More on AMD outsourcing production - it's for real - CPUs

Just saw this a min ago. Please read carefully before commenting:

Quote :

Now the company may be preparing to expand that model, according to a June 17 report from Citigroup analyst Glen Yeung. AMD is on the verge of making a "transformational move" such as outsourcing a larger share of low-end processors to TSMC, selling a share of the manufacturing capacity in its Fab 30 chip-making plant in Dresden, Germany, or even selling a share in its planned $3.2 billion chip plant in Saratoga County, New York, Yeung wrote.

Looks like the rumors of expanded outsourced production have some teeth in them. This is apparently coming from AMD itself....

Full article here:

http://www.infoworld.com/article/0 [...] ing_1.html

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my prediction has been that by 2010 AMD will be fabless. It takes 5 years to make the transition for a traditional IDM, but for AMD they may be able to move faster since their R&D was already outsourced and a good slice of their business is already run at foundries: Alll GPU, All chipsets, some 90 and 65 nm Opteron. I think it will become clear fairly soon what's going to happen, and I would say by end of Q3.

Reply to xpresso

Where does AMD say they're going to do this?

Reply to Anoobis

Quote :

Where does AMD say they're going to do this?

Right here:

Quote :

AMD said that rumor had come from a "speculative" Goldman Sachs report, but confirmed that the company is trying to focus its efforts on developing chips instead of manufacturing them, according to AMD spokesman Drew Prarie.

AMD currently has a deal giving it access to IBM's chip fabrication plant in East Fishkill, New York. Under that arrangement, AMD can perform much of its research and development without having to incur the cost of owning its own manufacturing plant, he said.

"We're looking to find ways to extend that model beyond research and development to the full range of the manufacturing supply chain," Prarie said Monday. "That could run the range from increasing the amount of processors we send out for chartered manufacturing, and could also include things like establishing partnerships on the manufacturing side."

Reply to easyg

Quote :

my prediction has been that by 2010 AMD will be fabless. It takes 5 years to make the transition for a traditional IDM, but for AMD they may be able to move faster since their R&D was already outsourced and a good slice of their business is already run at foundries: Alll GPU, All chipsets, some 90 and 65 nm Opteron. I think it will become clear fairly soon what's going to happen, and I would say by end of Q3.

They cant go fabless until theirl oans are paid off. Its part of the contract.

Reply to turpit

who cares its amd!

did you see that THG bias once again - they have the word "smart" and "amd" in the same sentence with no negative!

we all know that is impossible with all amd's fumbles

in fact amd reminds of peter Sellers from the 1960's and 1970's pink panther movies - Inspector Caruso

:evil: IFB :twisted:

Reply to dragonsprayer

Quote :

Inspector Caruso

:evil: IFB :twisted:

Caruso? :lol:

Reply to T800-101

Quote :

in fact amd reminds of peter Sellers from the 1960's and 1970's pink panther movies - Inspector Caruso

Sellers was brilliant.

Reply to clue69less

Quote :

in fact amd reminds of peter Sellers from the 1960's and 1970's pink panther movies - Inspector Caruso

Sellers was brilliant.

He was called Inspector Clouseau though...

Reply to Lyngvi

Quote :

Inspector Caruso

:evil: IFB :twisted:

Caruso? :lol:

:lol: :lol: :lol:

Reply to turpit

Does any one think that AMD may outsource a large amount of their products to foundry's and sell off a lot of their production business to keep them a float and pay off some loans, but still construct the plant that their planing to build in New York to get them back in to the game fully when fusion becomes a reality?

Reply to shargrath

I hate to ask cause I'm sure someone will complain this is wildly speculative, but has it occurred to anyone that AMD would not be talking about outsourcing manufacture at all if they thought K10 was gonna be a superduper Core 2 killer?

Reply to easyg

Quote :

The building pressure recently prompted some analysts to predict that AMD might stop manufacturing any chips at all and convert to a fully outsourced business model as soon as 2008. AMD said that rumor had come from a "speculative" Goldman Sachs report, but confirmed that the company is trying to focus its efforts on developing chips instead of manufacturing them, according to AMD spokesman Drew Prarie.

