Comments on AIMeD Corporation: ~$1.5B Anyone?

luvs otellini said... Pointer, I know you are just...

2008-01-26T07:41:00.000Z

luvs otellini said...
Pointer, I know you are just as hot for Paul as I am. I'll bet you have his poster on your bedroom wall too and ky jelly on the night stand.

nope, just having his poster would make me not seeing him outside of the room. I have him tinted to my glasses so that i can see him where ever i go.

Pointer, I know you are just as hot for Paul as I ...

2008-01-25T05:19:00.000Z

Pointer, I know you are just as hot for Paul as I am. I'll bet you have his poster on your bedroom wall too and ky jelly on the night stand.

Actually, Intel has the CPU and IGP all along.now ...

2008-01-13T00:40:00.000Z

Actually, Intel has the CPU and IGP all along.

now I see what part of my word confused you. It was meant to be - Intel the CPU technology, as well as IGP technology all along. It is very possible for AMD to think Intel would integrate them some point, as it is an natural evolution in chip integration. And this is the reason is used the word - 'might' and not 'was" - The move of AMD buying ATI might not be really to create a new market, but an reaction to what Intel would do in its future roadmap.

I commented with with a picture in mind - imagining what AMD fanbois like Sharikou would say when the 2 companies eventually have the product out (no matter who's first). They would play with the word Intel copying again.

Anyway, let's stop on this topic. There is nothing much to discuss except english explantion on words :)

Jan 10th, 11:52:"Someone said ...For AMD it was a ...

2008-01-12T22:42:00.000Z

Jan 10th, 11:52:

"Someone said ...
For AMD it was a must do... it was either die a slow and prolonged death or risk a quick one with at least an outside chance of hitting a homerun. My best guess on the rationale was that AMD may have known it would be impossible to sustain a lead over Intel on CPU and AMD's best chance of long term growth was to develop a new market (fusion)

Actually, Intel has the CPU and IGP all along. The move of AMD buying ATI might not be really to create a new market, but an reaction to what Intel would do in its future roadmap."

Your response was the last paragraph... you turned my comment of developing a new market, into "actually Intel had this idea first". You're comment on it potentially being a reaction to Intel's roadmap is possible, but the 'actually Intel had it all along comment' cannot be factually supported and adds nothing to the argument.

First to the idea (which is debatable and completely unprovable in either direction) does not mean first to market...

I'm not an AMD fan, but I will not compare your 'I saw an internal document' that came before AMD's public announcement as evidence. First off there is no reason to believe you just because you said it, but more importantly noone knows when the idea was generated within AMD and simply using either the merger date or the fusion announcement is obviously incorrect (unless you think they made a public announcement the day they came up with the idea?) Who knows how long this was on the drawing boards at either Intel or AMD, and frankly it still doesn't matter...

you started this whole mess and have been prolonging it...I'm done...

Pointer - you are off track - go back and read the...

2008-01-12T06:52:00.000Z

Pointer - you are off track - go back and read the early posts, you were the first to bring up actually Intel had it first (which really doesn't matter) and start the whole who's copying, who's first, who's innovating...

please help to qoute the word that i said so ... i really do not know which part indicating intel first or what so ever.

if you are referring to my word on earlier post -
Actually, Intel has the CPU and IGP all along. The move of AMD buying ATI might not be really to create a new market, but an reaction to what Intel would do in its future roadmap. ... then i am not sure if you understand the word 'might'. In programmign wise, it translated into

if (AMD knew what Intel will do)
{reason = compete with similar product}
else
{reason = create new competitive advantage}

if you are not referring to the ablve word, please educate me. I think that all my comments

Please don't turn this blog into a fanboy, this company came up with the idea first... it just doesn't matter to me (and probably to most)... making claims of seeing inside information also doesn't matter as there is no way to prove or disprove those assertions.

yes, please do not blog fanboishly ... and do not comment thing just to win statement. I do not know which part of my comment claiming intel is FIRST to come out with the idea and SING high and low on that ... ALL I said was that Intel has also gotten the idea on integrating the GPU into CPU before any AMD public announcement .. hence no copying here. And I am expecting AMD and its fanboy would say the Intel is copy on this .. again, as i commented that AMD likes to claim all credits.

