Aceshardware

dougSF30 · Joined: 18 Sep 2007 Posts: 52

July 2007:

http://enthusiast.hardocp.com/image.html?image=MTE4NTQ1OTQ5ME50OVZheTYzSTFfMV8xMl9sLmpwZw==

http://enthusiast.hardocp.com/image.html?image=MTE4NTQ1OTQ5ME50OVZheTYzSTFfMV8xM19sLmpwZw==

Dec 2007:

http://download.amd.com/Corporate/MarioRivasDec2007AMDAnalystDay.pdf

(Slide 21)

Also, from the WSJ:

...

In one change disclosed yesterday, AMD is adjusting a plan dubbed Fusion to combine its computing circuitry with ATI's graphics technology on a single chip. In July, AMD said the first product from that effort would use a sophisticated new microprocessor design, code-named Bulldozer.

Now AMD plans to make its first multi-function chip using modifications of an existing microprocessor, in a product called Swift that will arrive in mid-2009. In an interview, Mr. Ruiz said customers wanted AMD to reduce design risks and deliver a product sooner.

Roger Kay, an analyst with Endpoint Technologies Associates Inc., said the change raises the odds that AMD will still lag Intel's performance in two years. "I think it basically makes them fall behind," he said.

--------------------

Finally, the R700 looks like Q2 2009 now:

http://download.amd.com/Corporate/MarioRivasDec2007AMDAnalystDay.pdf

(Slide 25)

jack · Joined: 27 Jun 2007 Posts: 333

The R700 delay is quite significant one. According to earlier rumours it was supposed to be released in mid-2008.

mas · Joined: 31 Jul 2007 Posts: 75

DUCK of DEATH wrote:

And to think that silly ol' Mas keeps saying Bulldozer is going to save AMD from Nehalem.

WRONG again.

I never said save more like knock Nehalem clear out when it tips up, clean kill style ;-). Clustered multithreading will be the main weapon backed up by FMAC capability in HPC.

DUCK of DEATH · Joined: 04 Sep 2007 Posts: 96

mas wrote:

DUCK of DEATH wrote:

And to think that silly ol' Mas keeps saying Bulldozer is going to save AMD from Nehalem.

WRONG again.

I never said save more like knock Nehalem clear out when it tips up, clean kill style ;-). Clustered multithreading will be the weapon.

LOL!!!! You truly are the BLACK KNIGHT.

mas · Joined: 31 Jul 2007 Posts: 75

and you are truly a stupid dumb duck ;-).

DUCK of DEATH · Joined: 04 Sep 2007 Posts: 96

mas wrote:

and you are truly a stupid dumb duck ;-).

Stupid would be calling AMD a "BUY" and Intel a "HOLD", just a few short months ago. LOL!!!!

mas · Joined: 31 Jul 2007 Posts: 75

DUCK of DEATH wrote:

mas wrote:

and you are truly a stupid dumb duck ;-).

Stupid would be calling AMD a "BUY" and Intel a "HOLD", just a few short months ago. LOL!!!!

Not really, AMD would be a strong buy now as it should be 15 next year while Intel is still just a hold butting its head continually against 28 and coming down again ad infinitum. They blew blowing past 30 this year with their inane pricing policy.

DUCK of DEATH · Joined: 04 Sep 2007 Posts: 96

mas wrote:

DUCK of DEATH wrote:

mas wrote:

and you are truly a stupid dumb duck ;-).

Stupid would be calling AMD a "BUY" and Intel a "HOLD", just a few short months ago. LOL!!!!

Not really, AMD would be a strong buy now as it should be 15 next year

I think you have made a typo and place a "5" at the end of what AMD's share price will be in a year's time.

Quote:

while Intel is still just a hold butting its head continually against 28 and coming down again ad infinitum. They blew blowing past 30 this year with their inane pricing policy.

Their "inane pricing policy" as you ridiculously call it, is what will send AMD to Chapter 11 and see Intel's share price hit $50 in 2009.

dougSF30 · Joined: 18 Sep 2007 Posts: 52

mas wrote:

DUCK of DEATH wrote:

And to think that silly ol' Mas keeps saying Bulldozer is going to save AMD from Nehalem.