So some analysts, who probably know nothing about chip production, have seen AMDs move to outsource the production of low and midrange products and thought that might be a trend that will include all products.

I don't know if these analysts know of the problems AMD had getting a high enough production of 65nm processors, so others than Dell could have some.
If they did they might have thought of this as a smart bussiness decision, securing that AMD can use their own fabs for their top products and research and even have some capacity to build chips for others(and as such gain valuable experience).

With a little luck this could be the end of paperlaunches, at least one can hope!

About ATi on TSMC fabs I fail to see the news, as far as I know that have been the case for several years, and the same goes for nVidia.

I honestly belive this might just be the decision that makes AMD a better contender for the spot as the most sold processor. Not saying it will be easy, but at least with outsourcing the valuable midrange could be filled with as many chips as there is free capacity to produce, in the market, and not just as much as they can build at their own Fabs.

@easyg: Where do you see them outsourcing Barcelona? I'm sure they will be producing the first generation of Barcelona and Phenom. All I see is "Athlon chips and other processors" where other processors is likely to be the Sempron processors.
If K10 is the Core 2 killer wouldn't they want all their own capacity free for producing it and not stuck at producing last generation chips?

Reply to justjc

AMD can't sell off it's fabs for cash, if that's what anyone is thinking. Morgan and Stanley would get all the cash from such a sale.

Reply to Mandrake_

[quote="justjc"]

Quote :

@easyg: Where do you see them outsourcing Barcelona? I'm sure they will be producing the first generation of Barcelona and Phenom. All I see is "Athlon chips and other processors" where other processors is likely to be the Sempron processors.
If K10 is the Core 2 killer wouldn't they want all their own capacity free for producing it and not stuck at producing last generation chips?

I don't see them outsourcing Barcy at all. Who would they outsource it to? Intel? Who else has the process technology to actually build these things? Incidentally, I find it highly interesting that even Intel admits that they would have trouble fabbing "native" quadcore at this time.

No, my fear is that AMD has in Barcy designed a server chip that it can't actually deliver. At least not at a price point where they're gonna be able to move a lot of these things vs competing (and cheaper to manufacture) 45nm Xeon quads. I say again, Barcy has to absolutely crush Penryn or the price war will continue into 2008. Hope you're right that they are just looking to free up prodcution capacity for K10. On the other hand, this article (and two other I've seen) suggests that AMD is looking at a fully outsourced business model. That would rule out your suggestion (though I do admit this mere speculation at this point).

Reply to easyg

Quote :

AMD can't sell off it's fabs for cash, if that's what anyone is thinking. Morgan and Stanley would get all the cash from such a sale.

There's a word for that. It's called debt reduction. This is a good thing. Onerous ongoing debt servicing is a drag on the balance sheet.

Reply to easyg

Yup . . . nuthin' but speculation.

AMD / TSMC has been partnered-up for ten years. They announced last month 65nm GPU ramp.

Taking the leap from **outsourcing** to **fabless in 2 years** is just FUD . . .

Reply to wisecracker

Quote :

Inspector Caruso

:evil: IFB :twisted:

Caruso? :lol:

:lol: :lol: :lol:

this guy seen CSI miami too much

Reply to tamalero

Quote :

Just saw this a min ago. Please read carefully before commenting:

Now the company may be preparing to expand that model, according to a June 17 report from Citigroup analyst Glen Yeung. AMD is on the verge of making a "transformational move" such as outsourcing a larger share of low-end processors to TSMC, selling a share of the manufacturing capacity in its Fab 30 chip-making plant in Dresden, Germany, or even selling a share in its planned $3.2 billion chip plant in Saratoga County, New York, Yeung wrote.

Looks like the rumors of expanded outsourced production have some teeth in them. This is apparently coming from AMD itself....

Full article here:

http://www.infoworld.com/article/0 [...] ing_1.html

It's just what I've been saying. That they would send Brisbane to Chartered and use Fab 36 for 65nm Turion and Barcelona. It doesn't say anything about selling the fabs but even IBM has manufacturing collaboration going on and they don't have financial troubles.

