Is the End for the AMD Really NEAR??

[human2k]

As Bdog stated:

" Well, with Intel's new 133mhz fsb part's, it dosent look like the Athlon has a fighting chance against the P4, not even with a new .13u die. The Athlon has changed so much since it's Soket-A intro., and from what I can tell, AMD has tweaked the life out of the Athlon with it's XP core, just like Intel did with the P3. Is their still life left in the Athlon?, if so how much longer do you think it will last?. What will AMD replace the Athlon core with?. "


Not to mention the new Northwoods can overclock like crazy, even I am considering about converting just because of this. Also if you check the retail (i.e.bestbuy/circuitcity,compusa) stores all you see is flocks of Intel systems, WHERE HAS AMD GONE?

 

[John]

Couldn't you have posted your input here instead???

 

[human2k]

nah

 

[SaigonK]

Honestly i looked ath the benchmarks at Toms Hardware...i wasnt that impressed...frankly it isnt that much of a leap in performance.

AMD will do just fine, the cost for perofrmance is still way to high for an INtel chip...they overcharge..simple enough.
I run a PIII866 it does every game out there just fine and runs every app I have ever installed without a hitch and plenty fast, I think people are too caught up in the "gotta go faster" hysteria.
NO one is using that much power to play games..lets face it..no one uses that much power to do much of anything on an everyday PC.

 

[AGodspeed]

1.6A Northwood sales (bought by overclockers) will affect AMD's revenues by about .000000001%. Do you really think Intel or AMD make a lot of money off of overclockers?

Btw, CompUSA et al have been selling Intel-only (or mostly) systems for quite a while now. AMD has adjusted for this fact. AMD has to spearhead a successful advertising campaign for CompUSA et al to start carrying AMD based systems (Intel can't give every single comp store a big price break to sell Intel-only systems you know). But until AMD starts making significant inroads into the server market, that won't happen. The earliest I see any type of significant adoption of AMD based processor systems in stores like CompUSA is 2003/2004. That's being relatively realistic, and not optimistic at all.

yeah but still, THE NORTHWOODS OVERCLOCK LIKE CRAZY. 1.6A Doing 3GHZ with LN2 cooling, YIKES.

Your statement "Is AMD's End Really NEAR?" is just plain inaccurate.

And like I said, overclockers are not significant to either AMD's or Intel's present or future success. The low/mid-range server market and Unix markets have and likely always will be the big cash cows for AMD and Intel.

 

[human2k]

yeah but still, THE NORTHWOODS OVERCLOCK LIKE CRAZY. 1.6A Doing 3GHZ with LN2 cooling, YIKES.

 

[MistaTastyCakes]

Errr, the Athlon isn't dead yet. The T-bred and Barton are still on the way, and if I remember correctly, they're basically an Athlon with some added features and a smaller die size. I don't see how AMD is going to "die" because Northwoods overclock well and Intel dominates the prebuilt market as they've done.. well, for the last decade.

If you're going to rate a company by what it sells at CompUSA and how far it runs out of spec, then go for it...even though most people are gonna think you're nutty, hehe. Don't forget that other eastern hemisphere over there. AMD has a pretty good amount of the market on that side of the world. EA and Nasa don't seem to care that they can get 2.4 out of a 1.6, either.

 

[CocaCola5]

I think AMD must to revert to lower prices on its upcoming processor because the P4 is strong and will RULE in the near term. Intel's Celeron Tualatin has its bases covered down low also with the Duron.

 

[human2k]

What about CHIPSETS????

 

[AGodspeed]

<< What about CHIPSETS???? >>

What about them?

 

[MistaTastyCakes]

AMD is making a chipset to support their Hammer architecture, I believe. For the newer flavors of the Athlon I doubt they will, though, since chances are the T-bred's gonna be on a 133mhz bus. Going the 333mhz route wouldn't be smart for AMD with the prices of RAM now and the availability of *real*, decent PC2700. That and I think they'd tick off quite a few customers who have recently picked up a KT266A board who don't wanna have to unlock their processors to get em to 166FSB to run em.. nah. Doing that would most likely drive people to a less expensive Northwood route, since by the time T-bred's are out, Northwood prices'll be down more and the technology will be more mature.

AMD makes very nice, stable mobo chipsets.. they'd be even nicer if they did the southbridge too instead of relying on third parties to do them. (Speaking of the lackluster Via 686B amd it's problems here.) I don't see what you're getting at...

