full load by an application, AMD's chips run hotter and consume more power. But across a typical computing day--where a user might check his email or surf the Web--the processor idles more often then not. At idle, AMD's 90nm Athlon 64 X2 consumes 7.5 watts. A 35-watt, 65-nm chip will idle at 3.8 watts, AMD said. By comparison, the 65nm Core 2 Duo idles at 14.3 watts."

    Marketing drones on the prowl. AMD took Intel's spec, changed what is considered a "typical" day, and said, "Hey look, we win!!!" I'm sure Intel will respond in kind.

    AMD does not give MAX, if they did, they wouldn't be able to sell their products to any platform vendor. No one has spec'd MAX since pre 1GHz days.

    Repeat after me: AMD DOES NOT SPEC MAX POWER. AMD DOES NOT SPEC MAX POWER. AMD DOES NOT SPEC MAX POWER>

    Don't believe me? Here is their POWER THERMAL DATA SHEET, and it only specs TDP.

    http://www.amd.com/us-en/assets/content_type/white _papers_and_tech_docs/30430.pdf

    PowerNow! defines TDP as the max power of the CPU under TDP conditions. There's the rib. TDP conditions (see page 83 of aforementioned documents) are not explained, "please see your FAE for details." But we already know the answer to that.

    Intel and AMD both spec to their own versions of what TDP means. Been that way since the 100W+ CPU appeared on the market.

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  34. Dude by geekoid · · Score: 1

    Get SCSI and those problems go away.
    It is one of the key reasons I can run new applications and games as well as many 'hard core' gamers with a 4 year old box. Yes, the video card is upgraded.

    The same people who spends days trying to get every last clock cycle, and buy a 300 dollar box complain about price.

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  35. Re:I'll care when AMD catches up to the Core 2 Duo by Chris+Burke · · Score: 1

    TDP = Thermal Design Power. Not "total". Get your facts right.

    Big whoop, an acronym wrong. Rote memory vs understanding? I'll take understanding, which you fail.

    Marketing drones on the prowl. AMD took Intel's spec, changed what is considered a "typical" day, and said, "Hey look, we win!!!" I'm sure Intel will respond in kind.

    I don't care about marketing spiels about how it costs less to own Brand X for Purpose Y. The article talks about situations where the processor is idle and consuming less power, in processor talk running at a higher P-state. It sounds like you think this "typical usage scenario" where the computer is idle most of the time has something to do with TDP. That has nothing to do with TDP. TDP is about the physical requirements to transfer power away from the silicon. If they bullshit their TDP numbers, then the HSF the OEMs use will be inadequate, and they will absolutely notice this in the form of chips failing from overheating.

    Do you understand? You can't market-speak your way around thermodynamics.

    No one has spec'd MAX since pre 1GHz days.

    Utter bullshit. It was impossible for AMD to spec anything but max power until late in the life of K7 when they implemented thermal sensors and motherboard-impl. Intel specced max power until Pentium 4. The reason they do this is because unless you can guarantee that using the lowest P-state setting and running any arbitrary program that the TDP will not be exceeded then the cooling solution may fail. The only reason Intel started quoting a lower number than max power was because they could guarantee with their P4 clock throttling thermal sensor that the chip would never go above that number. AMD couldn't actually do this; they could only cause the chip to shut down if it exceeded the stated TDP number. That's not desireable, so they continued to have to issue TDP numbers for maximum power.

    Did you even see how the thermal spec only listed TDP for a specific P-state? PowerNow! is how those P-states are managed; TDP is for one P-state, and the TDP for the lowest P-state is without any power saving chip features in use, because that's what it means. PowerNow! is not a method of reducing TDP; it cannot, because TDP is not defined that way.

    Repeat after me: AMD SPECS MAX POWER BECAUSE THEY MUST.

    PowerNow! defines TDP as the max power of the CPU under TDP conditions. There's the rib. TDP conditions (see page 83 of aforementioned documents) are not explained, "please see your FAE for details." But we already know the answer to that.

