- Sep 19, 2010
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With Bulldozer being a big disappointment, people here and on other forums are having knee-jerk reactions and proclaiming this is the "dark ages" for the CPU industry, and so on and so forth. That couldn't be further from the truth.
The fact is, Intel is no longer even competing with AMD. AMD survives right now mainly because Intel allows it to. AMD is surviving in the low-budget and value segments, and they are getting killed in pretty much every other segment. Intel if they wanted could lower their profit margins and price AMD out of the market completely, but they won't. So Bulldozer not being competitive is frankly irrelevant to Intel at this point.
Make no mistake though, Intel does face very strong competition and it's not AMD. In the view of Intel, their main competition is ARM right now. Intel knows this very well. Going back years ago, Intel learned greatly from the Pentium 4 fiasco. They learned a lot from their mistakes there. They were also caught by surprise by ARM's huge progress over the last few years. The mentality of "it's good to be paranoid" is very much alive and well at Intel. Atom will soon be getting huge changes, and Intel will release Atom on an aggressive tick-tock schedule. Huge improvements will occur with Intel's desktop CPUs as well. Intel with its future desktop CPUs will protect its position at the high end of the CPU market from ARM, while at the same time attacking ARM from the low end, where ARM currently dominates, with future Atoms. Haswell is said to have a TDP as low as 10W, and future chips after Haswell will go even lower, all while achieving big performance improvements as well. Atom performance will improve greatly too, but the biggest thing with Atom will be a huge push for much lower power consumption, low enough to be competitive with ARM. Intel likely may also cut their profit margins on Atom to compete with ARM.
To those that are saying ARM will destroy Intel, or that Intel is finished in the future, it is foolish to write off Intel. Those who do not learn from history are doomed to repeat it. Intel over the decades survived and successfully fought off competition from Japanese chip makers, from AMD, and IBM. Furthermore, Intel took on new markets over the decades, beat a lot of the dominant players in those markets and succeeded in those markets.
Finally I just have to say ... VINDICATION. Many months ago I criticized the Bulldozer design on this forum, and said that it would flop and it would be a disappointment. Many self-proclaimed experts here who said they worked in the CPU industry, or were engineers bashed me, told me I didn't know what I was taking about and pretty much pushed me off these forums for a long time. Now that Bulldozer is out, it's all plain and clear. It runs too hot, it's too big, is a step BACKWARDS in IPC for AMD CPUs, and it's uncompetitive with Sandy Bridge with the exception of very specific niche situations. To all you arrogant "experts" (whether you work in the CPU industry or not is irrelevant) you were WRONG. You deserve lots of crow for criticizing me and others here on this forum that knew Bulldozer would be a flop. Of course, this being the internet, most people never admit their wrongs or their faults.
The OP was fine up until it became a "told ya so" thread. Then it just became unnecessary rubbish.
-ViRGE
The fact is, Intel is no longer even competing with AMD. AMD survives right now mainly because Intel allows it to. AMD is surviving in the low-budget and value segments, and they are getting killed in pretty much every other segment. Intel if they wanted could lower their profit margins and price AMD out of the market completely, but they won't. So Bulldozer not being competitive is frankly irrelevant to Intel at this point.
Make no mistake though, Intel does face very strong competition and it's not AMD. In the view of Intel, their main competition is ARM right now. Intel knows this very well. Going back years ago, Intel learned greatly from the Pentium 4 fiasco. They learned a lot from their mistakes there. They were also caught by surprise by ARM's huge progress over the last few years. The mentality of "it's good to be paranoid" is very much alive and well at Intel. Atom will soon be getting huge changes, and Intel will release Atom on an aggressive tick-tock schedule. Huge improvements will occur with Intel's desktop CPUs as well. Intel with its future desktop CPUs will protect its position at the high end of the CPU market from ARM, while at the same time attacking ARM from the low end, where ARM currently dominates, with future Atoms. Haswell is said to have a TDP as low as 10W, and future chips after Haswell will go even lower, all while achieving big performance improvements as well. Atom performance will improve greatly too, but the biggest thing with Atom will be a huge push for much lower power consumption, low enough to be competitive with ARM. Intel likely may also cut their profit margins on Atom to compete with ARM.
To those that are saying ARM will destroy Intel, or that Intel is finished in the future, it is foolish to write off Intel. Those who do not learn from history are doomed to repeat it. Intel over the decades survived and successfully fought off competition from Japanese chip makers, from AMD, and IBM. Furthermore, Intel took on new markets over the decades, beat a lot of the dominant players in those markets and succeeded in those markets.
Finally I just have to say ... VINDICATION. Many months ago I criticized the Bulldozer design on this forum, and said that it would flop and it would be a disappointment. Many self-proclaimed experts here who said they worked in the CPU industry, or were engineers bashed me, told me I didn't know what I was taking about and pretty much pushed me off these forums for a long time. Now that Bulldozer is out, it's all plain and clear. It runs too hot, it's too big, is a step BACKWARDS in IPC for AMD CPUs, and it's uncompetitive with Sandy Bridge with the exception of very specific niche situations. To all you arrogant "experts" (whether you work in the CPU industry or not is irrelevant) you were WRONG. You deserve lots of crow for criticizing me and others here on this forum that knew Bulldozer would be a flop. Of course, this being the internet, most people never admit their wrongs or their faults.
The OP was fine up until it became a "told ya so" thread. Then it just became unnecessary rubbish.
-ViRGE
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