 

[AndyHui]

You still need an AGP controller somewhere, which the Hammer does not provide.

 

[Sid03]

first off... amd isn't going anywhere.

second off... since they don't have much in the way of businesses and oems, the enthusiast crowd is a huge demographic for amd. so yes, the northwood is hurting them.

third... why is everyone talking about a 166fsb? ddr333 isn't going to be hitting the shelves any time soon. chipsets aren't really available (sure, via will be releasing theirs soon... but i hear it's not going so well.)

fourth... amd isn't going anywhere, unless they can't execute well and get their asp up.

 

[AGodspeed]

<< second off... since they don't have much in the way of businesses and oems, the enthusiast crowd is a huge demographic for amd. so yes, the northwood is hurting them. >>

Put simply, you're completely off. AMD's biggest OEM support comes from Compaq, which is second only to Dell in PC OEM sales (CPQ sells a good amount of AMD based desktops and laptops). HP also strongly supports AMD, with desktops and laptops based on their processors. There's also loads of support from other smaller OEMs, like XiComputer, MicronPC, Monarch Computers, etc etc.

Outside the U.S., Sony, Fujitsu, and NEC among many other OEMs sell AMD based desktops and notebooks (I don't know if NEC has an AMD based notebook though).

But anyway...I'd like to see any sort of evidence that proves that AMD's revenue consists of significant enthusiast sales. Btw, the enthusiast market does not equal the education market, small business market, and definitely not the server/workstation markets, just so we're clear.

 

[MadRat]

<<You still need an AGP controller somewhere, which the Hammer does not provide.>>

AMD-8151? HyperTransport? AGP3.0 Graphics Tunnel

• 16-bit HyperTransport interface (Side A) offering a maximum bandwidth of up to 6.4GB/s
• 8-bit HyperTransport interface (Side B) offering a maximum bandwidth of up to 1.6GB/s
• Compliant with AGP 3.0 specification signaling, supporting 4X and 8X transfer modes
• Compliant with AGP 2.0 specification signaling, supporting 1X, 2X, and 4X transfer modes
• 564-pin OBGA package

 

[Sid03]

so what that compaq is number two? i'll bet that well over 80% of compaq's sales are not amd.

amd gets a significant chunk of their revenue from small pc shops and diy'ers.

true that amd has a stronger following overseas, though.

 

[microAmp]

<< NO one is using that much power to play games..lets face it..no one uses that much power to do much of anything on an everyday PC. >>



I'm sure people thought that several years ago before Quake 3 came out, UT, RTCW, and WWII Online all came out. Games will get more and more requirements, MOH needs a 450 MHz to run (on the box) and RTCW needs 400 Mhz, though that is very low to what we all have, before those two I mostly saw only 200 MHz around. CPU's have greatly out grown the game right now, but they'll catch up and at one point we'll need a min. of 1 GHz with GeForce 5 Ti 900 just to barely play them.

 

[AGodspeed]

<< <<You still need an AGP controller somewhere, which the Hammer does not provide.>>

AMD-8151? HyperTransport? AGP3.0 Graphics Tunnel

• 16-bit HyperTransport interface (Side A) offering a maximum bandwidth of up to 6.4GB/s
• 8-bit HyperTransport interface (Side B) offering a maximum bandwidth of up to 1.6GB/s
• Compliant with AGP 3.0 specification signaling, supporting 4X and 8X transfer modes
• Compliant with AGP 2.0 specification signaling, supporting 1X, 2X, and 4X transfer modes
• 564-pin OBGA package

>>

I'm quite sure Andy was refering to the fact that Hammer won't have the AGP function intergrated into the Hammer die itself, despite the fact that Hammer integrates most of a common NorthBridge's functions on its die.

 

[majewski9]

hey AMD is gaining market share every quarter. Athlon can move to 166mhz fsb and 512k cache as well. Reportedly they are unsure about the moving to 166mhz, but 512k cache is probably going to happen. 2.2ghz P4 northwood didnt dominate the Athlon 2000+! So .13 micron cpu can overclock better than an .18 micron! It should!

Amd needs to beef up the Athlon, but the Athlon is reaching the end of its days. Hammer is coming and it is going to kick so p4 butt.

