It's not ironic or a surprise to see ATI or Nvidia pushing chipsets without integrated graphics solution since it will cannabalize their wonderful Turbo PCIe cards! When was the last time Intel's i/g tech or Via's S3 tech on an add-on board could compare or compete to any ATI or Nvidia offerings? It's basic hubris - you want 3D? you buy our cards at additional cost. No free lunch for you!
Great Article, couldn' expect anything less from the boss. Back in the days AMD produced their own chipset, but as so well put, $ talks. AmD MUST focus their R&D $ on the best possible Retun on Investment, its that simple. BTW I have a buddy, BRIAN who worked at the Austin FAM plant over 4 years ago, These so called 'new cores' were in R@D back then. SOI and 69nm gates as well. Brian still uses a Tyan mobo with 2 MP's. Still pretty smokin rig.
"This is, of course, why DDR2 is becomming popular for mobile computing where thermal dissipation is more important than performance"
True...both heat and power are lower with DDR2, which will make it an excellent choice for mobile.
Both AMD and Intel will be going DDR2 at the start of 2006...
What seemed odd was "Being able to run at much higher frequencies than DDR1 is the major advantage that DDR2 offers." when the greatest advantage supposedly held by DDR2 is lower heat production due to a slower core speed. Higher frequency isn't really much of an advantage when that frequency isn't high enough to compensate for higher latency. This is, of course, why DDR2 is becomming popular for mobile computing where thermal dissipation is more important than performance.
Well let's see...Porkster is trying to use a stress test that wasn't benchmarked for multiple apps as a rationale for a supposed Intel superiority in multitasking...sigh.
The results were that the X2 was vastly superior in 2 threads with heavy workloads, and that with 4 threads of heavy workload the P4EE 840 pulled equal (not better) because HT gives it superior load balancing. Of course in single threads the X2 was again vastly superior (in fact the 840EE proved slower than some other P4 chips...)
2. What about the actual purpose of Tom's test...which platform handles stress better?
Well, on the face of it the X2 was the hands down winner without contestation!
The Intel system kept crashing (5 times IIRC), then they restarted after changing from the Intel Nforce platform to the pure Intel system. After that the Intel platform had to be rebooted 3 times...
The AMD platform just kept running the whole time!
That said, Tom's test doesn't show anything worthwhile...
1. The test methods are extremely flawed. To show stability of a platform, using 1 or 2 systems isn't scientific...it's just sensationalist.
2. Many mistakes were made both in the performance and the design of the test..
As to porkster's (dubbed by many forums as the greatest Troll who ever lived!) assertion of AMD being driven by the "teenager" market, I must say that I'm glad to see so many major corporations hiring teenagers to head up their IT departments! :-)
@porkster:
I'm sure, you'd also call Pentium Ds lemons, because they are also only able to run 2 threads at once. Everything else is a matter of priority settings (like low DivX encoding priority) and hyperthreading, which doesn't distinguish between low and high priority tasks.
BTW, AMD already has a graphics core (in Geode). And I read, that a part (50 people or so) of the National Semiconductor team, which they took over, was already working on a 3D core.
If you see the poor multitasking performance of the AMD X2 then you can expect the market share to drop big time, but are AMD users smart enough to avoid bad chips like the X2.
AMD is riding the teenager market with a theme of join the club or feel out of it. It's peer group pressure into buying into poor hardware/old tech.
Just check out THG review of the AMD X2 and you wont want one of those lemons.
Can somebody remind us why BTX was so much better than ATX?
It doesn't look like Intel is throwing its weight about either. Having that strong partnership with Dell you wonder what's keeping them from flooding the world with BTX boards in BTX cases. My guess is Dell is holding back because their profits would suffer because of the high costs of implementation.
If I remember right BTX was also introduced to battle a few heatproblems. Now that Jamie Oliver cooks meals on a 3.0GHz Prescott, Intel is working on the problem at the source. Sorry about that, Jamie. Much better than throwing a new standard at it.
31 - Posted on Jun 13, 2005 at 5:13 PM by Nayr
"You can see DDR3 anytime you want. Just put any current Gen Mid-High end Graphics card in your computer...=P
As far as Desktop use...who knows.
"
As explained elsewhere.
GDDR2 not= DDR2.
GDDR3 not= DDR3.
The GDDR3 chips used by 3D graphics card manufactures is not the same as what might be used for desktop DDR3 modules. DDR3 will be by the same commitee as SDRAM, DDR and DDR2. GDDR from 1 to 3 were boutique/custom designs by mem makers with assistance from 3D graphic card manufactures and each design (GDDR, GDDR2, GDDR3) were by different people.
I say its a great win for AMD. I am glad that they are advancing as much as THAT in just a few months, and I hope that VIA nor SiS die over us... otherwise, that'd leave the market to nVidia only, and we know monopoly is NOT a good thing.
