Will Intel catch up to AMD this year?

C

Cal Vanize

They claim they will surpass AMD with new cpu's this year - more
powerful CPU's with less power consumption. Do you think this is true
or will AMD continue to stay ahead? Is Dell still using only Intel
CPU's?

Bottom line is that Intel investors are starting to get teh picture.
Intel isn't at the top of the heap anymore and its stock prices are
starting to drop. The Intel board of Directors won't stand for this
since it hits them right where it hurts - their bank accounts.

So look for major changes at Intel including possible corporate
restructuring, new management from the top down, new architects and
engineers, heavy investments in R&D and new strategic alliances. Look
for more investments in third world manufacturing and R&D, especially
India and Malaysia.

Intel will make a surge, but it will not likely come back in 2006. This
kind of turnaround for this bloated beast will take a little longer.
They needs to look farther out and shoot for 3Q or 4Q 2007 for a major
leap in technology.

BTW, this isn't just my opinion, go to the stock analysts sites and read
for yourself.
 
N

NoNoBadDog!

Cal Vanize said:
Bottom line is that Intel investors are starting to get teh picture. Intel
isn't at the top of the heap anymore and its stock prices are starting to
drop. The Intel board of Directors won't stand for this since it hits
them right where it hurts - their bank accounts.

So look for major changes at Intel including possible corporate
restructuring, new management from the top down, new architects and
engineers, heavy investments in R&D and new strategic alliances. Look for
more investments in third world manufacturing and R&D, especially India
and Malaysia.

Intel will make a surge, but it will not likely come back in 2006. This
kind of turnaround for this bloated beast will take a little longer. They
needs to look farther out and shoot for 3Q or 4Q 2007 for a major leap in
technology.

BTW, this isn't just my opinion, go to the stock analysts sites and read
for yourself.

Let's see...

3 straight quarters of not meeting profit predictions...
3 straight quarters of market share loss to AMD
3 straight quarters of public stock value decline


Intel needed to do something to try to stop the blood loss...and the
publicity stunt it pulled at IDF was that something. Too bad so many were
taken in by it.

If Intel really had a chip that would outperform AMD by 20%, do you think
they would hold off production til the end of the year?

Bobby
 
C

Cal Vanize

NoNoBadDog! said:
Let's see...

3 straight quarters of not meeting profit predictions...
3 straight quarters of market share loss to AMD
3 straight quarters of public stock value decline


Intel needed to do something to try to stop the blood loss...and the
publicity stunt it pulled at IDF was that something. Too bad so many were
taken in by it.

If Intel really had a chip that would outperform AMD by 20%, do you think
they would hold off production til the end of the year?

Bobby


Its not a matter of holding off production, its a matter of developing
new product that will be competitive. It'll take fresh R&D and
engineering to move them out of their current state.
 
N

NoNoBadDog!

Cal Vanize said:
Its not a matter of holding off production, its a matter of developing new
product that will be competitive. It'll take fresh R&D and engineering to
move them out of their current state.
The proof will be in the pudding. Given Intel's proclivity for cutting
corners and taking the easy route, I hold no hope that the Conroe Pre-prod
that was shown at IDF will ever see the light of day. Intel has been
capable of making some great chips, and in the end has *always* opted for
profit instead. We'll see what happens when their "next big thing" hits the
street. Anything will be better than these constant rounds of rebranding
the same old things and then treating them as something new.

Bobby
 
C

Cal Vanize

NoNoBadDog! said:
The proof will be in the pudding. Given Intel's proclivity for cutting
corners and taking the easy route, I hold no hope that the Conroe Pre-prod
that was shown at IDF will ever see the light of day. Intel has been
capable of making some great chips, and in the end has *always* opted for
profit instead. We'll see what happens when their "next big thing" hits the
street. Anything will be better than these constant rounds of rebranding
the same old things and then treating them as something new.

Bobby

From our perspective, you're right. But from the perspective of the
Intel board of Directors and stockholders, its a different picture.
Profits are what will drive the organization. The issue is that short
term gains have to be weighed against long-term stability. So far,
Intel has taken advantage of the profit side.

