7.16.2007

Intel Leap's Further Ahead - New Announcements

Intel's PR department is in full swing this week with multiple announcements, product launches and "authorised leaks". AMD's sudden price cuts last week looks pretty dull in comparison especially when you're talking about improvements on the top performing CPUs that you can buy today and assuredly, tomorrow (45nm leaks).

Announced today is probably the final revision of 65nm Core 2 Duo's before its 45nm counterparts arrive. While the increase of the FSB to 1333Mhz is one of the major highlights of the new release, it fails to significantly improve overall performance. This is yet another testament that proves the sufficient capabilities of current memory bandwidths without the extra cost of on-die memory controllers. If anything the release of the CPU's with the new memory timings should prepare the industry for the rapid switch over to 45nm which will be at 1333Mhz. This is a clever move from Intel as it pro-actively entices its partners to adapt and ramp early and hopefully reduce prices just when Penryn arrives.

As expected the benchmark results for the QX6850 is not good for AMD's offering. AMD's top CPU's including the FX drops 2-3 levels, further down the comparison graphs. The longer and longer graphs are starting to annoy a lot of benchmarking sites as they struggle to make sure AMD's processors are included in the comparison. Soon, one chart would have to occupy an entire web page before you start to see an AMD bar right at the bottom. See recent example below (courtesy of the Intel-pumper Anand):

318 comments:

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Anonymous said...

Pump pump Intel, dump dump DAAMIT!

SPARKS said...

Adamson Rust wrote this today which confirms my suspicions about an AMD big money take over.

http://www.theinquirer.net/default.aspx?article=41013

My response to this was:

Well, that explains why AMD’s stock price has been rising during the past few weeks. With nothing to show but delays, PP launches, failed stepping mods, and various other smoke and mirror marketing tactics, the stock has been moving up quite well. I believe Adamson Rust is on to something. However, Samsung will need to get past BIG BLUE first, then the SEC, then the U.S. Dept of State. Oh, yes, by the way, the x86 license from LITTLE BLUE does not transfer over to the new owner. For that, they need to go back to LITTLE BLUE. BIG BLUE, however, already holds it. Ya gotta love those fabulous 80’s

As we all suspected, this all points to one thing, Wrecktor Ruinz is singing the BLUES.


SPARKS

Roborat, Ph. D. said...

well Samsung needs to avoid being bought first. big fish eats little fish eats...

BIG FISH

Anonymous said...

http://www.crn.com/white-box/201001613

'AMD: Read Our Lips, No New Price Cuts'

Holy spin Batman...

"We've tried to be very transparent on price actions. Things got crazy last year, but this year we made it a point to provide the channel with what it wants, which is a predictable business, a stable business."

Stable?!?!? WTF!?!? AMD's dealing with the channel over the last 6-9months have been stable and transparent? Other than surprising folks with the early July cuts and being unable to provide the channel with the right mix (by AMD's own admission)...I guess it's hard to disagree...

Oh and how many times did Intel cut Core 2 prices? (ONCE!) How many times did AMD cut prices in that same period? Who is responsible for things getting 'crazy'? As an OEM would you rather deal with one supplier who has one cut which is pre-announced well in advance to help folks plan inventory, or another who is constantly cutting prices to pump up market share #'s and attempt to make end of quarter results?

'Bixler added that the Athlon 64 price cuts were "not a reaction to anything that Intel had done."'

Yup, just a co-ink-e-dink that AMD's cuts were announced AFTER Intel's Jul22 cuts were and happened 2 weeks before them. And in other news the Feb AMD cuts were also not a reaction to Intel either! Does the guy really think people are this stupid?

Of course the 'author' of the article is just as big a stooge so I guess what do you expect:

'There's no small amount of speculation that Intel's anticipated move is a reaction to AMD's, and from there the leap to predicting a brand new price war isn't a terribly long one.'

Yeah this 'move' which was announced well over 2-3 months ago, is clearly a reaction to AMD's price cuts...great reporting!

Anonymous said...

Priced to kill.

SPARKS said...

Don't look now fella's AMD's stock price is still moving up. Further, “anal-licks” are predicting an 85 cent per share short fall. Revenues look to be between, 1.2 and 1.3 billion, far less than the 1.6 to 1.7 needed to stay afloat.

They are stoking the fires on the Titanic, and rearranging the deck chairs as the Big Money S.O.S is on the way.

By the way, absolutely, no news was leaked out of the special shareholder meeting on Monday, and the stock keeps going up! Does this tell you something?

Intel is up 700 Million from year to date. It's going to be an historic Intel year. Did I hear 32? I'm sure I heard 32. A Merry Christmas to all!

SPARKS

SPARKS said...

I was wrong. Something did leak out. I wonder what Dementia and ShariKooKoo think about this:

http://www.fudzilla.com/index.php?option=com_content&task=view&id=1959&Itemid=1

SPARKS

Roborat, Ph. D. said...

sparks said: Don't look now fella's AMD's stock price is still moving up...

i really think that the market is hoping that the channel upside will affect AMD this Q2. But looking at how Intel took an ASP and margin hit with limited competition with AMD at the low end, imagine what this will do to AMD who's entire product portfolio ('cept MPs) is under pricing pressure.

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