However, OEMs love VIA chipsets. Heck, we integrators love them too. The warehouse where I buy stuff sells like mofo the Biostar U8668-D, and, as you can guess, its based on the ANCIENT PM400 Pro... but hey, its *cheap*; models for 800Mhz use P4M800 chipset; same goes for AMD K7 and K8 markets: the KM400 is the best selling chipset here in Mexico, suported by ECS/Pc-Chips, and K8M800 is having a real nice penetration in this market. I have not seen a single fellow integrator asking for an nVidia chipset.
Anyways, when I read the tidbit about AMD building on die graphics into a new K8 core, I got goosebumps all over my body. Let the fantasy commense:
I have visions of them also incorporating that PPU (physics processing unit, if I am not butchering the abreviation).
Imagine, 2008, which means from now till then, 3 years, at least before those first chips become available, which in my eyes means AMD is already working on said chips...
AMD Dual Core 65nm,
On die mem controller supporting DDR2,
On die gpu
On die ppu
All operating at full processor frequency.
I can't help but think, and I may be dreaming but AMD will put out kick ass graphics...
I dont care what the name of the chip is
as long as the VIA socket 939 boards support dual core -- everybody will be happy
(except for the s754 owners... but they are probably using wishful thinking:P )
You know... I still can not understand why anyone would really like the BTX format. From everything I have read, it seems as if it is specifically designed for air to be blown in the back and out the front.
The problem is that, while that sounds great, it appears to compeletely fail to take into consideration the environment that a PC is in. Every time I have ever had fans on a computer suck in the back and blow out the front... they get clogged with dust in no time because the rear of the computer tends to attract more dust. As a result I always have to switch them around.
Uli is profitable because they have very cheap to manufacture single chip designs, and they do a lot of chipsets for USB2 external HD, …..
I am waiting for Uli come out with their SLI chipset with REAL AGP that can be a good buy, even without the SLI. I didn’t buy right now one of the 3 ASROCK ULi based boards just because of that.
I think that Uli, sis, via aren’t bad, the problem is the “effort” that mobo makers have with them. If they could do the same they do with intel chipsets…. I won’t even talk about the quality of components they use on those chipset companies…..
Actually #15, the K8T800Pro will support Dual-Core CPU's. VIA is only having a problem with the K8T890 Chipset and DC CPU's. It was on the front page a while ago.
All in all, a good read and an interesting view on what's to come down the pipe line.
You can probably take this article regarding the marketshare figures for AMD chipsets with a grain of salt, with the anonymity of these figures.
Yes AMD was/is, a leader of the US retail desktop sales, however current retail US desktop marketshare figures for H1 2005 are not unknown.
If they asked, motherboard manufacturer's primarily interested in retail sales, than these figures would be inline with the gains in the US retail desktop market.
Though the OEM would be a different story, Dell would probably get most of it's mobos from Intel itself.
The shift with Taiwan mobomnfs is of course very nice for AMD, but doesn't Intel also make its own motherboards? And lots of them while we speak? How does that add in the total of motherboard making/selling?
Anyway, you cannot expect the whole industry to go to sleep when so much speaks in favour of the Opteron and A64 especially since they are both coming in dual core also. AMD's growth is well deserverd.
The Sempron going 64-bit was expected and needed. This will give room for:
1. Hardware developpers to come up with the missing 64-bit drivers.
2. Software devoloppers to release some more 64-bit applications.
3. MS to eventually drop 32-bit support in favour of a full 64-bit (only) version.
The less manufacturers hanging on to 32-bit apps the faster the transition to 64-bit.
No, it won't. KT880 chipset is for K7 (socket A) processors. You probably thought about K8T800 chipset, that doesn't support 939 socket. Only K8T800Pro and K8T890 are supporting 939 and none of them dual core. Even a bios update won't help. Via works on revision of the chipset that should allow dual core CPUs.
Nehemoth - I'm pretty sure that's not an official roadmap. It looks like an educated guess on VR Zone's part as to what's happening based on the analyst meeting from Friday.
One thing they missed was the mobile sector. At the meeting, AMD said they were coming out with dual core Turions next year as well...
One other thing I think they might have wrong is the 65nm parts not coming out till 2007, though they didn't list anything for H2 06...
"You can go to HP or Compaq and order a Turion laptop right now. So they are out there, just not pushed real hard right now"
That's true, but notice that they only have one Turion designed notebook...
This was a very late arrival and it's not very well integrated. You can say there aren't many models because it's not being pushed, or go the other way and say it's not being pushed because there aren't many models...
It is a fact that unless a design is locked in by January, you will have very few models available for that year...
If you go here
http://www.vr-zone.com/?i=2328&s=1 Are The Manila And Windsor Cores
and see the new AMD roadmap, you can see the new core with integrated graphic..