But after recent performance numbers from Intel, they will need to make
that change and suck up the short term financial impact on R&D and
manufacturing improvements. They will need to show the industry that
they can offer cutting edge products.

If they have trouble, then the board will make deeper changes or choose
to take a secondary role in the industry.

BTW.... Average guy Joe Bowling doesn't know about alternatives, just
that he can get a new 'puter for the kids from HP, Gateway or Dull and
not worry about what's inside. The agreements with those vendors are
what's probably keeping Intel going more than anything.
 
C

Cal Vanize

They claim they will surpass AMD with new cpu's this year - more
powerful CPU's with less power consumption. Do you think this is true
or will AMD continue to stay ahead? Is Dell still using only Intel
CPU's?

As an update, Tom's just reviewed the latest Intel effort. Though
improved and bettering the best stock AMDs in a few performance
categories, its still not faster overall.

the link:

http://www20.tomshardware.com/2006/03/22/pentium_extreme_edition_965/
 
B

billy boy

As an update, Tom's just reviewed the latest Intel effort. Though
improved and bettering the best stock AMDs in a few performance
categories, its still not faster overall.

the link:

http://www20.tomshardware.com/2006/03/22/pentium_extreme_edition_965/


That's funny I didn't see any mention of this in Tom's
review.

What up with that ?

This just an urban myth or is Microsoft and Intel just
getting the look the other way treatment ?


Intel quietly adds DRM to new chips
Friday 27 May 2005 - 11:02


http://www.digitmag.co.uk/news/index.cfm?NewsID=4915


Microsoft and the entertainment industry's holy grail of
controlling copyright through the motherboard has moved a
step closer with Intel Corp. now embedding digital rights
management within in its latest dual-core processor Pentium
D and accompanying 945 chipset.



Officially launched worldwide on the May 26, the new
offerings come DRM-enabled and will, at least in theory,
allow copyright holders to prevent unauthorized copying and
distribution of copyrighted materials from the motherboard
rather than through the operating system as is currently the
case.

While Intel steered clear of mentioning the new DRM
technology at its Australian launch of the new products,
Intel's Australian technical manager Graham Tucker publicly
confirmed Microsoft-flavored DRM technology will be a
feature of Pentium D and 945.

"[The] 945g [chipset] supports DRM, it helps implement
Microsoft's DRM ... but it supports DRM looking forward,"
Tucker said, adding the DRM technology would not be able to
be applied retrospectively to media or files that did not
interoperate with the new technology.

However, Tucker ducked questions regarding technical details
of how embedded DRM would work saying it was not in the
interests of his company to spell out how the technology in
the interests of security.

The situation presents an interesting dilemma for IT
security managers as they may now be beholden to
hardware-embedded security over which they have little say,
information or control.

Conversely, Intel is heavily promoting what it calls "active
management technology" (AMT) in the new chips as a major
plus for system administrators and enterprise IT. Understood
to be a sub-operating system residing in the chip's
firmware, AMT will allow administrators to both monitor or
control individual machines independent of an operating
system.

Additionally, AMT also features what Intel calls "IDE
redirection" which will allow administrators to remotely
enable, disable or format or configure individual drives and
reload operating systems and software from remote locations,
again independent of operating systems. Both AMT and IDE
control are enabled by a new network interface controller.

"We all know our [operating system] friends don't crash that
often, but it does happen," Tucker said.

Intel's reticence to speak publicly about what lies under
the hood of its latest firmware technology has also prompted
calls to come clean from IT security experts, including
Queensland University of Technology's assistant dean for
strategy and innovation, IT faculty, Bill Caelli.

"It's a dual use technology. It's got uses and misuses.
Intel has to answer what guarantees it is prepared to give
that home users are safe from hackers. Not maybes,
guarantees".

Caelli said it was "critical Intel comes clean" about how
the current DRM technology is embedded into the new CPU and
chipset offering.

Microsoft was unavailable for comment at press time.
 
