Intel tick tock good for AMD?

[Obsoleet]

The article states AMD has had increased orders since the SB issues. I thought with their breakneck pace this sort of thing would happen sooner or later. I like AMD's product lineup (all of it now with mobile Fusion), I hope they can turn everything around financially someday.
http://www.tomshardware.com/news/Sa...ow-Jones-Cougar-Point,12163.html#xtor=RSS-181

 

[Elixer]

Of course there was going to be a small bump in sales on the CPU end, and AMD's partners get the same sales bump as well, that is just soaking up extra inventory, which is a good thing at any other time, but since they got ~3-4 months left for their new products, I would think that AMD has some tough decisions now.
They aren't like Intel where they can allocate fabs on a whim, and one has to think that all fabs are cranking out the new products now--well, the ones that can crank out the new products.
You would also think that all board partners have already EOLed all their old boards so they can get ready for the new stuff coming out.

This could mean shortages, and prices are going up.

 

[tweakboy]

Yes, no new SandyBridge B3 stepping to consumers until April / March

But when the time comes take it to where you got it from and they will exchange with B3 stepping. thx

 

[bigbillybear]

Bros,

I was actually expecting Intel's stock to take a large hit but it didnt happen so who knows...

BBB

 

[wuliheron]

Every little bit helps, but Intel is still the eight hundred pound gorilla and this is merely a slight case of indigestion.

 

[LiuKangBakinPie]

Bros,

I was actually expecting Intel's stock to take a large hit but it didnt happen so who knows...

BBB

coz they were buying it back as soon as the people started to sell. Getting your own stuff back for cheap.

Tick Tock Tick Tock BOOM!

Its a tick its Moores law Its a Tock its Moores law

 

[Phynaz]

Bros,

I was actually expecting Intel's stock to take a large hit but it didnt happen so who knows...

BBB

Why would it? The problem is known, the size (financial impact) of the problem is known, and the fix is in progress.

Unknowns are what cause stock price hits.

 

[OCGuy]

I don't see how Intel's strategy is good for AMD. The fact that Intel can temporarily pull its new chip lineup, and still have the best processors on the market, is not a good sign for AMD.

 

[tweakboy]

There is hope for AMD this summer when they release 8 core enthusiast CPU and Intel comes out with the new Sandy HE at 6 core

Will the 8 core beat the 6 core is the question. thx

 

[Phynaz]

There is hope for AMD this summer when they release 8 core enthusiast CPU and Intel comes out with the new Sandy HE at 6 core

8 core for consumer?

I'll meet any wager you want to place that 8 core desktop Bulldozer will be less than 1% of the market.

People just don't realize how small the enthusiast market is.

 

[Obsoleet]

There is hope for AMD this summer when they release 8 core enthusiast CPU and Intel comes out with the new Sandy HE at 6 core

Will the 8 core beat the 6 core is the question. thx

what's with the 'thx' thing?

anyway, I don't know about "hope", I think Zacate Fusion is the best product in the netbook category on the market hands down right now. If I were building a new PC today, I wouldn't build what I have in my sig, I'd build a AMD X6 rig. Esp since they are being discounted now. I also like their GPU lineup. I think they have a lot of great product out, just because the CPUs arent the gaming benchmark champs, doesn't mean they wont work just as well. My gaming buddies are eying AMD more and more, with most saying they're going AMD next time (thats without the existence of bulldozer). I happen to agree with that sentiment and I'm a pretty hardcore gamer.. to call an AMD CPU "SLOW" would be absurd and a retarded thing to say.. they're fine CPUs.

 

[GFORCE100]

While a small bump in sales is never a bad thing it's not going to be saving grace for AMD in the long run. AMD should be focussing on increasing sales whether or not Intel makes a mistake here or there. Most people out there haven't got a clue what Sandy Bridge is let alone that there's an eSata issue with the IOH chipsets it uses. They just walk into a store or go online and order what they believe is the best for them. AMD's marketing needs to be redefined, it's their Achilles heel.

What will AMD do once 22nm is out for Intel? It's not looking rosy despite these temporary bursts in sales activity.

 

[nyker96]

8 core for consumer?

I'll meet any wager you want to place that 8 core desktop Bulldozer will be less than 1% of the market.

