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Technology Stocks : Advanced Micro vs Intel (AMD / INTC)

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To: mas_ who wrote (2348)9/10/2007 9:53:36 PM
From: dougSF30  Read Replies (1) of 2596
 
I notice a strange similarity between your recent posts here and on iHub, and the most recent entries here:

sharikou.blogspot.com

Sunday, September 09, 2007
AMD crushes Intel when using industry standard compiler

GCC is the world's most widely used compiler. GCC is available for virtually all platforms.

With GCC, Intel is simply fragged to pieces.

Some more benchmarks: 2.5GHZ AMD is 40% faster than 3GHZ Intel. It is K8 over Netbust all over again, or even more so. See this performance benchmark of two equally clocked CPUs.

AMD sold 15,000 Barcelona CPUs to one customer already. FAB36 is cranking.

Patty feels dumb and Ratty is mad at his engineers.

posted by Sharikou, Ph. D @ 9/09/2007 10:15:00 PM 47 comments links to this post
Benchmarks show Opteron QC 1.9GHZ frags Clovertown 2.66GHZ

K10 1.9GHZ . Clovertown 2.66GHZ.

Intel has found it pretty hard to hide K10's massive 50% performance advantage. We expect Intel to immediately cut its prices by 50% or more, the 3GHZ Clovertown may be sold at $158, just below the 1.7GHZ Opteron QC.

Even Anand had to concede that K10 is fast. It is obvious that K10 has more than 20% integer IPC advantage over Intel.

posted by Sharikou, Ph. D @ 9/09/2007 08:05:00 AM 16 comments links to this post
Saturday, September 08, 2007
Randy Allen: Clovertown looks VERY anemic (emphasis added)

Randy Allen starts the talking. Hector is smiling.

Patty is polishing his resumes -- for different potential jobs.

Dr. Rattner is shouting at his stupid engineers and demanding for some originality. The Israeli team lost a lot of productivity because of engagement with Hezbollah last year -- they could have made Pentium 3 even better, you know. All Intel does now is adding even more cache.

Rumor says the Core 2 Duo on this warship failed when Hezbollah launched a C-801 at it.

posted by Sharikou, Ph. D @ 9/08/2007 06:24:00 PM 9 comments links to this post
Intel's only trick was cache for benchmarketing

A message posted by a reader at ZD-NET. AMD is expected to introduce true quad core on Monday, Intel is expected to follow suit in 2009.

posted by Sharikou, Ph. D @ 9/08/2007 02:53:00 PM 6 comments links to this post
AMD follows Intel on power specification

AMD's 95 watts is actually 75 in Intel's terms.

Intel follows the footsteps of AMD on everything else.

2GHZ K10 will frag 3GHZ Clovertown in most benchmarks.

posted by Sharikou, Ph. D @ 9/08/2007 09:34:00 AM 6 comments links to this post
Friday, September 07, 2007
K10 performance estimates

INQ had some rough numbers. On SPECint_rate_2006, a 2.3GHZ K10 is 21% faster than a 2.66GHZ Clovertown. On SPECfp_rate_2006, the 2.3GHZ K10 is 50% faster than a 2.66GHZ Clovertown.

These numbers translates to 40% IPC advantage in integer and 73% IPC advantage in FP performance.

I expect at 4P level, the 2GHZ K10 should be close to Intel's 2.93GHZ quad in integer performance and will be 50% faster than the Intel 2.93GHZ quad in floating point.

posted by Sharikou, Ph. D @ 9/07/2007 07:29:00 PM 16 comments links to this post
Thursday, September 06, 2007
AMD fabs are cranking day and night

FAB36 is fully equipped for K10 production. Those $200 Barcelona CPUs make people happy - except Intelers.

Intel's yield is so low, they can't make native quad core due to high defect density. Intel admits this. It has to wait for 45nm to get reasonable quad core output. Currently, Intel quads are just double cheese burger design -- zero originality. Intel CTO, Dr. Rattner, feels ashamed by Intel engineering. A couple of months ago, a top Intel CPU architect commented that Barcelona is too advanced to be feasible. His logic was that since K10 is too advanced even for Intel, AMD cannot possibly deliver it.

AMD's K10 yield is above 90%, due to the wonders of APM.
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