SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: milo_morai who wrote (103734)10/27/2003 6:01:13 AM
From: DRBESRespond to of 275872
 
One good thing about AMD being so small is that this a significant development for it. About a year from now it will probably be far less significant.

Living well is the sweetest revenge,

MOONSHOT



To: milo_morai who wrote (103734)10/27/2003 6:35:38 AM
From: RinkRespond to of 275872
 
INQ: Japanese article says Prescott delayed till Q2: The Japanese article says systems won't work with 800MHz front side buses, while Intel is frantically attempting to create fresh packaging and a further stepping – C1 – for the chip.
But qualification samples, the article continues, aren't likely to go out the door until December. That means that if Intel makes its own February deadline, volume is unlikely to appear until the second quarter of next year. And Intel's most recent roadmaps suggested that it would start using the LGA775 design for Prescott in Q2 as well, which is when its "Grantsdale" chipsets are supposed to appear.

Ref: inquirerinside.com

The INQ also draws the obvious and imo right conclusion with regards to pricing cuts: Intel dropped the prices of the P4/3.2 from $637 to $417, a gesture usually accompanied by a new processor introduction. When Intel does this without a new slice of silicon, it is not a gesture of goodwill, or an indication that the trucks that vacuum the wads of cash out of the Intel vaults are late this week, it the price hammer. If Intel had the lead in mindshare or raw speed, which it pretty much always has had, AMD has to respond. It always did like good little followers.
Friday, Intel cut, and on everything that mattered, the Athlon64s and top Opterons, AMD didn't change prices a bit. Shortages abound on the FX chips, but several resellers tell me that they are not having problems with 64/3200+ availability. This points toward AMD deftly avoiding the price hammer strike, and doing what it wants. That is more telling than any published roadmap now isn't it.
Ref: inquirerinside.com

Veritas will support SuSE's product line in stages, Nevatia said. First will come support for the version for "x86" processors, such as Intel's Xeon or Advanced Micro Devices' Athlon. Later will come support for SuSE Linux running on Intel's Itanium and IBM's zSeries mainframes.
AMD's Opteron processor, which can run x86 software but also departs from that design with support for 64-bit software, is another question. "The Opteron platform is still being investigated," Nevatia said, as is support for IBM's pSeries Unix servers and iSeries midrange servers.
http://news.zdnet.co.uk/software/applications/0,39020384,39117401,00.htm

WRT Cray: It's hard to imagine this Cray announcement without them having another customer in the bag! This also should aid the momentum of Opteron as Itanium 2 competitor. That said I haven't heard many announcement of large Opteron clusters recently though...

Kind regards,

Rink



To: milo_morai who wrote (103734)10/27/2003 8:43:22 AM
From: RinkRespond to of 275872
 
(edit) WSJ on Cray includes the following quotes (article by Don Clark):

..."This is an exciting development," said Horst Simon, director of the National Energy Research Scientific Computing Center in Berkeley, Calif. The center, which provides computing resources for research funded by the U.S. Department of Energy, may consider the Cray machines for its own future requirements, Mr. Simon said. "This type of technology is the correct approach to the current issues in high-performance computing," he said.
...But clusters aren't suited for some kinds of challenging tasks, because of delays in passing data among the many microprocessors. Wayne Kugel, Cray's program director for the Red Storm project, compares the problem to planning housing and transportation. "The more houses you add near the freeway, the more of a bottleneck you get," he said.
The Red Storm system combines the speed of proprietary supercomputers with low-cost components found in clusters. Cray says it designed communications chips that exchange data at close to the peak speed of AMD's Opteron microprocessor, or 6.4 billion bytes a second. That is about 20 times the speed of connections often used with clusters. The company hasn't set pricing or a precise delivery date, but expects to begin selling the system next year. ...

Ref: online.wsj.com

(edit:) Ofcourse Keithdust posted an even more detailed, and more interesting article on the subject: investorshub.com

Kind regards,

Rink



To: milo_morai who wrote (103734)10/27/2003 10:26:55 AM
From: Pravin KamdarRead Replies (2) | Respond to of 275872
 
Milo,

I think the Cray news is very significant - maybe more so for Cray than for AMD. The value added that Cray will provide should propel them to new sales and earnings highs. I wish their stock was a little cheaper.

Pravin.