Aceshardware

I didn't see that AMD statement but if it was i see it as false one. Even now AMD notebooks have 65nm cpu. 45nm was declared and announced about whole eight OEMs which support them but i see nothing on horizon.

BTW, already a few times AMD wrote down 65nm parts. Quite a lot they produced!

They sure made that statement. Don't forget It takes about three months from wafer start
to parts being ready to be shipped or stocked.

Regards, Hans

Fabtech's editor wrote some detail on this...
http://tinyurl.com/fabtechblog

Hey Hans, it was kind of sleazy to attribute a clearly delineated quote from
EE Times in one of my posts directly to me here.

http://siliconinvestor.advfn.com/readms ... d=25974821

You didn't even include a link so that someone could check your claim of
attribution.

Nothing sleazy. Your post is directly above mine for everybody to read including the link:
http://aceshardware.freeforums.org/amd-market-share-up-close-to-25-since-last-quarter-t823-60.html

Taking your tremendous posting record on the subject "AMD" into account you
might have known that the journalist was way off in the first place, but what
you did was just amplifying the noise.....


Regards, Hans

Analysis: Happy days are here again for Intel

http://www.eetimes.com/news/latest/show ... =220600718

SAN FRANCISCO—One year after a perfect storm-type financial crisis created the mother of all semiconductor industry downturns, the world's No. 1 chip maker is once again sitting pretty.
Thanks to a surprising rebound in the PC market, Intel Corp. on Tuesday (Oct. 13) exceeded analyst expectations with its third-quarter results and a fourth-quarter sales target that, if accurate, would put the company essentially back to the same quarterly run rate it had before all hell broke loose.

[..]

Despite continual efforts to diversify, as the PC market goes, so goes Intel. Otellini acknowledged as much Tuesday when he said he doesn't believe Intel can grow much above the PC growth rate. He said the company has picked up market share during the course of the year and may pick up more in the fourth quarter. "At the end of the day, we need the volume," he said. "We need the PC market to grow."

AMD reports its Q3 results tomorrow. Did they get pulled along by the draft
from the big blue truck or did they fall under one of its tires?

AMD lied.
As of Q3-2009 AMD failed to reach crossover in 45nm shipment.

I don't think they lied. The wafer starts in April or May left the fab in July
or August to get lined up behind large inventories of unsold 65nm products
which did build up as a result of the economical crisis.



Regards, Hans

Do you really believe in that?
Who did they ramp up production back in 2008 for, when Intel had already had for a year 45nm parts and AMD itself started shipment 45nm Shanghai? Who in his right mind would have bought 65nm parts in 2009 in server and desktop markets when AMD already had 45nm parts?
AMD wrote down 65nm inventories in Q1-2009 and in Q2-2009.
AMD started production 65nm bug-free Barcelona and Phenom in Q1-2008 only.
That is why, i see D.Meyer statement as another lie.

The truth, as i suppose, is that the yield of 45nm SOI is in very bad shape.

What is there so hard to believe?

100% wafer starts at 45nm in April or May means there still came 65nm
products out of the fab in July or August after 3 months total production
time. that's well in Q3. This explains why, together with a few months
worth of 65nm inventory, there are still some 65nm sales right now.

Regards, Hans

Not some but less than 50%.
BTW, even 45nm Congo for notebooks will less than 50% in Q4 (but maybe more than 10%, Derrick R. Meyer).
In any case, trust or no trust to AMDers, it's up to you.

Analysis: Solid Q3 for AMD, Intel; now for the hard part

http://www.eetimes.com/news/latest/show ... =220601150

Right now, it's looking like Intel is better positioned against AMD although the Sunnyvale, Calif., microprocessor and graphics IC company managed to hold its position and even improved revenue performance in the recently ended quarter.

Still, it was obvious Intel made the most gains with its market share rising above 80 percent and moving closer to the 82.4 percent it claimed in the third quarter of 2005, according to market researcher iSuppli Corp. Also, although Intel's revenue fell on a year-over-year basis during the third quarter, the 8 percent drop was not as severe as AMD's 23 percent decline during the same period.

The two companies were better matched on a sequential basis, with sales rising 17 percent from the second quarter at AMD and approximately 17.5 percent at Intel.

Intel's outlook for Q4 is somewhat more optimistic than AMD's:

Normal market conditions are expected to resume sometime in the fourth quarter and stretching into the traditionally weaker first quarter. AMD is expecting fourth quarter sales to be up "modestly" while Intel is predicting sales of $10.1 billion—plus or minus $400 million—up between 7.5 percent and 11.7 percent sequentially from $9.4 billion in the third quarter.

Looking forward even further:

While AMD's financial position has strongly improved from the year-ago period—it has retired about $419 million in convertible notes over the last year—the company is still struggling. It still has considerable long-term debts and its ability to compete against Intel is severely limited by both the debt position and resources for capital expenditure as well as research and development.

In 2009, for instance, Intel is budgeting $4.5 billion for capital expenditure compared with $650 million for both AMD and GlobalFoundries.

In Q3 AMD shareholder equity dropped to negative $569m (-$0.85 per share).