Fudzilla: Bulldozer performance figures are in

[bridito]

I'm pretty sure that the stock explosion of %19.5 on Friday indicates that investors are quite satisfied with AMD's execution and forecast, mainly due to Fusion's accelerated ramp. The future is fusion tagline is there for a reason, that's the direction AMD is heading and CPU cores (ie Bulldozer) is one part of the Fusion process. With the added bonus of them being server CPU's of course. Fusion is AMD's biggest threat to intel in many years.

Now if you meant "AMD shorts are getting nervous too", then I agree.

It was over 9 bucks in May. So now it's time to celebrate 7 bucks! That bounce was only because shareholders who wouldn't know an APU from the convenience store manager on the Simpsons are seeing that AMD is making inroads on the low end at the expense of Intel. A market that interests me as much as the fermented mare's milk market in Mongolia. If they're spiking the AMD price because of an unreleased, unknown, vastly delayed BD then they deserve to take a bath in their portfolios.

Like I said! Yay, We're Number Two!

 

[podspi]

Like I said! Yay, We're Number Two!

There can only be one #1 in every industry. All that is important is that they make decent products that people want to buy, and are profitable. It looks to me that AMD is doing a better job of both this year than they have in a while.


As a shareholder my only complaint is that as far as I can tell, they got rid of the guy responsible for their current performance without a credible plan to replace him, but I digress.

 

[bridito]

There can only be one #1 in every industry. All that is important is that they make decent products that people want to buy, and are profitable. It looks to me that AMD is doing a better job of both this year than they have in a while.


As a shareholder my only complaint is that as far as I can tell, they got rid of the guy responsible for their current performance without a credible plan to replace him, but I digress.

I totally agree that getting rid of Meyer because the board didn't think he was pushing hard enough to stuff AMD APUs in iPads was the stupidest mistake they made since hiring Ruiz. D:

Now... will anyone want to buy BD? Let's let the rumors run rampant and agree (for the sake of argument) that we have a low $300 street price CPU that can barely keep up with a far less expensive 2500K in most benchmarks. What happens then? Do we all hear a chorus of "Wait for Trinity, Wait for Komodo, Wait for hell to freeze over?" I'm not sure how many times AMD can deliver a turkey instead of a top end CPU and keep the faithful still faithful!

I still believe in BD... at least a tiny bit anyway.

 

[nanaki333]

I'm not sure how many times AMD can deliver a turkey instead of a top end CPU and keep the faithful still faithful!

what's wrong with turkey?

as long as AMD keeps prices down for their lower end products, i'll continue to buy AMD systems for my work. great bang for the buck for office environments.

 

[bridito]

what's wrong with turkey?

as long as AMD keeps prices down for their lower end products, i'll continue to buy AMD systems for my work. great bang for the buck for office environments.

Turkey gets stuck in my throat and then makes me sleep for the whole day after Thanksgiving.

AMD : Great bang for the buck on the low and mid end. Absolutely no argument there. It's the high end that's getting shaky unless BD benchys blow everyone out of the water.

 

[RampantAndroid]

http://www.anandtech.com/bench/Product/288?vs=287

Somehow I totally misread your initial post...thanks for the link though

 

[Vesku]

It does seem that they canned Meyer simply because Intel managed to keep Apple from dipping into the AMD waters. The fact that everyone is turning down the CEO job just shows that no one believes the AMD directors will be tolerable to work with.

 

[bridito]

It does seem that they canned Meyer simply because Intel managed to keep Apple from dipping into the AMD waters. The fact that everyone is turning down the CEO job just shows that no one believes the AMD directors will be tolerable to work with.

I doubt Apple would want to get involved with AMD if Sanders was back in the chair. The board in its infinite wisdom decided that a good CEO with one black mark (in their eyes) was not as good as nobody there at all! Rocket scientists, all of them. I'll take the job, but only if I can pull a few extra million out in insider trading like Ruiz!

 

[piesquared]

It was over 9 bucks in May. So now it's time to celebrate 7 bucks! That bounce was only because shareholders who wouldn't know an APU from the convenience store manager on the Simpsons are seeing that AMD is making inroads on the low end at the expense of Intel. A market that interests me as much as the fermented mare's milk market in Mongolia. If they're spiking the AMD price because of an unreleased, unknown, vastly delayed BD then they deserve to take a bath in their portfolios.

Like I said! Yay, We're Number Two!

Not sure what your point is, but a %19.5 explosion on 80 million shares doesn't happen everyday. In fact it is pretty rare, so evidently investors don't need Bulldozer numbers as bad as you suggested. In fact, they might just be realizing that Fusion products are much more important overall...

 

[notty22]

Not sure what your point is, but a %19.5 explosion on 80 million shares doesn't happen everyday. In fact it is pretty rare, so evidently investors don't need Bulldozer numbers as bad as you suggested. In fact, they might just be realizing that Fusion products are much more important overall...

