AMD gains on Intel, sets Hammer speeds

[NFS4]

http://news.com.com/2100-1001-895652.html?tag=fd_top

 

[Sid03]

<< Hammer will ship to PC makers in the fourth quarter and will be released to the public in the first quarter of 2003, [Jerry] Sanders added. >>

just like i thought... we won't actually be able to buy one until like feb or march.


<< In the first quarter, Intel accounted for 80.8 percent of the worldwide shipment of processors for PCs... AMD accounted for 18.2 percent of shipments... >>

i thought amd had like 22% of the share. am i wrong, or did intel get some market share back in the previous couple quarters?


<< "For the first time, we have a product to compete against Itanium," said Sanders. >>

since when can the hammer support 128+ way servers?


<< "The Intel Itanium will be a failure because it doesn't obey the immutable laws of our industry," >>

i guess the sun ultra-sparc (and other high-end server cpu's) will be a failure too.

sometimes jerry speaks the truth, and other times he doesn't seem to have a clue as to what he's talking about. why does he keep comparing the hammer to the itanium? that's like comparing a strongarm pda processor with an athlon. apples to oranges.

 

[PizzaDude]

I can't imagine an AMD chip debuting at 2ghz, that's just gonna scream.

 

[Adul]

hammer time!

 

[nortexoid]

it's all vaporware.

even bitboys' product is more tangible than the clawhammer.

(joking)

all you kiddies are gonna be dreaming a LONG time until you actually get your grubby hands on one of these hammers + mobo.

 

[Adul]

if a long time is 1 year or less. I will gladly wait

allows me to save up money for a major upgrade

 

[Piano Man]

Opteron comming out with a 3400 rating? Sweet

 

[LikeLinus]

<<AMD gains on Intel>>

<<AMD accounted for 18.2 percent of shipments, an increase of 0.2 percent sequentially>>


LOL

 

[ST4RCUTTER]

<<AMD accounted for 18.2 percent of shipments, an increase of 0.2 percent sequentially>>


LOL

**The figures include shipments of chips for Microsoft's Xbox game console.**

So without the Xbox AMD's marketshare was 19.2%. Not too shabby considering the size of Intel when compared to AMD. If the flash market returns like the industry signs are pointing too, AMD should have no problem returning to profitability in Q2. I certainly hope so at least. I wouldn't want to look forward to a day when Craig Barrett is on the stand arguing that unlike all other capatalist markets, the computer industry needs a semiconductor monopoly to be "stable" and promote "innovation."




<< "For the first time, we have a product to compete against Itanium," said Sanders. >>

since when can the hammer support 128+ way servers?

Sanders wasn't talking about 128+ processor servers, he was referring to 64-bit vs. 32-bit. It's still apples to oranges though...

 

[Mem]

<< Heck, that's as long as a year! I can't believe that! A whole year is left before the mighty Hammer wipes the P4 and other Celerons off the marketplace! >>



Hehe... I can wait being I`ve a XP 1700+ ,the only problem I`ve is which motherboard to buy with my future Clawhammer,will it be AMD,VIA,SiS or nForce, , I guess only time will tell .

 

[AGodspeed]

just like i thought... we won't actually be able to buy one until like feb or march.

Most likely, although who says that we won't have them by January. Actually, now that I read this CNET article more closely, it looks as if Jerry may have been talking about Opteron and not ClawHammer. Who knows, but I'd still be happy if I could build a ClawHammer box by next summer.

i thought amd had like 22% of the share. am i wrong, or did intel get some market share back in the previous couple quarters?

AMD lost some market share to Intel in Q3 and Q4 of 2001 (~ 1-1.5%) when you average the market share figures from Gartner Group and Mercury Research.

According to Gartner Group, AMD had 20.2% of the PC market after 2001 (unfortunately I've forgotten what Mercury's estimated market share numbers were for AMD, but I know they were lower, maybe 18-19%). However, the numbers CNET uses are from Mercury's estimates only. Gartner's numbers have been slightly higher for AMD the last year or so, so once you average Gartner's and Mercury's numbers, you'll get approx. 20% total PC market share. Of course that doesn't include XBox, but why would you include numbers for a video game console in the PC market is beyond me...

since when can the hammer support 128+ way servers?

Opteron will not directly compete with Itanium 1 or 2 for the vast majority of the time. Only in low-end server configurations might Opteron see some competition from Itanium 1 and 2. Opteron is mainly going for the Xeon market.

Now on to the more interesting parts of this news story...

Some positive news about Hammer OEM support from Dell. Here's what Dell had to say about Hammer:

"We're very interested and we're looking and there's not much more to say about it in public."

This is good news, although certainly nothing definite. But if these rumors are anything like the MS rumors, then we just might be seeing Dell ClawHammer systems during Q1 next year.

 

[BD231]

A good product is a good product, however, it would take alot more then the Hammer to win more than 20 or 30% market share.

 

[Diable]

<< We're very interested and we're looking and there's not much more to say about it in public." >>





<< This is good news, although certainly nothing definite. But if these rumors are anything like the MS rumors, then we just might be seeing Dell ClawHammer systems during Q1 next year. >>



Dell said the same thing in late 1999 when the Slot A Athlons were released but did they ever sell a machine with a AMD processor? I doubt they will jeopardize their deal with Intel to sell a few Opteron based machines.

 

[ST4RCUTTER]

Dell said the same thing in late 1999 when the Slot A Athlons were released but did they ever sell a machine with a AMD processor? I doubt they will jeopardize their deal with Intel to sell a few Opteron based machines.