Pointer - you are off track - go back and read the...

2008-01-11T21:32:00.000Z

Pointer - you are off track - go back and read the early posts, you were the first to bring up actually Intel had it first (which really doesn't matter) and start the whole who's copying, who's first, who's innovating...

The original post you responded to was about AMD perhaps acquiring ATI in order to break into a new market (integrated CPU/GPU) first. You seem to have misread this into me saying AMD was the first to have this idea. It doesn't matter who came up with the idea first, the first to get to market can potentially gain an advantage and have an advantage in setting the standards.

Clearly the ATI acquisition will help AMD speed up their schedule as they did not really have the expertise in house on the graphics side. Whether or not they will be first to market remains to be seen, but I think this was a key aspect/reason behind the ATI merger (in addition to developing platform capabilities). There was no way AMD would have a chance to beat Intel to market with Fusion had they not acquired ATI.

Please don't turn this blog into a fanboy, this company came up with the idea first... it just doesn't matter to me (and probably to most)... making claims of seeing inside information also doesn't matter as there is no way to prove or disprove those assertions.

oops - sorry HoHo... you said the best AMD could h...

2008-01-11T21:17:00.000Z

oops - sorry HoHo... you said the best AMD could have... I misread your comment.

"Basically it would mean that best thing AMD will ...

2008-01-11T21:15:00.000Z

"Basically it would mean that best thing AMD will have is 2.6GHz 140W TDP K10 to fight against Nehalem until Shanghais are released."

No offense HoHo, but I did not read 2.6GHz anywhere. I know it was part of the original plan, but simply fixing the TLB bug doesn't make the clock faster on these chips. I wouldn't be surprised if B3 topped out at 2.4GHz, with perhaps a push to 2.6GHz in H2'08 as AMD starts to get their 65nm process under control. Keep in mind, the original AMD plan had 2.6GHz at launch, then by end of 2007, then by Q1'08... it also had dual core K10's in Q4'07.

No more 65nm steppings is probably the right business decision. If parts are not out until Q2 (probably mid/late), another stepping would mean late Q3 or Q4 in all likelihood and that is starting to rub up against 45nm. AMD still also has to do steppings for dual core K10's. All of these steppings are expensive - masks, validation Si, and to a lesser extent the engineering resources and tool capacity.

Though I don't think 45nm is as close as people think. Best guess is probably late Q3'ish/early Q4 for small amounts of actual product you can buy for AMD to save face - these will be those 'energy efficient' chips that every one is demanding (read: low clock speeds). Actual 45nm product will likely be in Q1'09.

AMD STOCK and MARKET SHARE BOTH RISING QUICKLYHect...

2008-01-11T17:09:00.000Z

AMD STOCK and MARKET SHARE BOTH RISING QUICKLY

Hector Ruiz!! I didn't know you read this blog!!!

If one would believe TheInquirer and B3 really is ...

2008-01-11T13:50:00.000Z

If one would believe TheInquirer and B3 really is fine and there won't be any more 65nm K10's then that puts interesting spin to the matters. Basically it would mean that best thing AMD will have is 2.6GHz 140W TDP K10 to fight against Nehalem until Shanghais are released.

AMD STOCK and MARKET SHARE BOTH RISING QUICKLY ...

2008-01-11T13:40:00.000Z

AMD STOCK and MARKET SHARE BOTH RISING QUICKLY

AMD is expected to garner massive market share increases from intel in the 4th quarter of 2007 and the 1st quarter of 2008.

The huge demand for barcelona and phenom quad cores has created some slow fill order completions.

intels so called quad cores are piling up in inventories everywhere cause nobody is buying them while AMD quad orders and purchases are constantly rising.

AMD has the only real state of the art quad core design which is soon to be copied by intel.

Because of AMDs superior quad core designs recent investors have poured 700 million dollars into AMD rising stock.