WRONG again.

I never said save more like knock Nehalem clear out when it tips up, clean kill style ;-). Clustered multithreading will be the main weapon backed up by FMAC capability in HPC.

ROFL. By the time Bullsh**dozer turns up (if it ever does), Intel will be shipping Westmere and sampling Sandy Bridge.

Didn't you have a chance to watch the AMD presentation yet, mas?

Bulldozer is canned from 2009, as is Bobcat. AMD's customers want it to go back to being a second source for value parts.

Time to start owning up to your blown predictions, mas.

dougSF30 · Joined: 18 Sep 2007 Posts: 52

mas wrote:

DUCK of DEATH wrote:

mas wrote:

and you are truly a stupid dumb duck ;-).

Stupid would be calling AMD a "BUY" and Intel a "HOLD", just a few short months ago. LOL!!!!

Not really, AMD would be a strong buy now as it should be 15 next year while Intel is still just a hold butting its head continually against 28 and coming down again ad infinitum. They blew blowing past 30 this year with their inane pricing policy.

Mas, you REALLY need to go through AMD's presentation before making silly claims like these.

AMD expects no net profit in any quarter of next year, merely an operating profit in Q3, and even that is based on completely unrealistic assumptions about the overall market in microprocessors, as one of the analysts noticed.

With no OEM server shipments before the end of Q1 / start of Q2, and no ability to ship even a 2.5GHz Barcelona until May (per Mario, Hecotr Jr.), AMD's pricing power will be non-existent. Having admitted that 45nm shipments will not begin until H208 (Translation: December), and that they will not be using HK/MG in their 45nm process initially (Translation: 45nm speeds will be slower than 65nm at launch, in true AMD style), their future is bleak.

Some of us saw this coming over a year ago. Time to take off your blinders.

mas · Joined: 31 Jul 2007 Posts: 75

DUCK of DEATH wrote:

mas wrote:

DUCK of DEATH wrote:

mas wrote:

and you are truly a stupid dumb duck ;-).

Stupid would be calling AMD a "BUY" and Intel a "HOLD", just a few short months ago. LOL!!!!

Not really, AMD would be a strong buy now as it should be 15 next year

I think you have made a typo and place a "5" at the end of what AMD's share price will be in a year's time.

Quote:

while Intel is still just a hold butting its head continually against 28 and coming down again ad infinitum. They blew blowing past 30 this year with their inane pricing policy.

Their "inane pricing policy" as you ridiculously call it, is what will send AMD to Chapter 11 and see Intel's share price hit $50 in 2009.

LOL, more like 30s with AMD in the 20s.

DUCK of DEATH · Joined: 04 Sep 2007 Posts: 96

mas wrote:

DUCK of DEATH wrote:

mas wrote:

DUCK of DEATH wrote:

mas wrote:

and you are truly a stupid dumb duck ;-).

Stupid would be calling AMD a "BUY" and Intel a "HOLD", just a few short months ago. LOL!!!!

Not really, AMD would be a strong buy now as it should be 15 next year

I think you have made a typo and place a "5" at the end of what AMD's share price will be in a year's time.

Quote:

while Intel is still just a hold butting its head continually against 28 and coming down again ad infinitum. They blew blowing past 30 this year with their inane pricing policy.

Their "inane pricing policy" as you ridiculously call it, is what will send AMD to Chapter 11 and see Intel's share price hit $50 in 2009.

LOL, more like 30s with AMD in the 20s.

I think you should pay attention to what Doug has been saying in this thread, it might save you from further embarrassment like this.

Not only are AMD more fucked than at any time in the last 4 years on the CPU front, now they have run up the white flag on the GPU front as well.

Loss after loss for the foreseeable future is all that awaits AMD.

mas · Joined: 31 Jul 2007 Posts: 75

dougSF30 wrote:

mas wrote:

DUCK of DEATH wrote:

And to think that silly ol' Mas keeps saying Bulldozer is going to save AMD from Nehalem.