You are trying to make more of a stock correction than there is. All you have to do is look back at the daily stock price on AMD. June 7 it was 7.65. It had been on a RAPID decline on anticipation of Q2 earnings. Partly based on BD rumors. Earnings beat expectations for now.
As mentioned in May the stock was @ 9.00

http://www.google.com//finance?chdn...4633&chls=IntervalBasedLine&q=NYSE:AMD&ntsp=0

 

[yottabit]

who wouldn't know an APU from the convenience store manager on the Simpsons

epic

 

[Mr Vain]

Well AMD just released this Ruby / FX ninjas video pawning some dudes in blue suits. That has got to count for something.

That big bald dude in the video looks like Microsoft’s Steve Ballmer!

 

[Tsavo]

That big bald dude in the video looks like Microsoft’s Steve Ballmer!

What a horrible video.

 

[sm625]

What happened on friday was just options expiration games. What happens is one person (or group) obtains a massive quantity of near worthless puts or calls (calls in this case). Then they drive the price of the underlying up high enough to cash in on their options and make money. It happens all the time. Sometimes it sparks a longer lasting rally, sometimes not. That depends on how many suckers they can pull along for the ride. It's a pump and dump.

 

[bridito]

epic

Thank you, thank you, I will be licensing it for use on signatures. Straight royalties, first 50 years paid in advance.

I just want to clarify that I don't think that AMD is going to hell or that it should slink back down to the sub $2 level it was at a couple of years ago. I think that they are doing great work at the low and mid range and that there is a great future for them there. What I am arguing is that stock movement has nothing to do with BD since there is no news but just some of the comments in the Thu. conference call, earnings that have been "properly presented" along with some pump and dump as sm625 wisely noted.

 

[Mr Vain]

What happens then? Do we all hear a chorus of "Wait for Trinity, Wait for Komodo, Wait for hell to freeze over?" I'm not sure how many times AMD can deliver a turkey instead of a top end CPU and keep the faithful still faithful!

I still believe in BD... at least a tiny bit anyway.

It will hopefully be worth the wait, Intel being piledriven by a ten core Komodo, lol thats going to hurt.


http://www.tecnointeractivos.com/ha...or-bulldozer-outstanding-year-2012-ready.html

 

[bridito]

Just saw this:

http://wccftech.com/retail-amd-bulldozer-chips-ready-fx8150p-launch-q3-2011-269us-price/

AMD Bulldozer’s Release Date and Pricing have been leaked over at OBR’s blog. The guy has detailed that AMD will be releasing the chips somewhere around September 12-23, We already reported the September 19th Release date of AMD Bulldozer Processors here.

Also, The FX-8150P on launch would cost 269US$ which is 58$ higher then Intel’s i5 2500K CPU while being 50$ cheaper than the Sandy Bridge 2nd Generation flagship i7 2600K CPU. The FX-8150P will come with 8 Cores/8 Threads. The CPU was rumored to come with 4.2Ghz stock and 4.7 Ghz Turbo Core clock frequency (Details here), But the new B2 revision will feature clock speeds of a few less Mhz.

Personally I'm getting sick of OBR, but let's just play the game that he's right. Well ladies and gentlemen, there is your first legit benchmark. It's priced where the performance is. Between 2500K and 2600K. Wonderful. I'm sooooo excited. NOT! Now I can go buy an SB-E.

 

[aphelion02]

Isn't that the 135W chip which was to be priced against the 2600k? I take this price drop to mean that AMD is fubared.

 

[AtenRa]

Well ladies and gentlemen, there is your first legit benchmark. It's priced where the performance is. Between 2500K and 2600K. Wonderful. I'm sooooo excited. NOT! Now I can go buy an SB-E.

heh, hypocrisy (Greek word again )

 

[Mr Vain]

Server Maker Leaks Clock-Speeds of AMD Opteron "Bulldozer" Chips.




http://www.xbitlabs.com/news/cpu/di...ck_Speeds_of_AMD_Opteron_Bulldozer_Chips.html

 

[bridito]

It will hopefully be worth the wait, Intel being piledriven by a ten core Komodo, lol thats going to hurt.

http://www.tecnointeractivos.com/ha...or-bulldozer-outstanding-year-2012-ready.html

The ten Piledriver cores are essentially an optimized BD with two extra cores IF IF IF these expectations on BD are true then Komodo should slot in considerably below IB.

Isn't that the 135W chip which was to be priced against the 2600k? I take this price drop to mean that AMD is fubared.

IMHO: They've come up with a very competive CPU for what's on the market now. It's nice but not earthshaking. They'll sell some to the AMD faithful and to people who can play BIOS tricks with their current AM3 mobos, as well as to users who don't know s##t from shinola and will go "oooooh I can get 8 cores for the price of 4!" IF this is true then it's a total snore.

heh, hypocrisy (Greek word again )

Not at all as I stated IF it is true, and in a free market products are priced to compete with their rivals. It is irrational to expect that AMD would price in the high $200s what the competitor is charging $600 or more for. That's the case in all but the RIM Blackberry Playbook which should have been priced at 99 cents.