K

know code

billy said:
Intel quietly adds DRM to new chips
Friday 27 May 2005 - 11:02

http://www.digitmag.co.uk/news/index.cfm?NewsID=4915

Microsoft and the entertainment industry's holy grail of
controlling copyright through the motherboard has moved a
step closer with Intel Corp. now embedding digital rights
management within in its latest dual-core processor Pentium
D and accompanying 945 chipset.

Just one more reason to stick with AMD!
Additionally, AMT also features what Intel calls "IDE
redirection" which will allow administrators to remotely
enable, disable or format or configure individual drives and
reload operating systems and software from remote locations,
again independent of operating systems. Both AMT and IDE
control are enabled by a new network interface controller.

Is it just me that this scares the Hell out of? I can just see a new
type of virus or worm taking advantage of this and causing havoc with
thousands of computers around the world!
Intel's reticence to speak publicly about what lies under
the hood of its latest firmware technology has also prompted
calls to come clean from IT security experts, including
Queensland University of Technology's assistant dean for
strategy and innovation, IT faculty, Bill Caelli.

Does this remind anyone of the P-III serial number saga that Intel had
to back down on?
"It's a dual use technology. It's got uses and misuses.
Intel has to answer what guarantees it is prepared to give
that home users are safe from hackers. Not maybes,
guarantees".

Caelli said it was "critical Intel comes clean" about how
the current DRM technology is embedded into the new CPU and
chipset offering.

Sounds more and more like the P-III saga!
Microsoft was unavailable for comment at press time.

Why does *THAT* not surprise me!
 
G

Gojira

Which proves Dell realizes that AMD is still the leader when it comes to
gaming,and probably will remain so.This gives them a way to get around their
agreement to use Intel CPU's and get into the high end gaming market.
 
T

Thomas A. Horsley

Which proves Dell realizes that AMD is still the leader when it comes to
gaming,and probably will remain so.This gives them a way to get around their
agreement to use Intel CPU's and get into the high end gaming market.

It doesn't prove it till it happens. From what I've seen of Dell's
Intel ass kissing, it might just as well mean that alienware will soon
be making only Intel machines, losing market share, and dropping off
the face of the earth (thus helping eliminate one of the reasons for
amd success).
 
B

Bill

Gojira said:
Which proves Dell realizes that AMD is still the leader when it comes to
gaming,and probably will remain so.This gives them a way to get around their
agreement to use Intel CPU's and get into the high end gaming market.

Dell is not really interested in the gaming market. Their primary
customer is the business sector, from low end workstations to servers.

While gaming machines can be equally profitable, Dell's acquisition is
likely a move to gain market share more than anything else.
 
N

NoNoBadDog!

Bill said:
Dell is not really interested in the gaming market. Their primary
customer is the business sector, from low end workstations to servers.

While gaming machines can be equally profitable, Dell's acquisition is
likely a move to gain market share more than anything else.

Then how do you explain this:
 
N

NoNoBadDog!

Bill said:
Dell is not really interested in the gaming market. Their primary
customer is the business sector, from low end workstations to servers.

While gaming machines can be equally profitable, Dell's acquisition is
likely a move to gain market share more than anything else.

Then how do you explain this:

http://www.theinquirer.net/?article=30572

The XPS6000 Renegade Gaming machine at $9,930 has sold out.


Would be nice to have an AMD based gaming machine without the heat, low
bandwidth and cost of an Intel processor.

Bobby
 
G

Gojira

Thomas A. Horsley said:
It doesn't prove it till it happens. From what I've seen of Dell's
Intel ass kissing, it might just as well mean that alienware will soon
be making only Intel machines, losing market share, and dropping off
the face of the earth (thus helping eliminate one of the reasons for
amd success).

Alienware might have helped in AMD's rise when they started,but I doubt they
count that much now,success went to their heads,now they're overpriced with
poor ratings and terrible support,other companies have appeared with better
prices,support and products.Then again,Dell could be described in the same
way,so the two of them deserve each other.
 
S

sky

Are you serious...?

You don't actually believe any of that, do you?


not sure exactly what you are referring to; however, the fact that AMD has
the faster, cooler and cheaper chip more or less makes this the case, as
it has for a year or two now. of course one does not need to spend 10k for
it, but hey, to each his own.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top