BUY AMD hi performance, energy saving, low cost, most often copied, cpus, platforms, and video solutions.

I don't care if the companies copy from each other...

2008-01-11T13:34:00.000Z

I don't care if the companies copy from each other, as long as they're doing it within legal bounds. If you can improve your product by adding a certain technology, that's great. If you can further advance the technology as a result, that's even better.

And if someone said they had AMD inside informatio...

2008-01-11T09:14:00.000Z

And if someone said they had AMD inside information which contradicted yours, would you believe them?

I did not claim Intel is first with the idea, all I said is, referring to my original statement - Actually I am not trying to argue whi is first

Someone can have AMD insider information and claiming they have the idea long ago ... it doesn't matter. All I pointed out is that Intel actually is not copying (at least for this one). Ideas can come out from different places, sometime more or less close in time.

Nonetheless, i am not against copying actually. Copy stuff legally, nicely and improve base on that is a practical engineering practice. Innovation doesn't always means totally new thing. Virtually all company copy each other one way another. Just that the 'A' company likes to take too much of credits and discredit others.

'Anyway, I have Intel insider information (without...

2008-01-11T08:06:00.000Z

'Anyway, I have Intel insider information (without saying i am or am not an insider :)), saw some kind of CPU+GPU roadmap (without revealig too much info :)), before AMD talks about its fusion.'

Unless you have inside information from BOTH companies, this claim is meaningless. I'm not the biggest AMD fan, but I'm sure AMD started working on/planning Fusion for some time before they announced it. (Or do you think they did the merger and then came up with their plan after?) Either way it does not matter who makes what claims - it is much like IBM with their process claims...until an actual product is out there, companies can take credit for whatever they like, it's just words. Which is why this is a semantics argument and probably not worth continuing.

And if someone said they had AMD inside information which contradicted yours, would you believe them?

So rather than argue the semantics over who was fi...

2008-01-11T05:23:00.000Z

So rather than argue the semantics over who was first, I think AMD saw it as an opportunity to move into a new space FIRST and potentially get footing in a new market.

Actually I am not trying to argue whi is first ... and AMD seems to like to claim all credits ...

Anyway, I have Intel insider information (without saying i am or am not an insider :)), saw some kind of CPU+GPU roadmap (without revealig too much info :)), before AMD talks about its fusion.

And well, i cannot backup my claim. I do not mind anyone to label my above statement as intel-fanboi-ish. It is just irritating to see AMD claim-its-all behaviour (later they or the AMD fanboi will claim intel copy this again...) ... both companies deserves their credits on the innovations they contributed, just that AMD and its fanbois like to discredit the other one.

Oh and some more spin from that article:"One bit o...

2008-01-11T03:51:00.000Z

Oh and some more spin from that article:

"One bit of good news: the "B3" stepping of the Phenom CPU, which fixes the much talked-about TLB errata, is back from the fabs and looking good. Also, the triple-core and dual-core chips appear to be on track."

On track with the RE-RE-RE-REVISED SCHEDULE. The VERY FIRST schedule had dual core K10's in late Q4 with volume in Q1...this quickly changed to Q1... then switched to Q2... but it's 'on track' now...

Again, if B3 is back from the fabs and looking good, why launch an "energy efficient" (read slow as dirt) processor "soon" - by the way if it truly is "soon", why can't AMD provide an actual date? Is their state of the art, world class, APM innovating fab have that poor planning?

It would be funnier if things just weren't so sad.

"AMD Delays High-End Phenoms, Introduces Low-Power...

2008-01-11T03:40:00.000Z

"AMD Delays High-End Phenoms, Introduces Low-Power Version"

http://www.extremetech.com/article2/0,1697,2247404,00.asp

'AMD tells us the delay isn't due to manufacturing problems, but instead because their OEM vendors have requested a low-power version. So AMD will soon release a new model, the Phenom 9100E, running at a conservative 1.8 GHz and drawing at most 65W of power.'