It said they may sell shares in it, meaning that they would contract out fab space. The fact that they got to 25% of the market with the sapce they have at mostly 90nm, 45nm will allow them to supply probably more than 4x the chips at 45nm 300mm vs 90nm 200mm.

Their biggest issue right now is getting 100% 65nm at every fab.

But, how can they outsource more GPUs and chipsets when they've never made them in-house. I also said before that they had Barcelona in Fishkill. And I really hate this can't maufacture crap. I have a laptop and a desktop system that says they can. And combining R600 with Barcelona is foolish because R600

HAS NEVER BEEN MADE BY AMD FABS

Everyone except AMD is saying delay, delay and it's not even July. They have sampled in June as they said. The end of July is more than a month away plenty of tie if they already had the newer rev.

It's impossible to say because when they talk people get mad when they're quiet people get mad. I think you're all (analysts, stock brokers, fanboys) just hung up on this "crush the little guy" thing or something.

When they say, hey there was a problem and volume systems (2P/4P) won't come in August, then I'll believe there's a delay or when the end of July passes with no new info.

Until then, I think I understand exactly what they're doing. Most of their statements were prefaced by "COULD."

Reply to BaronMatrix

Speculation and market hype. Any number of companies outsource lower end work in order to cut costs. It also allows them focus in on their core business. As mentioned, there is a big difference between outsourcing lower end and going completely fabless.

Besides, I wouldn't read too much into this article. Glen Yueng is the same Citigroup analyst that was hyping AMD after the Dell deal...

Quote :

...Citigroup analyst Glen Yeung upgraded his rating on AMD to "Buy" from "Hold," partly based on expectations that the Sunnyvale, Calif. company will reap the benefits of its deal with computer maker Dell.

"Our buy rating reflects the improving near-term PC environment, anticipated benefits from a strong ramp with new customer Dell, and the dramatic pullback in the shares that drive a more compelling valuation," Yeung wrote in a note to clients.

Yeung raised his target price to $27.50 from $25, along with higher earnings estimates for coming quarters and the full year.

C'mon, Yueng predicted an AMD stock price of $27 within 1 year, or by 8/07, from the date of the article. What's AMD stock price now? $13.50+/-. Not to point out AMD's lower than expected stock price, but...

You might want to take everything that Glen Yueng has to say with a barrel of salt. He's just an tech sector financial analyst who's got no more insight into a company than you or I do. He's just a guy trying to get his customers/investors to buy stocks so he can collect a commission.

Reply to chunkymonster

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The end of July is more than a month away plenty of tie if they already had the newer rev.

There you go with another toilet paper pre-launch.

Reply to clue69less

Quote :

The end of July is more than a month away plenty of tie if they already had the newer rev.

There you go with another toilet paper pre-launch.

WTH does that mean?

Reply to BaronMatrix

Quote :

The end of July is more than a month away plenty of tie if they already had the newer rev.

There you go with another toilet paper pre-launch.

WTH does that mean?

Wow, you've slipped further into the toilet bowl.

Reply to clue69less

Quote :

Speculation and market hype. Any number of companies outsource lower end work in order to cut costs. It also allows them focus in on their core business. As mentioned, there is a big difference between outsourcing lower end and going completely fabless.

Besides, I wouldn't read too much into this article. Glen Yueng is the same Citigroup analyst that was hyping AMD after the Dell deal......Citigroup analyst Glen Yeung upgraded his rating on AMD to "Buy" from "Hold," partly based on expectations that the Sunnyvale, Calif. company will reap the benefits of its deal with computer maker Dell.

"Our buy rating reflects the improving near-term PC environment, anticipated benefits from a strong ramp with new customer Dell, and the dramatic pullback in the shares that drive a more compelling valuation," Yeung wrote in a note to clients.

Yeung raised his target price to $27.50 from $25, along with higher earnings estimates for coming quarters and the full year.

C'mon, Yueng predicted an AMD stock price of $27 within 1 year, or by 8/07, from the date of the article. What's AMD stock price now? $13.50+/-. Not to point out AMD's lower than expected stock price, but...

You might want to take everything that Glen Yueng has to say with a barrel of salt. He's just an tech sector financial analyst who's got no more insight into a company than you or I do. He's just a guy trying to get his customers/investors to buy stocks so he can collect a commission.