Industry figures can be twisted to say whatever you want them to say and they are typically 3-6 months behind current sales. With AMD selling more desktop CPUs than Intel over the past several quarters and Mobo production being ahead of sales, you can be pretty certain AMD's sales and market share gains are very real. Even Intel's 10Q's show major drops in CPU sales and Intel is actually BUYING all the sales they are getting. If the shift is from 80/20 to 60/40 or 50/50 it's still a Helleva coup for AMD and the hand writing is on the wall for Intel, who's arrogance got the better of them.
As for SLI - it's a technology few need and only enthusiasts will pay thru the nose for. Even if SLI Mobos get down to $100 which they will, you still need two over-priced graphics cards to use SLI. Even power PC users don't need SLI and few consumers will throw good money away like gamers do.
#4
ElMoIsEviL you obviously didn't read the article. It mentioned they asked many different motherboard manufacturers. The article ALSO pointed out the fact that it does not agree with the studies BECAUSE Intel STILL has the majority OEM shares. OEM outsale custom-built PC and enthusasist market by far much margin.
Nice to see competition heating up. Competition is what drives development
Well, remember that these are the independant mobo makers...that said, the huge shift is quite reassuring for my AMD stock...:-)
Anand's comments on Turion are well taken. This has been the biggest discussion on most of the investment boards, and most people have a single theory. ODM/OEM manufacturers of mobiles usually require their designs to be completed by January each year. Most people I have spoken to (both Intel and AMD investors) agree that AMD probably wasn't able to get parts in to the designers in time for a January design release this year...
What that means is that AMD will probably lag quite woefully until next year for the mobile space.
Next year, we can expect both Turion64 and Sempron64 laptop designs coming out...until then, it looks like Intel will continue to run the table with Centurion.
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spinportal - Tuesday, June 14, 2005 - link
It's not ironic or a surprise to see ATI or Nvidia pushing chipsets without integrated graphics solution since it will cannabalize their wonderful Turbo PCIe cards! When was the last time Intel's i/g tech or Via's S3 tech on an add-on board could compare or compete to any ATI or Nvidia offerings? It's basic hubris - you want 3D? you buy our cards at additional cost. No free lunch for you!redhatlinux - Tuesday, June 14, 2005 - link
Oooops that's FABredhatlinux - Tuesday, June 14, 2005 - link
Great Article, couldn' expect anything less from the boss. Back in the days AMD produced their own chipset, but as so well put, $ talks. AmD MUST focus their R&D $ on the best possible Retun on Investment, its that simple. BTW I have a buddy, BRIAN who worked at the Austin FAM plant over 4 years ago, These so called 'new cores' were in R@D back then. SOI and 69nm gates as well. Brian still uses a Tyan mobo with 2 MP's. Still pretty smokin rig.Eric
Nayr - Tuesday, June 14, 2005 - link
Thanks #33 for pointing that out.+1 Nerd power.
=P
Viditor - Tuesday, June 14, 2005 - link
"This is, of course, why DDR2 is becomming popular for mobile computing where thermal dissipation is more important than performance"True...both heat and power are lower with DDR2, which will make it an excellent choice for mobile.
Both AMD and Intel will be going DDR2 at the start of 2006...
2cpuminimum - Tuesday, June 14, 2005 - link
What seemed odd was "Being able to run at much higher frequencies than DDR1 is the major advantage that DDR2 offers." when the greatest advantage supposedly held by DDR2 is lower heat production due to a slower core speed. Higher frequency isn't really much of an advantage when that frequency isn't high enough to compensate for higher latency. This is, of course, why DDR2 is becomming popular for mobile computing where thermal dissipation is more important than performance.Viditor - Tuesday, June 14, 2005 - link
Well let's see...Porkster is trying to use a stress test that wasn't benchmarked for multiple apps as a rationale for a supposed Intel superiority in multitasking...sigh.1. Has anyone done any tests that were designed for this? Well gee whiz I guess they have...
http://tinyurl.com/chck7
http://tinyurl.com/akueq
http://tinyurl.com/7agle
The results were that the X2 was vastly superior in 2 threads with heavy workloads, and that with 4 threads of heavy workload the P4EE 840 pulled equal (not better) because HT gives it superior load balancing. Of course in single threads the X2 was again vastly superior (in fact the 840EE proved slower than some other P4 chips...)
2. What about the actual purpose of Tom's test...which platform handles stress better?
Well, on the face of it the X2 was the hands down winner without contestation!
The Intel system kept crashing (5 times IIRC), then they restarted after changing from the Intel Nforce platform to the pure Intel system. After that the Intel platform had to be rebooted 3 times...
The AMD platform just kept running the whole time!
That said, Tom's test doesn't show anything worthwhile...