You know this sounds familiar... can't quite place it... oh yeah the Barcelona "launch" (and I use that term liberally) last September. Potential quad core desktop customers are demanding energy efficiency? Are you freakin kidding me?!?

If I were an OEM, after the crap that AMD served up this last year while calling it steak... I would call BS and say they would like a higher performance part that can compete with Intel but AMD is unable to produce them. A desktop quad at 1.8GHz!?!? Why bother!

Was it not last year when the mini-nuclear power plant known as the QUADFATHER was rolled out and the claims then were: at that target audience power is not that big a deal...

The "because customers are demanding it" excuse smelled like a dead fish when they used it for Barcelona's problems, now it has festered into a stench as that same fish appears to be rotting as they roll it out as an excuse for a second time.

You know it's bad when in the same article:

"Obviously the company tried to put a positive spin on things, but we can't help but think that if they really could produce Phenoms at the right clock speeds in the right quantities, they would have no problem satisfying the markets for both the 2.4/2.6 GHz chips as well as a new 1.8 GHz model."

Looks like AMD's free ride in the press is now over as the continuous misrepresentations have tarnished any believability AMD has.

'Apparently, AMD has political friends here in my ...

2008-01-11T00:45:00.000Z

'Apparently, AMD has political friends here in my home state, the great state of New York. '

I'm happy to call myself an ex-NY resident... but how else is NY going to fund the AMD fab subsidies? (As if AMD is going to go ahead with this!)

Cuomo is clearly trying to make a name for himself outside of NY...anyone in power in NY is always looking to trade up... heck it's possible you'll have THREE New Yorkers running for president (Hillary, Giuliani, Bloomberg) later this year, though calling Hillary a New Yorker is like calling AMD's financial position strong. Cuomo's also investigating financial companies for the subprime mess (also mostly to make political hay).

Anyway enough politics... I just don't see this going anywhere unless the FTC gets involved, which the don't apparently seem willing to do.

Apparently, AMD has political friends here in my h...

2008-01-10T23:56:00.000Z

Apparently, AMD has political friends here in my home state, the great state of New York. Andrew Como, son of the son of bitch of a father, Mario, the same man who allowed LILCO to build a 3 B nuclear power plant, on the asshole of Long Island, wouldn’t allow them to run it, subsequently, it cost the tax payers/consumers another 3B to dismantle it, is in the news today.

Probably peeved at AMD’s dismal financial status, thereby losing the AMD/New York boondoggle, he has served notice he is going after INTC. Yes Virginia, anti trust investigations. If this isn’t political retribution, I don’t what is. Maybe he’s annoyed that they spent/wasted 150 M in infrastructure to support the now, all but dead, deal.

So, it seems when the Scrappy Little Company can’t live up to it’s rant of fair market competition; they need lawyers, politicians, and foreign nations to help them against big bad INTC. Further, my, state, local, property taxes, auto insurance, and utilities are the highest in the nation. Now, they're going after multinational corporations. This is just what we need in the great state of New York. Mario would be proud.

http://news.moneycentral.msn.com/ticker
/article.aspx?Feed=AP&Date=20080110
&ID=8020598&Symbol=INTC

SPARKS

"Actually, Intel has the CPU and IGP all along."Th...

2008-01-10T20:45:00.000Z

"Actually, Intel has the CPU and IGP all along."

The first to market with this product has a chance to set the foundation here - though for AMD this will be more difficult as Intel will still garner support with its solution due to its market share size (unless of course theiresolution turns out to be total junk).

AMD cannot compete on cost, is having a hard time keeping up on Si process technology, and it looks like it is having a difficult time now keeping up with CPU design. If they fall behind in any of these areas, then they need to be SUPERIOR in one of these areas just to compete (as was the case with the K8 design).

If they can't do this, they're only hope for long term, healthy, survival is to carve out a new space - I think the ATI acquisition was not just a play for 'platformance' (which AMD needed for the commercial market), but also an attempt to carve out a new market.