Not to defend Yueng, but did anyone here really know how devastating a blow C2D would have on AMD's market share? Did you? How about coupled with the fact that AMD can't get Barcelona (or so it seems at the moment) up to competing speeds...and out the door? These are two big factors affecting customer confidence.

No one saw this coming...no one.

Reply to bixplus

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They have sampled in June as they said.

Um, are you serious? Do you really call that a sampling? You lost all credibility (for those who actually thought you had some) in that one statement alone.

Nice try though.

Reply to bixplus

Quote :

Speculation and market hype. Any number of companies outsource lower end work in order to cut costs. It also allows them focus in on their core business. As mentioned, there is a big difference between outsourcing lower end and going completely fabless.

Besides, I wouldn't read too much into this article. Glen Yueng is the same Citigroup analyst that was hyping AMD after the Dell deal......Citigroup analyst Glen Yeung upgraded his rating on AMD to "Buy" from "Hold," partly based on expectations that the Sunnyvale, Calif. company will reap the benefits of its deal with computer maker Dell.

"Our buy rating reflects the improving near-term PC environment, anticipated benefits from a strong ramp with new customer Dell, and the dramatic pullback in the shares that drive a more compelling valuation," Yeung wrote in a note to clients.

Yeung raised his target price to $27.50 from $25, along with higher earnings estimates for coming quarters and the full year.

C'mon, Yueng predicted an AMD stock price of $27 within 1 year, or by 8/07, from the date of the article. What's AMD stock price now? $13.50+/-. Not to point out AMD's lower than expected stock price, but...

You might want to take everything that Glen Yueng has to say with a barrel of salt. He's just an tech sector financial analyst who's got no more insight into a company than you or I do. He's just a guy trying to get his customers/investors to buy stocks so he can collect a commission.

Not to defend Yueng, but did anyone here really know how devastating a blow C2D would have on AMD's market share? Did you? How about coupled with the fact that AMD can't get Barcelona (or so it seems at the moment) up to competing speeds...and out the door? These are two big factors affecting customer confidence.

No one saw this coming...no one.

You're not defending Yueng. As a matter of fact, I think your comments further support the notion that the OP's article quoting Glen Yueng and AMD going "fabless" just a bunch of market hype and speculation.

Reply to chunkymonster

Agreed, much of this is pure speculation right now until AMD actually announces firm plans. But it is plausible considering AMD's current position...it's just fun having an open discussion about the whole thing. Should be interesting to see what happens either way!

One thing that isn't speculation though, whatever happens and however it goes down, I can gurantee that Baron will say "Like I've said all along, this is ecactly how it was going to happen..." :lol: :lol:

Reply to bixplus

Quote :

Not to defend Yueng, but did anyone here really know how devastating a blow C2D would have on AMD's market share? Did you? How about coupled with the fact that AMD can't get Barcelona (or so it seems at the moment) up to competing speeds...and out the door? These are two big factors affecting customer confidence.

No one saw this coming...no one.

No, of course not. IMO, the head shed at AMD saw this as more Intel netburst lies, and didnt take it seriously. I beleive they were complacent in the perfromance and price leadership, and took it for granted, until it was to late.

Thinking back to what, if anything they could have done, it makes me wonder. WRT AM2, AMD said they were holding off on migrating to DDR2 as there wasnt much performance gain, and they wanted to wait until DDR2 prices were lower. At the time I thought nothing of it, and that seemed to make sence from the perspective in which they made that statement. Its now been awhile since the release of AM@, and everyone knows that as it turned out, AM2 was more sensitive to memory speed than 939. Given the PR fiascos Henri Richard has conjured since Intel released C2D, plus the delays with R600, the brisbane paper launch and now the possible delay of K10, I cant help but wonder if team grean knew about AM2s ram speed sensitivity and actually delayed launching to work out kinks rather than the reasons they claimed.

Reply to turpit

Quote :

Agreed, much of this is pure speculation right now until AMD actually announces firm plans. But it is plausible considering AMD's current position...it's just fun having an open discussion about the whole thing. Should be interesting to see what happens either way!