 

[PlatinumGold]

amd may lose relevance to the OC'er and High end gamer, but the public moves much more slowly.

sure intel is starting to make a big push amongst the enthusiasts due to the northwoods, but the average person isn't affected by that.

amd sales will continue to gradually increase as acceptance by mainstream increases. the lack of interest in amd by enthusiasts will be like a hiccup, shortlived. once the hammer comes out, i'm gonna get one and so will many of us.

 

[christoph83]

hey AMD is gaining market share every quarter. Athlon can move to 166mhz fsb and 512k cache as well. Reportedly they are unsure about the moving to 166mhz, but 512k cache is probably going to happen. 2.2ghz P4 northwood didnt dominate the Athlon 2000+! So .13 micron cpu can overclock better than an .18 micron! It should!

Amd lost marketshare last quarter .link And provide a link,as of now 512k cache aint happening.

As a result, Intel claimed 80.6 percent of the PC market during the quarter, jumping two points from its third-quarter, 78.6 percent share. AMD, on the other hand, slid two points from 20.5 percent in the third quarter to 18.5 percent in the fourth quarter, according to Mercury.

 

[Hender]

OK, AMD definately isn't going anywhere. The Athlon XP is performance king for the time being in most areas--and I mean stock CPUs, nothing overclocked. It's cheaper, too. The Pentium 4 that Tom tested isn't coming out until the FALL AT THE EARLIEST, and he said that quite clearly. If AMD released Hammer benchmarks right now, people would say the same about Intel because it would beat the pants of anything Intel has out right now. Frankly, though, neither this new Petium 4 nor the Hammer are ready for Primetime. Clocking tomorrow's (or actually, next fall's) CPUs against today's is downright silly. Benchmark AMD's current offering when that CPU is released, and if you see the same performance gap, then I'd be willing to say that AMD--while not DYING--is certainly behind the curve. Only then, however.

 

[BD231]

human2k

Dont twist my words bro, I was refering to the Athlon alone, not AMD in general. AMD dident come this far just to give up and sit happy at secound place, I'm sure AMD will pop up with a p4 killer in the future, I was just trying to find out what peoples thought's were on when AMD will launch such a CPU. The new P4 is the fastest thing out, so obviously people are going to flock to it with saliva dripping down their face, even I was tempted to try one out. But frankly I'm a little tierd of jumping on every new and best thing, due to the fact that it becomes obsolete within a month of purchase, and its just plain expensive!.

 

[AGodspeed]

<< hey AMD is gaining market share every quarter. Athlon can move to 166mhz fsb and 512k cache as well. Reportedly they are unsure about the moving to 166mhz, but 512k cache is probably going to happen. 2.2ghz P4 northwood didnt dominate the Athlon 2000+! So .13 micron cpu can overclock better than an .18 micron! It should!

Amd lost marketshare last quarter .link And provide a link,as of now 512k cache aint happening.

As a result, Intel claimed 80.6 percent of the PC market during the quarter, jumping two points from its third-quarter, 78.6 percent share. AMD, on the other hand, slid two points from 20.5 percent in the third quarter to 18.5 percent in the fourth quarter, according to Mercury. >>

Cmon chris, those figures include XBox sales, which obviously don't count when one talks about AMD's or Intel's market share. Everyone knows that we're referring to the PC market, not game consoles or anything else. Does anyone count XBox sales for nVidia's market share figures? No. Well, at least I don't. I always talk in terms of PC sales implicitly when saying "market share." Here's what the real stats should look like:

For the year, Intel finished 2001 with 78.7 percent of the market, down from 82.2 percent during 2000, ceding 3.5 points of share to AMD, which grew its share from 16.7 percent in 2000 to 20.2 percent in 2001, Mercury said.

In your statement, you forgot to add the statement that:

Intel's share is about a half a point higher if the chips sold to Microsoft for the Xbox are included...

 

[christoph83]

Again godspeed subtract a half a point from intels number then. They still gained 1.5 points this quarter. I didnt say anything about the whole year. I was just showing majewski that AMD did infact lose market share last quarter although they did do good overall. I think its strange though that they would lose share in the strongest quarter for chipmakers.

edit: yeah those numbers are confusing, seems intel had 80% of the possible market share without xbox included in the 4th quarter up from 78.6% in the 3rd quarter. Overall marketshare for the year was 78.7 % for intel and 20.2% for amd. Even with these numbers AMD did lose a small portion of market share last quarter.