This would be bad for AMD, good for Socket Aers...

Kevin · 02-11-2003, 03:38 PM

I have a lot of stock in AMD as a company, and i've watched that stock go to shit. As far as I'm concerned, it's just lost money. I could care less if AMD gets back on its feet at this point.

I just want myself to be happy... so this is what I want. I want hammer to go through some more problems. Yup... more. I want them to delay it even further, forcing them to make a new stepping of barton and plummet its price. I win. I get to keep my socket A board, my expensive DDRI memory, my whole configuration... I get a cheap barton on a new stepping (higher clock capability) on my already stable 200+ mhz FSB motherboard. AMD loses as hammer is delayed and they wallow further in shame... but I don't care about them really. I just want to make me happy, and that would make me damn happy.
-Kevin

Blackeagle · 02-11-2003, 04:14 PM

I only have 100 shares, and ya the pice is sh!t compared to when I bought in.

But foolish to wish to see the company fineshed off. Then Intell sets any price they want for the forseeable future, and the moment AMD goes down that will be the end of any new up grade parts for socket A.

Have care what you wish for. For if Hammer is delayed any longer, there won't be a second steping of Barton as there won't be any AMD.

airspirit · 02-11-2003, 04:15 PM

It would make me damn happy if I could run a dually hammer rig with PCI-X, SSE2, Hypertransport everything, and a bobblehead doll of a NVidiot to smack around occassionally. Why settle on a bean burrito at taco bell when you could get a burrito supreme and some goddam mexi fries for an extra $0.75?

Fsck Barton and its negligable performance boost. I'd rather buy a new PC than spend the same amount of money on a single Barton CPU, and it would probably run almost as fast in the end as the machine I upgraded with the Barton. The reason they lowered the speeds on them out of the gate was so that in a couple of months they could just clock them a little higher and demand more for the same chip. AMD screwed the pooch on this one.

(Note playful tone -- this is not a flame).

EDIT: What the guy above me said. Yeah, hehe.

Kevin · 02-11-2003, 07:46 PM

Quote:

Originally posted by Blackeagle
But foolish to wish to see the company fineshed off. Then Intell sets any price they want for the forseeable future, and the moment AMD goes down that will be the end of any new up grade parts for socket A.

True. But like I said, I'm kinda over AMD. While Intel would raise prices, it would only be a matter of time before another company stepped in with a competitor. Whether it would be as good as AMD's was when the Athlon hit, that's to be seen. But stereotypically, there has never been a market where there is only one survivor (except for operating systems, and that's debatable). Like I said, I'm not wishing harm on AMD. I'm just wishing that I could keep all my components, and have AMD try and throw out a new Barton in desperation. I'll buy it and not have to go through any hassle but upgrade my CPU. Likely it will o/c well if it's a new stepping. It'll be cheap by then if it is truly an act of desparation. So I suppose that AMD's ultimate failure as a company is a biproduct of my wish, but it is not directly my wish

.

Quote:

Originally posted by airspirit
It would make me damn happy if I could run a dually hammer rig with PCI-X, SSE2, Hypertransport everything, and a bobblehead doll of a NVidiot to smack around occassionally. Why settle on a bean burrito at taco bell when you could get a burrito supreme and some goddam mexi fries for an extra $0.75?

Ah but see now you're talking about a whole new motherboard... new CPUs... with all that, probably new memory too... Too complicated for a busy college student. I'm damned happy with my 2 ghz TbredB right now. I'd love it if AMD had problems with hammer in a a few months so they threw out another barton stepping at a low price to try and stay afloat. I'd snatch up a low speed one and get it to high speeds after a 20 minute CPU change job and $75 less. Your proposition doesn't exactly fit my budget...

Quote:

Originally posted by airspirit
Fsck Barton and its negligable performance boost.

Eh I somewhat agree with that. However, if you could have a $XX TbredB or an $XX Barton, you'd probably still grab the barton. My situation assumes that by then the low speed bartons based on the new steppings would be that cheap...

So to clarify myself here, I don't want to sound like a moron... Hehe and I know your response was not a flame. Just good argument. All I'm saying is that I have a low budget. I also don't feel like taking too much time out of my life to install new drivers, deal with a buggy motherboard, or just do the actual hard labor of replacing my system base. If AMD were to stumble in hammer production and be forced to release another barton stepping, a low speed, new stepping chip sure would be a nice, overclockable guy to stick in my Socket A right now... Granted, AMD would probably be fu<ked as a company, but at least I'd be happy in the short term ...

joemac · 02-11-2003, 08:36 PM

Yeah right ! what then Buy a Cyrix chip? One thing makes Intel and that is advertising. Intel is flexing it's muscle right now trying to kill AMD and why not this seems to be the best time. Then they would no longer need to worry about them (AMD) and really put out crap like they were in the past. Killing AMD may not be good for intel anyway as it may make the DOJ have a second look at the company.