One thing that isn't speculation though, whatever happens and however it goes down, I can gurantee that Baron will say "Like I've said all along, this is ecactly how it was going to happen..." :lol: :lol:

I jst find it amazing that no one will look up something I said but will search for hours for something I said wrong. I've been saying all of this about Chartered and their Fab 30/36 plans for months.

Reply to BaronMatrix

Quote :

Not to defend Yueng, but did anyone here really know how devastating a blow C2D would have on AMD's market share? Did you? How about coupled with the fact that AMD can't get Barcelona (or so it seems at the moment) up to competing speeds...and out the door? These are two big factors affecting customer confidence.

No one saw this coming...no one.

No, of course not. IMO, the head shed at AMD saw this as more Intel netburst lies, and didnt take it seriously. I beleive they were complacent in the perfromance and price leadership, and took it for granted, until it was to late.

Thinking back to what, if anything they could have done, it makes me wonder. WRT AM2, AMD said they were holding off on migrating to DDR2 as there wasnt much performance gain, and they wanted to wait until DDR2 prices were lower. At the time I thought nothing of it, and that seemed to make sence from the perspective in which they made that statement. Its now been awhile since the release of AM@, and everyone knows that as it turned out, AM2 was more sensitive to memory speed than 939. Given the PR fiascos Henri Richard has conjured since Intel released C2D, plus the delays with R600, the brisbane paper launch and now the possible delay of K10, I cant help but wonder if team grean knew about AM2s ram speed sensitivity and actually delayed launching to work out kinks rather than the reasons they claimed.

AM2 improves 20% with CAS4 DDR2 800. Look it up. Anand did 939/AM2 tests right before the release and perf sucked. When it launched it was an improvement. It wasn't speed it was latency.
ATi was in charge of R600 not AMD.
Brisbane was NOT a paper launch. The US just didn't get the chips first.

Reply to BaronMatrix

Quote :

I jst find it amazing that no one will look up something I said but will search for hours for something I said wrong.

No need to search for hours when nearly every post you toss up is anything but accurate.

Besides, who would really consider taking the time to read all of your previous posts to validate what you've said everytime you say "Like I've been saying..."? Especially when it's painful just reading your posts in this thread.

Reply to bixplus

Quote :

AMD can't sell off it's fabs for cash, if that's what anyone is thinking. Morgan and Stanley would get all the cash from such a sale.

Well that's the whole idea actually: sell off assets for cash to pay down debt, thus reducing/eliminating cash outlay for debt servicing. It's a very common maneuver for companies with heavy debt load who's in a cash crunch. It helps fight bankruptcy.

Reply to continuation

Quote :

AMD can't sell off it's fabs for cash, if that's what anyone is thinking. Morgan and Stanley would get all the cash from such a sale.

Well that's the whole idea actually: sell off assets for cash to pay down debt, thus reducing/eliminating cash outlay for debt servicing. It's a very common maneuver for companies with heavy debt load who's in a cash crunch. It helps fight bankruptcy.

It's also a great time to buy back your debt, when your companyt has peformed so badly that the debt has reached junk status and you can repay it for half the price.

Reply to The_Abyss

Quote :

Not to defend Yueng, but did anyone here really know how devastating a blow C2D would have on AMD's market share? Did you? How about coupled with the fact that AMD can't get Barcelona (or so it seems at the moment) up to competing speeds...and out the door? These are two big factors affecting customer confidence.

No one saw this coming...no one.

No, of course not. IMO, the head shed at AMD saw this as more Intel netburst lies, and didnt take it seriously. I beleive they were complacent in the perfromance and price leadership, and took it for granted, until it was to late.

Thinking back to what, if anything they could have done, it makes me wonder. WRT AM2, AMD said they were holding off on migrating to DDR2 as there wasnt much performance gain, and they wanted to wait until DDR2 prices were lower. At the time I thought nothing of it, and that seemed to make sence from the perspective in which they made that statement. Its now been awhile since the release of AM@, and everyone knows that as it turned out, AM2 was more sensitive to memory speed than 939. Given the PR fiascos Henri Richard has conjured since Intel released C2D, plus the delays with R600, the brisbane paper launch and now the possible delay of K10, I cant help but wonder if team grean knew about AM2s ram speed sensitivity and actually delayed launching to work out kinks rather than the reasons they claimed.