Μην ξεχνάτε ότι πήρε το ρωμαϊκό συμπατριώτες μου για να ισιώσει σας Έλληνες έξω από το να καταστραφεί από τους βαρβάρους!

 

[Idontcare]

It is irrational to expect that AMD would price in the high $200s what the competitor is charging $600 or more for. That's the case in all but the RIM Blackberry Playbook which should have been priced at 99 cents.

Well now you really ARE giving AMD too much credit when it comes to the "rational" department

http://www.anandtech.com/show/2553

In stark contrast to NVIDIA's $650 GPU launch earlier this week, AMD is letting us make an early introduction of the Radeon HD 4850 today. Priced at $199, the Radeon HD 4850 is as fast as, if not faster, than a GeForce 9800 GTX.

^ a lot of investors questioned why AMD offered these products at such a cut-rate relative to the competition considering that the margins on the products were not so great at the prices AMD released them at.

Μην ξεχνάτε ότι πήρε το ρωμαϊκό συμπατριώτες μου για να ισιώσει σας Έλληνες έξω από το να καταστραφεί από τους βαρβάρους!

E ci sono voluti i romani a scoprire che il socialismo non sia economicamente conveniente!

 

[AtenRa]

Not at all as I stated IF it is true, and in a free market products are priced to compete with their rivals. It is irrational to expect that AMD would price in the high $200s what the competitor is charging $600 or more for. That's the case in all but the RIM Blackberry Playbook which should have been priced at 99 cents.

Μην ξεχνάτε ότι πήρε το ρωμαϊκό συμπατριώτες μου για να ισιώσει σας Έλληνες έξω από το να καταστραφεί από τους βαρβάρους!

If FX-8150 (3.6GHz - 4.2GHz turbo) is priced at $269.00 then it directly competes with Core i7 2600K.

That means that FX-8150 will be close in single thread due to higher operating frequency and much faster in multithreaded apps.

And after that AMD will probable release FX-8170 (3.9GHz - 4.5GHz turbo) in Q4 (nice timing to compete with quad core SB-E).

It seams that 5GHz will be possible with Air cooling, perhaps even at 5.5GHz.

Edit: can you tell me where did you find that Greek sentence ??

 

[bridito]

Well now you really ARE giving AMD too much credit when it comes to the "rational" department

http://www.anandtech.com/show/2553

^ a lot of investors questioned why AMD offered these products at such a cut-rate relative to the competition considering that the margins on the products were not so great at the prices AMD released them at.

E ci sono voluti i romani a scoprire che il socialismo non sia economicamente conveniente!

Granted that AMD works in mysterious ways so I'm completely in agreement that the pricing makes no sense. But then again neither does Intel's long standing $999 price for their current top CPU which in many cases is just a 2 or 3% step up from the one they charge half that for. So there is very little common sense or rationality in any CPU pricing.

Sono completamente d'accordo! Io sono tanto dell'ala destra che sono quasi un fascista!

If FX-8150 (3.6GHz - 4.2GHz turbo) is priced at $269.00 then it directly competes with Core i7 2600K.

That means that FX-8150 will be close in single thread due to higher operating frequency and much faster in multithreaded apps.

And after that AMD will probable release FX-8170 (3.9GHz - 4.5GHz turbo) in Q4 (nice timing to compete with quad core SB-E).

It seams that 5GHz will be possible with Air cooling, perhaps even at 5.5GHz.

Edit: can you tell me where did you find that Greek sentence ??

Well, it's priced to undercut the $315 2600K

http://www.newegg.com/Product/Produc...5070&Tpk=2600K

But still... I had bought into the AMD fanboisms that BD was going to trounce Intel's best offerings into the dirt. Even if BD comes up with a tie to 2600K personally (and speaking only for me and my intent to purchase a new system soon and plunking in the "reasonably priced" top dog CPU at the time) I have ZERO interest in it. I'd just buy a 2600K today and not wait. But I want more, so again IF IF IF this is an accurate assumption I'm going with SB-E and a Silar mobo the day it comes out. I don't OC and need tons of RAM (Silar I love you and your 8 slots) so the only performance I care about is image manipulation. Games, video encoding, etc... Not a factor (in my own personal decision).

As for the sentence, I wrote it, but Google Translate is my friend.

Forever SPQR: Sono Porci Questi Romani!

 

[AtenRa]

so the only performance I care about is image manipulation. Games, video encoding, etc... Not a factor (in my own personal decision).

If your application is multithreaded then,

why dont you have a look at dual socket C32 Bulldozer platform like ASUS KCMA-D8 ?
You would be able to install a single 8 core Bulldozer and then install a second BD with double the Memory

I believe that you will be able to put a Dual Valencia C32 3.0GHz 8 core Bulldozer (~$300-350) + the motherboard ($270.00) for $900-1000 and that setup will be much faster in multithreaded apps than any single 6c12t SB-E CPU

If your apps dont scale that much with more cores then ignore it

As for the sentence, I wrote it, but Google Translate is my friend.

That explains why i couldn't understand the meaning of it