Kevin · 02-11-2003, 10:25 PM

Quote:

Originally posted by joemac
Yeah right ! what then Buy a Cyrix chip?

Cyrix doesn't exist anymore. They were bought by Via a while back. Stay in the loop.

For the millionth time, I wasn't talking about "best for the industry in the future." I was talking about "best for me in the now"

As far as a competitor to intel, it's actually fun to think about it logically. If AMD were to die, someone would buy it up. Would it be Intel? It could be. It could also be Via. It could also be IBM. Motorola? Texas Instruments? There are a multitude of companies that could snatch up AMD's technology/workforce and apply it to their own. Surely for a while there would be no competitor to intel but after a while, someone would try their hand at it. It could be any of the companies I just listed or one I didn't mention. It's fun ton think about, and my comments about AMD delaying hammer and producing a new stepping of Barton are hypothetical... but who knows? Maybe realistic?

-Kev

joemac · 02-11-2003, 11:15 PM

Quote:

Originally posted by Kevin.

Cyrix doesn't exist anymore. They were bought by Via a while back. Stay in the loop.

I know they were

I do not think it would be fun to have only intel. It seems many have Forgotten the new $800 cpu that is only 50 mhz faster than the previous generation. No it would not be fun or "best for me in the now".

Blackeagle · 02-12-2003, 01:25 AM

Joemac,

I remember it and well.

And note how Intell has slowed release of new CPU's in thelast 6-8 months. They are all ready starting the SOS. If AMD fails we will be back to 1-2 new chips per year, at prices fixed by Intell due to no competition.

And don't think they would have a new competitor any time soon.

With Intells market position no other company is going to step in.

Blackeagle · 02-12-2003, 01:41 AM

Kevin,

Just what do you think will happen to Bartons price when the Hammer is released? If it's ever released.

I'm afraid AMD is going to go under. They shot themselves in the head not the foot this time. There are many who have waited through many past delays only to now be told, "Wait, we'll release it in Sept." But many are no longer going to wait, they will up grade, and the upgrade will be a P4.

I've waited to build with a top speed Barton, after the Hammer made them a reasonable or cheap chip. Don't know now if I'll wait that much longer.

gmat · 02-12-2003, 03:41 AM

(rant mode)
How many times will i have to repeat that:
" AMD is going to go under"
"If AMD fails"
"If AMD were to die"
"Intel [...] trying to kill AMD"
"the moment AMD goes down"
and so on
This is total BS. AMD does *not* live off the CPU market, or they would be long time dead. Neither does Intel BTW.
They are chip manufacturers, and have huge respective markets (AMD = flash memory, Intel = network chips, mainly, but they are very diversified).
The CPU market is the 'flagship product' market, a show-off, good-for-marketing market, and it fosters innovation and better engineering techniques.
A good comparison is Formula 1 (or Indy or Nascar for you Americans). If Honda or Ferrari were to lose a season, would they go under ? Let's be serious.
They're in that race knowingly, and they know the risks involved. One cannot win every time. This time AMD lost. And so what.
AMD existed long before they started to make x86 clones. Intel is living off a very lucrative network and communications product market. How do you think they lived when their flagship was the crappy p4 @ 1.4 or 1.5, when the half priced tbird was kicking its ass all around ?
As for the stock market they were hit just like every other technology company. Nothing to worry about really.
The barton is a miss. The FX is a flop. Will NVidia and AMD go under ? That would be assuming their respective CEO's and managers are total morons. I assume not. One never puts all his eggs in the same basket. Especially on a harsh, dangerous, fast-paced, competitive market (or race).
(/rant mode)

yeah i've got a headache, a flood of work (overnight, even) so don't tickle me

02-11-2003, 03:38 PM	#1
Kevin Slacking more than your weird uncle Join Date: Nov 2000 Location: San Diego, CA (UCSD) / Los Angeles, CA (home) Posts: 1,605	This would be bad for AMD, good for Socket Aers... I have a lot of stock in AMD as a company, and i've watched that stock go to shit. As far as I'm concerned, it's just lost money. I could care less if AMD gets back on its feet at this point. I just want myself to be happy... so this is what I want. I want hammer to go through some more problems. Yup... more. I want them to delay it even further, forcing them to make a new stepping of barton and plummet its price. I win. I get to keep my socket A board, my expensive DDRI memory, my whole configuration... I get a cheap barton on a new stepping (higher clock capability) on my already stable 200+ mhz FSB motherboard. AMD loses as hammer is delayed and they wallow further in shame... but I don't care about them really. I just want to make me happy, and that would make me damn happy. -Kevin __________________ I used to throw hot coffee all over the ass of the horse there, then whip him while he was kickin' at me. Those f***in things are crazy.