AM2 improves 20% with CAS4 DDR2 800. Look it up. Anand did 939/AM2 tests right before the release and perf sucked. When it launched it was an improvement. It wasn't speed it was latency.
ATi was in charge of R600 not AMD.
Brisbane was NOT a paper launch. The US just didn't get the chips first.

I am familiar with the article you mention, having refered many people to it. If you look at the test results, you will see the latency was a non issue for the DDR2 tested as the 533, 667 and 800 all used the same timings. The only differences were the clock speed and the precharge delay.

The entire article can be read here. http://www.anandtech.com/showdoc.aspx?i=2741&p=4

Images courtesy of Anandtech C 2006

The following sample of results tell the same story

ATI Technologies is a wholy owned subsidiary of Advanced Micro Designs. Henri Richard, the Chief Sales Officer for AMD made the statements regarding the delay of the x2900 release to insure good drivers, and a timed top to bottom product line release, not the ATI Chief Sales Officer. (come to think of it, I dont recall seeing much from anyone at ATI regarding the x2900, besides Dave Orton mimicking Richard)

Quote :

The R600 will be out in the second quarter. The reason we decided to delay the launch was that we wanted to have a complete DX10-enabled solution top to bottom. A lot of people wrote that the reason it is delayed is because of a problem with the silicon, but there is no problem with the silicon. We are demonstrating it. We can ship it today. But if you think about it, looking at where the market is at, the volumes are going to be in the R610 and R630, so it makes sense for us to do a one time launch of the entire family of DX10 enabled products. That meant delaying the R600 for a few weeks, but frankly it doesn't make a difference in the life cycle of the product and talking with our customers and partners, they felt that it would make a bigger impact with one full launch. So we decided to do that.

As the event has now come and gone, we now know the entire product line was not launched simultaniously and that the drivers left much room for improvement, contrary to the words of the CSO of the parent company.

AMD anounced Brisbane in the US in Jan07. It was unavailable in the US in Jan 07. That qualifies as a paper launch.

Reply to turpit

Quote :

I am familiar with the article you mention, having refered many people to it. If you look at the test results, you will see the latency was a non issue for the DDR2 tested as the 533, 667 and 800 all used the same timings. The only differences were the clock speed and the precharge delay.

The entire article can be read here. http://www.anandtech.com/showdoc.aspx?i=2741&p=4

Baron, see what I mean? No one need search very far before discovering another of your inaccuracies. Please do try to research before you post again.

Reply to bixplus

Quote :

I am familiar with the article you mention, having refered many people to it. If you look at the test results, you will see the latency was a non issue for the DDR2 tested as the 533, 667 and 800 all used the same timings. The only differences were the clock speed and the precharge delay.

As you can see from the charts, the latency decreased with more speed but the effect if I remember correctly was slightly less with DDR.

The article I meant on Anandtech was the pre-release benches. It was BAD. If I could remember the site that did the 939/AM2, I'd link it. It was linked here by I think 9-inch nails. As you can see, I don't search or save links.

My point was that with all of this, people are saying, "WHY DON'T YOU HAVE 12 FABS LIKE INTEL? Then you could have multiple "process locations."

Intel is a very "predatory" company as is evidenced by the removal of EVERY OTHER even wannabe X86 CPU company.

AMD has done well in the face of such competiton and I HOPE (read:believe) that 10h is what it's supposed to be and that AMD just needs more time than Intel because they have to use FishKill.

Though the creators of AMD64 (MS did make it the de facto standard) shouldn't be required to prove anything to appease "armchair generals" and wanna-be enthusiasts.

Whatever is whatever. AMD should make a comeback in terms of their new-found profitability (2006). 10h

Reply to BaronMatrix

[quote="BaronMatrix"]

Quote :

Though the creators of AMD64 (MS did make it the de facto standard) shouldn't be required to prove anything to appease "armchair generals" and wanna-be enthusiasts.