    Uh, yeah, if you don't know what IDD_max is then I guess it's unexplained, then maybe you should see your FAE for details and I'm sure they'd be happy to explain it to you. I'll save you the trouble: maximum current draw. It is when the chip is sinking the maximum amount of current due to having the maximum number of transistors enabled. Being able to switch to a different P-state in the following few microseconds doesn't change that number. The only thing AMD may not be disclosing is whatever worst-case code sequence they use to determine the maximum number of transistors that can be enabled at once.

    I can't believe you have confused a marketing press release about cost-of-ownership discussions of power consumption with an actual engineering document used for constructing cooling solutions that must actually work in situations nothing like the "typical" scenario of the marketing BS. If you want to talk shit about AMD's marketing, go ahead they're terrible and evil like basically all marketing, but don't act like that's the same as what engineers use to do their job.

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  36. Re:I'll care when AMD catches up to the Core 2 Duo by MojoStan · · Score: 1

    The fact of the matter, however, is that Core 2 Duo processors at 65nm now have about the same power consumption as their Athlon 64 X2 counterparts at 90nm--about 65W.

    I highly recommend taking a look at processor electrical specifications. And keep in mind that Intel's power figures are more optimistic ("typical") than AMD's ("max").

    I don't think we should trust the power "specs" from Intel, AMD, or any source that only focuses on the CPU. If you want to compare power consumption between Core 2 Duo and Athlon 64 X2, I think you should look at total system power consumption with whatever chipsets you plan to use.

    For example, on the "mainstream" P965 and nForce 590 chipsets, the Core 2 Duo systems consume significantly less power than the Athlon 64 x2 counterparts. Note that the nForce 590 chipset is power-hungry, but NVIDIA chipsets are more popular than ATI chipsets. I cannot find Core 2 Duo vs Athlon 64 x2 benchmarks that use a more power-friendly ATI chipset (I'm sure I've seen one before), but I guess that shows how unpopular ATI chipsets are. I'm sure AMD acquisition will change things.

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  37. Re:I'll care when AMD catches up to the Core 2 Duo by olau · · Score: 1

    Your link is to TDPs. Which are not representative for normal power usage, and hence pretty useless. You need to look at figures at http://www.silentpcreview.com/ or a similar place. Last I looked, the desktop Core 2 Duo is more efficient under load with Athlon 64 X2 being more efficient in idle (apparently because Intel's EIST is not really working).

  38. Re:I'll care when AMD catches up to the Core 2 Duo by Sebastopol · · Score: 1


    TDP is about the physical requirements to transfer power away from the silicon. If they bullshit their TDP numbers, then the HSF the OEMs use will be inadequate, and they will absolutely notice this in the form of chips failing from overheating.

    Half wrong.

    If they lowball TDP, the OEM designs an inadequate solution, and both Intel and AMD cpus will throttle more, reducing performance. If the throttle cannot cool the CPU, the catastrophic diode triggers, halting the CPU.

    TDP is selected based on performance/cooling cost tradeoff, which is entirely based on the distribution of power of typical applications, as both companies have admitted in print. This can be fudged both for bragging rights, and to reduce OEM thermal solution cost, but it cannot be set so low as to impair performance. Sure, AMD/Intel could spec 5W TDP, the OEM would design a 5W solution, and the CPU would run as fast as a 200 MHz CPU because it throttles all the time. See?

    if you don't know what IDD_max is then I guess it's unexplained

    IDD_max is y-coordinate right-hand endpoint of the VRM load-line specification. The X coordinate is the Vcc at that Imax, which is a Vmin that affects writability of storage or sequential elements. Instantaneous drops are handled by caps on the board and on the die. If the VRM cannot supply this voltage, the circuits cannot switch. How does this relate to TDP? IDD_max is TDP / Voltage. TDP comes first, then IDD_max is spec'd. There is no need to spec a beefier VRM requirement if the CPU will not exceed a particular power threshold, which is TDP.

    Your point is that AMD spec's MAX power and Intel does not, so AMD is more honest. This is factually incorrect, as they both us TDP numbers. Hopefully I've convinced you, as I am clearly neither an AMD or Intel fanboy, I just hate people spreading misinformation.