Agreed. I think I'd go into shock if Dell ever started selling any other CPU besides one made by Intel . Seems like the two companies could benefit each other by just merging...the new company can be called Dentel.

 

[Hulk]

I think AMD will be okay even if they can't get Hammer into the market until March or so of 2003. If they can get Thoroughbred out and it can make it to 2000MHz that would translate into a performance rating of 2500+. If they can push that core to 2133MHz that would be 2700+. And that is not taking the 512kb cache into account or any other improvements which would make the performance rating even higher. Intel says they will be at 3GHz by the end of the year. Who knows, maybe AMD can do 3000+ by then (2333MHz).

Basically, Thoroughbred being successful is key for them to gain or at least hold their market share until Hammer arrives. If Hammer arrives at 3400+ PR the Intel will be scrambling. Northwood will most likely top out lower than that and I doubt Intel will have a new core ready by then.

If on the other hand Thoroughbred is another K6-III it could be trouble. That is it arrives too late to matter and cannot scale well. I would say anything less than 2000MHz would not be good for AMD. They could lose a significant portion of the market and confidence of the power users.

I hope Thoroughbred works out.

 

[NFS4]

<< I think AMD will be okay even if they can't get Hammer into the market until March or so of 2003. If they can get Palomino out and it can make it to 2000MHz that would translate into a performance rating of 2500+. If they can push that core to 2133MHz that would be 2700+. And that is not taking the 512kb cache into account or any other improvements which would make the performance rating even higher. Intel says they will be at 3GHz by the end of the year. Who knows, maybe AMD can do 3000+ by then (2333MHz).

Basically Palomino being successful is key for them to gain or at least hold their market share until Hammer arrives. If Hammer arrives at 3400+ PR the Intel will be scrambling. Northwood will most likely top out lower than that and I doubt Intel will have a new core ready by then.

If on the other hand Palomino is another K6-III it could be trouble. That is it arrives too late to matter and cannot scale well. I would say anything less than 2000MHz would not be good for AMD. They could lose a significant portion of the market and confidence of the power users.

I hope Palomino works out. >>


Umm, you mean Thoroughbred, not Palomino...RIGHT??

 

[Hulk]

NFS4 -

Thanks. Yeah, that felt weird even as I was typing it. Too many code names.....or ... uhh.... that confirms it, I'm gettin' old!

 

[CocaCola5]

A year is so damn long its almost irrelevant how well Hammer runs.

 

[SexyK]

<< A year is so damn long its almost irrelevant how well Hammer runs. >>




I tend to agree, thats a decade in the computer world. I wouldn't be suprised if Intel was at 3.5GHz by the time the "3400+" comes out. We'll see, maybe they can prove me wrong, but I'm not convinced, espically since Tbred is still (almost) nowhere to be seen, and negative rumors are surrounding it about power consumption and possibly scaling. It's to bad that Intel is making great strides with their .09u process and AMD can't even get their .13u chips out there.

Kramer

 

[joohang]

I doubt that Dell will consider AMD any time soon.

 

[Hulk]

Normally I'd have to agree. But in this case, Intel says they are on track for a 3GHz P4 by the end of the year. There is no other Intel CPU in sight. Period. Now, unless Bitboys release a killer chip I don't know how some other chip is going to magically appear.

The bottom line is Intel says 3Ghz next year. AMD says PR of 3400. If AMD's PR rating holds up as well as it has been it seems as though Hammer could be a real killer CPU.

 

[Copperman]

I tell ya I just hopped on the AMD bandwagon......got me a 1900+ and
man I am in awe at the performance I get for alot less than P3

I hope the Hammer is what it is suppose to be

Cliff

 

[WilsonTung]

I really think Anandtech needs to lay off the sensationalistic headlines. The Hammer is not a shipping product, thus there is no "gain" on Intel. If anything, AMD is barely keeping up at this point.

Intel has demonstrated air cooled 3.5 GHz Northwoods and vaporchilled 4.1 GHz units - I think Intel will stay competative even through the release of the Hammer.

Despite this, I am sure the Hammer series will provide excellent performance for the money.

 

[AGodspeed]

<< I really think Anandtech needs to lay off the sensationalistic headlines. The Hammer is not a shipping product, thus there is no "gain" on Intel. If anything, AMD is barely keeping up at this point.

Intel has demonstrated air cooled 3.5 GHz Northwoods and vaporchilled 4.1 GHz units - I think Intel will stay competative even through the release of the Hammer.

Despite this, I am sure the Hammer series will provide excellent performance for the money. >>

Lol, perhaps you should actually read the article.

CNET Title: AMD gains on Intel, sets Hammer speeds

 

[NFS4]

<< I really think Anandtech needs to lay off the sensationalistic headlines. The Hammer is not a shipping product, thus there is no "gain" on Intel. If anything, AMD is barely keeping up at this point.

Intel has demonstrated air cooled 3.5 GHz Northwoods and vaporchilled 4.1 GHz units - I think Intel will stay competative even through the release of the Hammer.

Despite this, I am sure the Hammer series will provide excellent performance for the money. >>



LOL, someone needs to lay of the crack and READ THE ARTICLE TITLE ON CNET!

And if you had actually READ the article, they are talking about marketshare gains in relation to Intel.

"AMD gains on Intel"
"sets Hammer speeds"

Two seperate topics discussed in the article. Normally a COMMA seperates two or more thoughts...but I'm sure you knew that