Whatever is whatever. AMD should make a comeback in terms of their new-found profitability (2006). 10h

Your wrong about that, Baron. As a publicly-owned company, they are continually required to prove themselves to consumers, investors, and potential consumers and investors. When you stick out your hand asking for our money (which is what a company does when it sells anything, including itself in the form of stock), the guys fronting the cash are perfectly entitled to ask if the company can deliver the goods.

Reply to easyg

Quote :

Intel is a very "predatory" company as is evidenced by the removal of EVERY OTHER even wannabe X86 CPU company.

Microsoft is a much more "predatory" company than intel, yet you seem to use their products. Enough of this old tired predatory nonsense.

Reply to gr8mikey

Would you shut the hell up . . . .

Reply to wisecracker

Baron,

Care to elaborate on the "predatory" nature of Intel?

Would this be the repeated attempts at gaining market share back from AMD?

Or would it be their dealings with Dell which are still under review? (guilty already on what was a ? being raised?).

Would it be their current pricing structure? Lower priced chips forcing AMD to follow?

Just curious? Does what I have written pretty much cover it? Have I missed something?

Reply to Ches111

Actually one could argue that intel pretty much has the same pricing structure that they always had. A chip at every price segment indeed.

The problem for AMD currently is that their best only equals intel's mid-range. Therefore they have to price their top chip to compete with the intel cpu that most closely matches its performance. And then the rest of the AMD lineup prices down from there.

So basically i'm saying that intels price structure isn't the problem, its the fact that C2D has been released for nearly a full year and AMD has yet to release a competitive product.

Reply to gr8mikey

That's the ugliest avatar that I've ever seen 8O

Reply to Jake_Barnes

I guess I should have put [SARCASM] post [/SARCASM]

In my last post!!

But I really do want to know where the predatory remarks come from...

I would especially like the Baron to link to information regarding this.

Would be an interesting read I am sure.

Reply to Ches111

Jake,

How could you just come out and say something like that about a guys Mother!! 8O 8O

Sorry Mikey... I had to...

I hope Jake feels bad now!!! :lol: :lol: :lol: :oops: :oops: :oops: :lol: :lol: :lol:

Reply to Ches111

Quote :

I hope Jake feels bad now!!! :lol: :lol: :lol: :oops: :oops: :oops: :lol: :lol: :lol:

Nope ... I'm just honest :wink:

Reply to Jake_Barnes

Quote :

Would you shut the hell up . . . .

Sunnyvale (CA) – Following rumors that the EasyG will not shut the hell up, AMD today said that it has “not changed the guidance” on Easy shutting the hell up.

According to an AMD spokesman, EasyG is on track to shut the hell up during the third quarter of this year. The source dismissed rumored delays in EasyG shutting the hell up as being based on a widly speculative piece by a Goldman Sachs analyst.

"AMD fully expects EasyG to shut the hell up about the same time quadcore processor codenamed Barcelona ships to partners."

Translation: Don't hold your breath

Reply to easyg

One question - if Barcy is truely a flop like R600 and AMD's 65nm launch (and the 4x4, etc.), will you finally admit it and say "I was full of crap and I am an idiot"?

Just curious.

Reply to wolverinero79

Quote :

One question - if Barcy is truely a flop like R600 and AMD's 65nm launch (and the 4x4, etc.), will you finally admit it and say "I was full of crap and I am an idiot"?

Just curious.

:lol: :lol: Someone needs to start a poll on this very insightful question. :lol: :lol:

Reply to bixplus

Quote :

One question - if Barcy is truely a flop like R600 and AMD's 65nm launch (and the 4x4, etc.), will you finally admit it and say "I was full of crap and I am an idiot"?

Just curious.

I doubt it

Reply to xpresso

Quote :

One question - if Barcy is truely a flop like R600 and AMD's 65nm launch (and the 4x4, etc.), will you finally admit it and say "I was full of crap and I am an idiot"?

Just curious.

I doubt it

I guess it is possible. I do recall a thread where BM admitted that he was a tool. (Should have bookmarked that one)

Reply to gr8mikey

More on AMD outsourcing production - it's for real

Forum CPU & Components : CPUs - More on AMD outsourcing production - it's for real

Please mind