People just don't realize how small the enthusiast market is.

well that depends on price and performance of this monster. If it's not more than 300-400. I bet the sale won't be so obscure. It also depends on how fast it is, we'll have to see how things size up when it's actually released. Right now AMD has zero raw numbers of any kind on this thing, hard to say if it's going to sell well at this point.

But you are right most people probably don't even need more than a good dual core chip.

 

[Phynaz]

well that depends on price and performance of this monster. If it's not more than 300-400. I bet the sale won't be so obscure. It also depends on how fast it is, we'll have to see how things size up when it's actually released. Right now AMD has zero raw numbers of any kind on this thing, hard to say if it's going to sell well at this point.

But you are right most people probably don't even need more than a good dual core chip.

$300 - $400 - $500 is what most people spend on an entire PC.

 

[tweakboy]

8 core for consumer?

I'll meet any wager you want to place that 8 core desktop Bulldozer will be less than 1% of the market.

People just don't realize how small the enthusiast market is.

Your soo right. I can disagree with you.

 

[HW2050Plus]

The article states AMD has had increased orders since the SB issues. I thought with their breakneck pace this sort of thing would happen sooner or later. I like AMD's product lineup (all of it now with mobile Fusion), I hope they can turn everything around financially someday.
http://www.tomshardware.com/news/Sa...ow-Jones-Cougar-Point,12163.html#xtor=RSS-181

I do not get the point. Intel splits design improvements and die shrinks into two steps. AMD does it in one step. I do not see a difference in pace.

I do not see why what Intel does is either good or bad for AMD. I even do not see why this should be good or bad for Intel. It is just that process switches are ouf of sync with design changes for Intel company and in sync for AMD company. Both ways have advantages and disadvantages and it is hard to tell if either way is good or bad for one or the other company.

There is also a reason why this is different. Intel needs two steps to provide improvements to customers every year since Intel does not change their process. AMD on the other hand continously improves it's process and therefore does not need to desynchronize their steps. So AMDs process improvements are constinously with many small steps and a large one and Intel's improvements come not continously with just one significant step.

You can't even tell what is better. At the beginnig of a process lifetime Intel's way is in advantage and at the end AMD's way is in advantage.

The effects can be seen in the product portfolio. AMD CPUs start with lower speed bins but they can continously provide higher speed bins. Intel's speed bins are fixed on an average level for one(two) year(s) and then they are changed to higher bins.

And by no means I can see what this should have to do with the quoted article or the problem with the cougar point chipset. This problem is something that can happen. And such things happened to AMD as well.

If at all then this problem is related to that Intel does not have VIA or NVidia anymore to provide chipsets for their CPUs. So if they fail they have no fall back supplier.

 

[BD231]

Intel tick tock good for AMD?

Yes OP, Intel's insistent ass whoping is absolutely everything AMD could hope for.

 

[Obsoleet]

Yes OP, Intel's insistent ass whoping is absolutely everything AMD could hope for.

Atom is a ass whooping? The very first, low end release of Fusion, Zacate isn't on it's way to mopping the floor with what Intel has? Wait till the rest of the Fusion lineup. Intel has Dell in their pocket which is why they are slow to release AMD product, and they are one of the most popular PC manufacturers in the industry. Intel also did illegal business practices to keep AMD out of the market for years. They've recently had to pay AMD for doing this.

For gamers, both top end AMD and Intel CPUs are fine, but most people believe Crysis won't run on a Phenom. It runs, just as well as Intel's stuff.

AMD's Radeon absolutely DESTROYS and delivers a THOROUGH ass whooping to what Intel has, and Fusion is undoubtedly up and coming and will be a huge hit in the market.

Outside of Intel's SSDs, they don't really have a must-have compelling product outside of benchmark king's which arent necessary to game or use a PC. Phenoms are not slow to wake you up from your dream.

 

[BD231]

1.) Intel hardly cares about Atom
2.) Both companies are moving in the same direction when it comes to integrated
3.) Intel has been pushing people around and having to pay for it since before you knew it was even a topic
4.) 4 Intel cores can defeat 6 AMD cores in encoding apps which has absolutely nothing to do with gaming. So sorry you have no use for productive application's.
5.) Those same cores that are getting stomped right now are now castrated CPU's in the form of Fusion/mixed mobile parts
6.) Intel is not a GPU production competitor so no comparison there.
7.) Having the worlds fastest desktop CPU's have made them what they are today

And intel has no compelling products!?!?!?!?!?!? Yes OP, Intel's insistent ass whoping is absolutely everything AMD could hope for . We're in the CPU section, if you want to talk about video cards go do it in the appropriate place.

