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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: kpf who wrote (149232)	1/27/2005 12:47:05 PM
From: dougSF30	Respond to of 275872

It is possible that revenues decline further in flash, but that losses do not increase.

To: kpf who wrote (149232)	1/27/2005 6:04:08 PM
From: niceguy767	Read Replies (2) \| Respond to of 275872

"Couple quarters of bleeding red ink for everybody in NOR, unavoidably. The worst of it is still to come. But well, these are the imminent playing rules of memory markets. If you can't stand it, you better look for another game. Apologies for putting it as brutal as it is." Flash will be flash with its characteristic feast to famine to feast cycles! No matter from my vantage point as "the worst case flash scenario" and more is already packed into AMD at $16. The multitude of converging positives on the CPG side suggests to me that AMD is poised for humongous enterprise gains in 2005 with its superior server/workstation offerings about which much more will be demonstrated on Feb 1 and Feb 15! Not too certain when the earnings explosion will transpire, but the signals I'm reading suggest increasingly that large uside earnings are inevitable in the not too distant. In anticipation of a close above $16 today, I purchased a tidy little number of Apr. 18 calls today as, technically, my read is thatthe overhead gap is about to be quickly closed with a test of $19 to $20 by the end of February, if not much sooner. I just can't shake the feeling that this Solaris 10 is going to blow away the competition and when reinforced by the HP new offerings on Feb 15, some panic buyng might just take place resulting in recapture of all lost ground! What I'm saying is that if SUNW and HP offer a "revolutionary solution" compared to the existing competition, not only can I forsee overhead gap closure, but also a rapid test of the recent $25 high! Just too many solid citizens beginning to cloistr around AMD to dismiss because of a $50M negative swing in flash in Q4. AMD, we are about to find outwith February new product launches is way undervalued at $15 and even $25 for that matter! Once AMD begins to run again, now that the flash hit is seen for what it is (i.e. a huge over reaction), no telling how far it goes!

To: kpf who wrote (149232)	1/27/2005 6:28:33 PM
From: Petz	Read Replies (2) \| Respond to of 275872

Article on virtualization (Intel Vanderpool) at Forbes. forbes.com After reading this I can't help but think that Intel, as with dual core, has it all backwards. Why put this technology in desktop chips for a tiny minority of users who might try running Linux and XP simultaneously, when 1. Software products (VMWare, and Microsoft's version) can do the same thing. 2. The only people using VMWare now are developers and servers run by IS departments. 3. A VMWare-like program is probably still needed to control the virtualization. Not 100% sure, but I think this is true. 4. Virtualization on-chip will improve the efficiency of sharing an OS, but I doubt that is a major problem or that example of the IS guy running 65 servers on an 8-way system would never work. Incidentally, MS told everyone at a seminar I attended that they would NOT be releasing any virtualization products for Itanium. Chips to Gain Virtual Edge Roger Howorth, 01.27.05, 3:48 PM ET VNUNet.com Intel has published the first details about its forthcoming Vanderpool technology for hardware virtualisation on forthcoming desktop and server chips. This type of virtualisation enables a single computer to run multiple operating systems. Interest in virtualisation is growing because the business case for it is so compelling. Computer hardware is now so powerful that one operating system and one application rarely consume more than a few percent of the available system resources. Virtualisation enables firms to make more efficient use of their server hardware. For example, an IT manager recently told us his company now has 65 virtual servers running on a single eight-way server. As well issuing some technical documentation that will be of interest to software developers, Intel has brought forward the delivery dates for this technology from 2006 to some time later this year. The chip giant has said that it will begin by adding Vanderpool to its desktop chips and the 64bit Itanium chip. As with the introduction of other major technologies from Intel, the mainstream Xeon server chips will get the new features only when they have proved themselves in those other systems, the company said. Analysts predict that by 2010, 95 percent of all new Wintel server deployments will be based on virtualised hardware. Vanderpool will add new instructions to Intel's chips to improve support for hardware virtualisation; and a software element called a virtual machine monitor (VMM) to manage virtual machines as they are loaded and used on a day-to-day basis. Virtualisation specialist VMware and Microsoft both already sell virtualisation products for use with x86 chips, and they work well without special instructions in the chips. These products each include a proprietary VMM that either runs alongside a standard operating system, or in the case of VMware's high-end ESX Server, directly on the server hardware, beyond the control of any guest operating systems. VMware chief technology officer Ed Bugnion said Vanderpool will reduce the performance overhead of virtualisation, compared with previous virtualisation systems. "It underscores how ubiquitous this stuff is going to be. But Intel is not going to have [management apps] like VMware's ControlCenter or features like VMotion and dynamic resource management," he added. However, analysts warn of potential problems with software licensing schemes. Currently the price charged by some vendors depends on the number of processors present in the server, rather than on how many are allocated to the software in question. In future, virtualisation technologies could enable fractions of a processor to be allocated to an application, so rather than running on one processor, an operating system and its applications might be set to run on 25 percent of one processor. It seems very likely that buyers will look to software vendors to update their pricing schemes to reflect this. /* COMMENT: So U wanna buy 1/4th a license? Lotsa luck! If they mean that the installation program is going to think they are installing it on an 8-way system, then the virtualization must not be properly hiding the real hardware from the user. You should be able to create a virtual machine within an 8-way server that only has one CPU / To see more of VNUNet go to vnunet.com* Petz