As for the first to integrated GPU/CPU, as with almost all 'innovations', it is nearly impossible to tell who was first. AMD announced it first but that is somewhat meaningless as Intel could have been working on it for some time behind the scenes. You could count Intel's Timna as first but that project was canned and obviously Intel has not seen a market need for that type of solution since then (until recently).

Also you can't really use the merger of ATI and AMD as the date for when AMD may have come up with this - I would have to think (but obviously can't prove), AMD had this in mind BEFORE the acquisition talks began. Who knows they may have even attempted things internally only to find out they did not have the expertise and needed to buy ATI.

So rather than argue the semantics over who was first, I think AMD saw it as an opportunity to move into a new space FIRST and potentially get footing in a new market. Whether or not the ATI acquisition turns out to be successful (or this plan is executed properly), I don't see what other choice AMD had. What was plan B? Slowly wither away as Intel continued to extend their process technology lead, catch up on design (with Core 2) and just hope they fall down again sometime in the future for 2-3 years (like they did with P4)?

"I think that Intel would be willing to extend the...

2008-01-10T20:27:00.000Z

"I think that Intel would be willing to extend the licensing agreement to a new buyer"

I think it depends on the buyer and the terms... but this is yet another potential hidden cost when someone potentially wants to buy AMD. Maybe no longer it is 1.5Bil if Intel asks for additional money to extend the cross license to the new buyer. This is why it remains naive to use market cap as a buyout price.

"It depends on how long it takes that person's law...

2008-01-10T13:15:00.000Z

"It depends on how long it takes that person's lawyers to figure out a way around the X86 cross license terms...which appear to be restrictive with respect to the cross license being able to survive an acquisition."

I think that Intel would be willing to extend the licensing agreement to a new buyer, although what they may do instead is offer a new deal with similar terms (though these would be more favorable to Intel).

It won't satisfy the anti-monopolists entirely, but it shows a willingness on Intel's part to play nice. More importantly, it removes that excuse from the anti-monopolists' kit. People can accuse Intel of unfair trade practices, but there is no denying that AMD has had the biggest hand in their own troubles.

sparks: "Tonus well said, and my sincerest apologi...

2008-01-10T13:09:00.000Z

sparks: "Tonus well said, and my sincerest apologies if I offended in any way, during my tenure here on this site."

Oh, not at all! I was adding that bit as a joke, the old saw about using the dual-meanings of the word "execution." It didn't strike me until now how the comment might be construed.

I didn't mean for it to seem as if I was criticizing your attitude here, I've enjoyed your posts as much as those of the other regulars here. I just thought it would be a cute joke. :)

Sorry for the confusion!

Someone said ...For AMD it was a must do... it was...

2008-01-10T11:52:00.000Z

Someone said ...
For AMD it was a must do... it was either die a slow and prolonged death or risk a quick one with at least an outside chance of hitting a homerun. My best guess on the rationale was that AMD may have known it would be impossible to sustain a lead over Intel on CPU and AMD's best chance of long term growth was to develop a new market (fusion)

Actually, Intel has the CPU and IGP all along. The move of AMD buying ATI might not be really to create a new market, but an reaction to what Intel would do in its future roadmap.

B3 is the next plan of record stepping that fixes ...

2008-01-10T10:55:00.000Z

B3 is the next plan of record stepping that fixes the bug. If the new silicon they processed in last November does not fix TLB then they wouldn’t label it as B3. (sorry, i’m just being a twat).

But what the rumour says isn’t far fetched. There is a good chance that other problems crop like:
1) AMD discovers more bugs besides the TLB
2) The changes introduced does not fix the bug
3) The changes introduced creates another bug
4) The changes introduced affects performance or critical device characteristics
5) The changes introduced is not easy to manufacture
In fact, if worst comes to worst, AMD could discover that K10 isn’t workable and accelerates the next design while continuing to produce crippled processors.
But what is more likely is that AMD has validated the solution and is running several lots with smaller iterations to make sure they come up with at least one working silicon. Surely, they’re not hoping that everything will be fixed with just one try. AMD wouldn’t do that, right??!?!