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  39. Re: IA-64 was patented, it ALMOST HAPPENED by Anonymous Coward · · Score: 0

    If AMD hadn't rescued us with open x86-64 (yes, it's open, Intel was allowed to use it without asking AMD for permission. All of Intel's Core 2 Duos use AMD's x86-64) we would all be forced to run the desktop version of the Itanic processor and be married to IA-64 that no other company could use without getting permission/paying royalties to Intel. So, we clearly know what *WOULD* happen if Intel were a monopoly. They tried it already!

  40. Re:I'll care when AMD catches up to the Core 2 Duo by Chris+Burke · · Score: 1

    If they lowball TDP, the OEM designs an inadequate solution, and both Intel and AMD cpus will throttle more, reducing performance. If the throttle cannot cool the CPU, the catastrophic diode triggers, halting the CPU.

    AMD doesn't have thermal clock throttling. They didn't even have an on-chip thermal diode to handle chip kill until K8 -- K7-based designs required a sensor on the motherboard. Clock throttling based on temperature (no OS control) was a feature Intel introduced in the Pentium 4, and which was kept in the change away from Netburst. So I repeat: If AMD under-specs their TDP, then their parts will fail.

    TDP is selected based on performance/cooling cost tradeoff, which is entirely based on the distribution of power of typical applications, as both companies have admitted in print. This can be fudged both for bragging rights, and to reduce OEM thermal solution cost, but it cannot be set so low as to impair performance. Sure, AMD/Intel could spec 5W TDP, the OEM would design a 5W solution, and the CPU would run as fast as a 200 MHz CPU because it throttles all the time. See?

    Yes TDP is "selected" based on power/performance tradeoffs, but that is nothing like it being a pure marketing decision. Marketing may say that market X has max power envelope Y, but after that it's the physical requirements of the chip that dictate the cross of performance/TDP.

    AMD's TDP is based on the distribution of power of applications, but it uses the right-most end of the graph -- like I said, they must do this because they have no way of guaranteeing that the power won't go that high. If the chip -can- use that much power, then they must spec that much power even if marketing doesn't like it. The only performance/cooling cost tradeoff AMD can make is raise/lower VDD and raise/lower the frequency. They could produce a higher clocked part, but it would use more power. To make a 5W part, it would have to actually be 200MHz. This is why dual-core parts that are supposed to fit in the same socket infrastructure (== cooling design, == TDP) are a couple speed grades slower than the single core. If they could "fudge" the numbers so that their dual-core parts didn't lose to their single-core product in single-threaded benchmarks, they would. But they can't. They spec TDP at max power because they must.

    Intel has more flexibility, in that they can also count on their thermal clock throttling to guarantee power stays in range and pick a spot in the application power distribution closer to the mean. In practice they pick a spot on the curve a few standard deviations out from the mean, where very few applications go beyond. When clock throttling is engaged, it is at a halving of frequency (actually a 50/50 full speed/completely off duty cycle), so it is very expensive performance-wise to rely on that feature. Chips that throttled a lot would be almost as bad as chips that failed; it would have made more sense to lower the frequency and avoid the throttling. Thus their main lever for adjusting TDP is still voltage/frquency, they just get some extra leeway from their methodology. This was important for Netburst, which had a very long tail to their power curve that they wanted to lop off. When they moved away from Netburst to a design with a narrower power distribution, this became less important.

    There is no need to spec a beefier VRM requirement if the CPU will not exceed a particular power threshold, which is TDP.

    And if you inadequately spec your voltage regulator then the part will fail. Which again directly contradicts the idea of TDP being a number made up by marketing.

    Your point is that AMD spec's MAX power and Intel does not, so AMD is more honest. This is factually incorrect, as they both us TDP numbers.

    Ah, see, there's the problem, you're arguing against an assumed but incorrect conclusion. I never said AMD is "more honest", if anything I'm saying both are completely honest, because even Intel guarantees

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  41. Re:I'll care when AMD catches up to the Core 2 Duo by Sebastopol · · Score: 1

    Heh:

    Yes TDP is "selected" based on power/performance tradeoffs, but that is nothing like it being a pure marketing decision. Marketing may say that market X has max power envelope Y, but after that it's the physical requirements of the chip that dictate the cross of performance/TDP.

    vs.

    You're making it sound as though TDP is like AMD's model numbers, completely arbitrary, and nothing could be further from the truth.

    I guess we just see the same data completely differently.

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