02-11-2003, 04:15 PM	#3
airspirit Been /.'d... have you? Join Date: Jul 2002 Location: Moscow, ID Posts: 1,986	It would make me damn happy if I could run a dually hammer rig with PCI-X, SSE2, Hypertransport everything, and a bobblehead doll of a NVidiot to smack around occassionally. Why settle on a bean burrito at taco bell when you could get a burrito supreme and some goddam mexi fries for an extra $0.75? Fsck Barton and its negligable performance boost. I'd rather buy a new PC than spend the same amount of money on a single Barton CPU, and it would probably run almost as fast in the end as the machine I upgraded with the Barton. The reason they lowered the speeds on them out of the gate was so that in a couple of months they could just clock them a little higher and demand more for the same chip. AMD screwed the pooch on this one. (Note playful tone -- this is not a flame). EDIT: What the guy above me said. Yeah, hehe. __________________ #!/bin/sh {who;} {last;} {pause;} {grep;} {touch;} {unzip;} mount /dev/girl -t {wet;} {fsck;} {fsck;} {fsck;} {fsck;} echo yes yes yes {yes;} umount {/dev/girl;zip;} rm -rf {wet.spot;} {sleep;} finger: permission denied

02-11-2003, 04:14 PM	#2
Blackeagle Thermophile Join Date: Oct 2002 Location: U.S.A = Michigan Posts: 1,243	I only have 100 shares, and ya the pice is sh!t compared to when I bought in. But foolish to wish to see the company fineshed off. Then Intell sets any price they want for the forseeable future, and the moment AMD goes down that will be the end of any new up grade parts for socket A. Have care what you wish for. For if Hammer is delayed any longer, there won't be a second steping of Barton as there won't be any AMD.

02-11-2003, 08:36 PM	#5
joemac Cooling Savant Join Date: Dec 2002 Location: Dallas Posts: 339	Yeah right ! what then Buy a Cyrix chip? One thing makes Intel and that is advertising. Intel is flexing it's muscle right now trying to kill AMD and why not this seems to be the best time. Then they would no longer need to worry about them (AMD) and really put out crap like they were in the past. Killing AMD may not be good for intel anyway as it may make the DOJ have a second look at the company.

02-12-2003, 01:25 AM	#8
Blackeagle Thermophile Join Date: Oct 2002 Location: U.S.A = Michigan Posts: 1,243	Joemac, I remember it and well. And note how Intell has slowed release of new CPU's in thelast 6-8 months. They are all ready starting the SOS. If AMD fails we will be back to 1-2 new chips per year, at prices fixed by Intell due to no competition. And don't think they would have a new competitor any time soon. With Intells market position no other company is going to step in.

02-12-2003, 01:41 AM	#9
Blackeagle Thermophile Join Date: Oct 2002 Location: U.S.A = Michigan Posts: 1,243	Kevin, Just what do you think will happen to Bartons price when the Hammer is released? If it's ever released. I'm afraid AMD is going to go under. They shot themselves in the head not the foot this time. There are many who have waited through many past delays only to now be told, "Wait, we'll release it in Sept." But many are no longer going to wait, they will up grade, and the upgrade will be a P4. I've waited to build with a top speed Barton, after the Hammer made them a reasonable or cheap chip. Don't know now if I'll wait that much longer.

02-12-2003, 03:41 AM	#10
gmat Thermophile Join Date: Mar 2001 Location: France Posts: 1,221	(rant mode) How many times will i have to repeat that: " AMD is going to go under" "If AMD fails" "If AMD were to die" "Intel [...] trying to kill AMD" "the moment AMD goes down" and so on This is total BS. AMD does not live off the CPU market, or they would be long time dead. Neither does Intel BTW. They are chip manufacturers, and have huge respective markets (AMD = flash memory, Intel = network chips, mainly, but they are very diversified). The CPU market is the 'flagship product' market, a show-off, good-for-marketing market, and it fosters innovation and better engineering techniques. A good comparison is Formula 1 (or Indy or Nascar for you Americans). If Honda or Ferrari were to lose a season, would they go under ? Let's be serious. They're in that race knowingly, and they know the risks involved. One cannot win every time. This time AMD lost. And so what. AMD existed long before they started to make x86 clones. Intel is living off a very lucrative network and communications product market. How do you think they lived when their flagship was the crappy p4 @ 1.4 or 1.5, when the half priced tbird was kicking its ass all around ? As for the stock market they were hit just like every other technology company. Nothing to worry about really. The barton is a miss. The FX is a flop. Will NVidia and AMD go under ? That would be assuming their respective CEO's and managers are total morons. I assume not. One never puts all his eggs in the same basket. Especially on a harsh, dangerous, fast-paced, competitive market (or race). (/rant mode) yeah i've got a headache, a flood of work (overnight, even) so don't tickle me

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