WRONG again.

I never said save more like knock Nehalem clear out when it tips up, clean kill style ;-). Clustered multithreading will be the main weapon backed up by FMAC capability in HPC.

ROFL. By the time Bullsh**dozer turns up (if it ever does), Intel will be shipping Westmere and sampling Sandy Bridge.

Didn't you have a chance to watch the AMD presentation yet, mas?

Bulldozer is canned from 2009, as is Bobcat. AMD's customers want it to go back to being a second source for value parts.

Time to start owning up to your blown predictions, mas.

LOL, this is the guy that has never predicted anything right of substance and has yet to own up to all his ridiculous predictions, I need no lectures from you mr fork tongue. While you was doing $40 calls on AMD I was out of AMD and warning about Core 2 in Jan 2006 well *before* the benchmarks

http://investorshub.advfn.com/boards/read_msg.asp?message_id=9485541

mas · Joined: 31 Jul 2007 Posts: 75

DUCK of DEATH wrote:

mas wrote:

DUCK of DEATH wrote:

mas wrote:

DUCK of DEATH wrote:

mas wrote:

and you are truly a stupid dumb duck ;-).

Stupid would be calling AMD a "BUY" and Intel a "HOLD", just a few short months ago. LOL!!!!

Not really, AMD would be a strong buy now as it should be 15 next year

I think you have made a typo and place a "5" at the end of what AMD's share price will be in a year's time.

Quote:

while Intel is still just a hold butting its head continually against 28 and coming down again ad infinitum. They blew blowing past 30 this year with their inane pricing policy.

Their "inane pricing policy" as you ridiculously call it, is what will send AMD to Chapter 11 and see Intel's share price hit $50 in 2009.

LOL, more like 30s with AMD in the 20s.

I think you should pay attention to what Doug has been saying in this thread, it might save you from further embarrassment like this.

Not only are AMD more fucked than at any time in the last 4 years on the CPU front, now they have run up the white flag on the GPU front as well.

Loss after loss for the foreseeable future is all that awaits AMD.

LOL, you and Doug are like the clueless twins, I wouldn't listen to either of you even if my life depended on it ! You are both wrong as AMD will turn black in 2008 with a greater quad mix and reduced capital spending basically halting capacity at Fab30 until asp substantially improves.

DUCK of DEATH · Joined: 04 Sep 2007 Posts: 96

mas wrote:

DUCK of DEATH wrote:

mas wrote:

DUCK of DEATH wrote:

mas wrote:

DUCK of DEATH wrote:

mas wrote:

and you are truly a stupid dumb duck ;-).

Stupid would be calling AMD a "BUY" and Intel a "HOLD", just a few short months ago. LOL!!!!

Not really, AMD would be a strong buy now as it should be 15 next year

I think you have made a typo and place a "5" at the end of what AMD's share price will be in a year's time.

Quote:

while Intel is still just a hold butting its head continually against 28 and coming down again ad infinitum. They blew blowing past 30 this year with their inane pricing policy.

Their "inane pricing policy" as you ridiculously call it, is what will send AMD to Chapter 11 and see Intel's share price hit $50 in 2009.

LOL, more like 30s with AMD in the 20s.

I think you should pay attention to what Doug has been saying in this thread, it might save you from further embarrassment like this.

Not only are AMD more fucked than at any time in the last 4 years on the CPU front, now they have run up the white flag on the GPU front as well.

Loss after loss for the foreseeable future is all that awaits AMD.

LOL, you and Doug are like the clueless twins, I wouldn't listen to either of you even if my life depended on it ! You are both wrong as AMD will turn black in 2008 with a greater quad mix and reduced capital spending basically halting capacity at Fab30 until asp substantially improves.

All that means at best, is that they delay the inevitable till 2009 or 2010, when their lack of capital spending will bite them in the arse bigtime.

Even with what AMD has planned, there is no guarantee they will make a profit in 2008, particularly not if Intel decides to finish them off.

You also aren't taking into account the pasting nVidia is going to give ATI in 2008.

What prediction have I made before that turned out to be wrong?