 

[Obsoleet]

Have you ever heard of APUs? You know, the big hit that AMD has on their hands while Intel's has a 24hz bug and chipset issues?

CPU/GPU are blending and Intel tried to compete with AMD directly in GPUs themselves, using Larrabee: it failed miserably, they actually canceled it because it was that bad. AMD is kicking Intel's ass all over the place in regards to that, and Fusion appears to be a Intel APU killer. At least Zacate is, and I'm sure Llano and the Bulldozer variants will be even more dominating.

You heard me, outside of extreme high end, Intel has no compelling CPU products. Phenom II's are fine, actually great CPUs. I just build a 955BE rig a few months back with a 890GX. Amazing setup for the price, I'd use it myself if I didnt have my 9450 + 5870 rig. I don't need more CPU power for gaming than a X6 or 965 allows, and I'm as hardcore (or possibly more) of a gamer as anyone else who posts here.

Sure, I run other apps, like HandBrake I would be fine with my current CPU or faster as I rip a DVD in 15 minutes or so. I'm sure AMD's 965 or X6 can do the same in Handbrake. Even if they were slower, it's not that big of a deal.

Point is, CPUs are grossly overpowered, I don't see Intel's advantages in speed as being compelling.. no. That is and will be proven with this Zacate launch. 2 pretty slow cores really for the CPU side, but a decent DX11 GPU portion in the APU.. it's a far better balance than say... a low end i-series.

7.) Having the worlds fastest desktop CPU's have made them what they are today

Wrong. This is what made them what they are today-

3.) Intel has been pushing people around and having to pay for it since before you knew it was even a topic

 

[Phynaz]

Atom is a ass whooping?

Intel has sold millions of Atom CPUs and SOCs. How many CPUs has AMD sold into the market that Atom competes in?

Yes, Atom is an ass whooping.

 

[Obsoleet]

Intel has sold millions of Atom CPUs and SOCs. How many CPUs has AMD sold into the market that Atom competes in?

Yes, Atom is an ass whooping.

It is? I'm laughing at this because ARM is the success here. I'm shocked they sold ANY Atom chips, they are total junk being virtually P3 dieshrinks. I feel sorry for anyone who owns an Atom that doesn't have an Ion or the Broadcom chip with it (there's your millions, all the ones without those).

 

[Meph3961]

It is? I'm laughing at this because ARM is the success here. I'm shocked they sold ANY Atom chips, they are total junk being virtually P3 dieshrinks. I feel sorry for anyone who owns an Atom that doesn't have an Ion or the Broadcom chip with it (there's your millions, all the ones without those).

Atom's are not a die shrink of a P3. The P3 was an out of order microarchitecture, the atom is not.

And for the record, Intel is destroying AMD in the gpu market. They have over 50% percent of the market. You say we don't need top end cpu's, which may be true, but most people don't need great gpu's either.

 

[Obsoleet]

Atom's are not a die shrink of a P3. The P3 was an out of order microarchitecture, the atom is not.

And for the record, Intel is destroying AMD in the gpu market. They have over 50% percent of the market. You say we don't need top end cpu's, which may be true, but most people don't need great gpu's either.

Intel IGP or APUs are not -quite- the same as what AMD has with Fusion, AMD IGPs or their standalone Radeons. The market share numbers are true, but they are cheap products, they don't really profit off those, in fact they are usually bundled at a discount. They simply keep a competitor out of the sale (NV or AMD).

Times are changing though. AMD has finally started to release product that Intel won't be able to match with Fusion, and ARM is unstoppable. The statement remains true that CPUs today are grossly overpowered, and AMD is far better positioned for the future barring more illegal actions by Intel. As an aside, I sincerely hope AMD embraces ARM as well.

 

[Krynj]

Until I can complete a full HD 3D render with 8x AA, 4 light bounces, and light & shadow sample counts cranked way up in a matter of seconds -- I won't consider any CPU grossly overpowered.