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To: Dan3 who wrote (259678)	4/13/2009 10:36:14 AM
From: Mahmoud Mohammed	Respond to of 275872

Dan3, Re: "These Nehalem servers are here now ..." The "bad news: for AMD will continue this year. Intel's Stress Test The microprocessor goliath is feeling some pain, but Intel has far worse things planned for rivals. BURLINGAME, CALIF. -- If you're in the microprocessor business right now, you have two problems: the rotten economy and Intel. That means if you're Intel, you have only one problem, and the boys in Santa Clara are planning on making the most of it. Intel has a hit on its hands with a new line of low-cost processors that are driving down the price for notebook computers worldwide (see "Intel's Atomic Strategy"). Intel plans to spend $7 billion over the next two years upgrading its U.S. fabs to start building a new generation of processors with features as little as 32 nanometers wide (see "Intel's Stimulus Plan.") And it is pushing a new processor design, dubbed Nehalem, into desktop, server and notebook computers. This despite a world economy that has pummeled demand for new computers and walloped Intel's earnings. Analysts expect Intel will report net income of $157 million, or 2 cents per share, including options expenses, on revenues of $7 billion for the quarter ending in March, according to a survey conducted by Thomson Reuters. During the corresponding quarter a year ago Intel reported earnings of $1.6 billion, or 25 cents per share, on revenues of $9.6 billion. The freight train of new products from Intel has some analysts betting the chip king will beat the gloomy consensus forecast, however, and offer stronger guidance for the rest of its fiscal year. "Our checks with the PC supply chain suggest that component orders have been increasing since the end of February as Intel's PC customers worked to replenish inventories," Goldman Sachs analyst James Covello wrote in a note to investors in early April. Covello is also expecting a stronger second quarter as Intel's customers restock, hinting at improving profit margins further out as Intel completes the costly process of starting up production of new 32-nanometer chips later this year. Which is fine for Intel, but not so nice for anyone selling chips built around last year's process technology. U.S. President Barack Obama said last week the economy is showing "glimmers of hope." Great. Just don't expect Intel to show its competitors any." Mahmoud

To: Dan3 who wrote (259678)	4/13/2009 11:37:31 AM
From: wbmw	Respond to of 275872

Re: So are the 45nm direct connect Shanghai servers - and Shanghai is available in 1, 2, 4, or 8 socket systems (since AMD's crossbars work) while Intel is Nehalem is limited to 1 or 2 sockets (since Intel's crossbars don't yet work). You're right, but for the wrong reasons. Nehalem is limited to 1 or 2 sockets because the 4 socket version, called Beckton, is based on a different design with 8 cores - something that is sure to give AMD a lot of trouble when launched, but gives them a good window in the mean time for positioning Shanghai and Istanbul against Intel's Dunnington. Crossbars are not difficult to build, and Intel has built many functional crossbars in the past. This is more of a product planning hole, as opposed to a technical misstep. Re: And Shanghai is a drop in upgrade for just about any (decent - e.g. AMD based) server sold in the past year and there will be 6 and 12 core drop in upgrades for current Shanghai servers sold. That's not actually true, either. AMD will have two server platforms, one based on the current Socket-F, and a new one based on Socket-G34 in 2010. Socket upgradability will be consistent with whichever platform you have. Socket-F will still have the slower HTT links, and though it will likely be forward compatible with future Sao Paulo and Magny Cours processors, it will not be able to take advantage of the newer Socket-G34 feature set or link speeds. pc.watch.impress.co.jp pc.watch.impress.co.jp