1. The test methods are extremely flawed. To show stability of a platform, using 1 or 2 systems isn't scientific...it's just sensationalist.
2. Many mistakes were made both in the performance and the design of the test..
As to porkster's (dubbed by many forums as the greatest Troll who ever lived!) assertion of AMD being driven by the "teenager" market, I must say that I'm glad to see so many major corporations hiring teenagers to head up their IT departments! :-)
4lpha0ne - Tuesday, June 14, 2005 - link
@porkster:I'm sure, you'd also call Pentium Ds lemons, because they are also only able to run 2 threads at once. Everything else is a matter of priority settings (like low DivX encoding priority) and hyperthreading, which doesn't distinguish between low and high priority tasks.
4lpha0ne - Tuesday, June 14, 2005 - link
BTW, AMD already has a graphics core (in Geode). And I read, that a part (50 people or so) of the National Semiconductor team, which they took over, was already working on a 3D core.So this would make sense.
porkster - Tuesday, June 14, 2005 - link
If you see the poor multitasking performance of the AMD X2 then you can expect the market share to drop big time, but are AMD users smart enough to avoid bad chips like the X2.AMD is riding the teenager market with a theme of join the club or feel out of it. It's peer group pressure into buying into poor hardware/old tech.
Just check out THG review of the AMD X2 and you wont want one of those lemons.
http://www.tomshardware.com/stresstest/load.html
.
ceefka - Tuesday, June 14, 2005 - link
Can somebody remind us why BTX was so much better than ATX?It doesn't look like Intel is throwing its weight about either. Having that strong partnership with Dell you wonder what's keeping them from flooding the world with BTX boards in BTX cases. My guess is Dell is holding back because their profits would suffer because of the high costs of implementation.
If I remember right BTX was also introduced to battle a few heatproblems. Now that Jamie Oliver cooks meals on a 3.0GHz Prescott, Intel is working on the problem at the source. Sorry about that, Jamie. Much better than throwing a new standard at it.
Gooberslot - Tuesday, June 14, 2005 - link
I hope BTX takes a long time to take off or better yet that it never does.tygrus - Tuesday, June 14, 2005 - link
31 - Posted on Jun 13, 2005 at 5:13 PM by Nayr"You can see DDR3 anytime you want. Just put any current Gen Mid-High end Graphics card in your computer...=P
As far as Desktop use...who knows.
"
As explained elsewhere.
GDDR2 not= DDR2.
GDDR3 not= DDR3.
The GDDR3 chips used by 3D graphics card manufactures is not the same as what might be used for desktop DDR3 modules. DDR3 will be by the same commitee as SDRAM, DDR and DDR2. GDDR from 1 to 3 were boutique/custom designs by mem makers with assistance from 3D graphic card manufactures and each design (GDDR, GDDR2, GDDR3) were by different people.
Quanticles - Tuesday, June 14, 2005 - link
I want my k8 to have pcie!Nayr - Monday, June 13, 2005 - link
YOu can see DDR3 anytime you want. Just put any current Gen Mid-High end Graphics card in your computer...=PAs far as Desktop use...who knows.
Icehawk - Monday, June 13, 2005 - link
So are we ever going to see DDR3? :(Aenslead - Monday, June 13, 2005 - link
I say its a great win for AMD. I am glad that they are advancing as much as THAT in just a few months, and I hope that VIA nor SiS die over us... otherwise, that'd leave the market to nVidia only, and we know monopoly is NOT a good thing.However, OEMs love VIA chipsets. Heck, we integrators love them too. The warehouse where I buy stuff sells like mofo the Biostar U8668-D, and, as you can guess, its based on the ANCIENT PM400 Pro... but hey, its *cheap*; models for 800Mhz use P4M800 chipset; same goes for AMD K7 and K8 markets: the KM400 is the best selling chipset here in Mexico, suported by ECS/Pc-Chips, and K8M800 is having a real nice penetration in this market. I have not seen a single fellow integrator asking for an nVidia chipset.
As the article said: costs rule.-
Son of a N00b - Monday, June 13, 2005 - link
great arcticle Anand! Keep up the awesome work!SilthDraeth - Monday, June 13, 2005 - link
In Sov...Anyways, when I read the tidbit about AMD building on die graphics into a new K8 core, I got goosebumps all over my body. Let the fantasy commense:
I have visions of them also incorporating that PPU (physics processing unit, if I am not butchering the abreviation).
Imagine, 2008, which means from now till then, 3 years, at least before those first chips become available, which in my eyes means AMD is already working on said chips...
AMD Dual Core 65nm,
On die mem controller supporting DDR2,
On die gpu
On die ppu
All operating at full processor frequency.
I can't help but think, and I may be dreaming but AMD will put out kick ass graphics...
xsilver - Monday, June 13, 2005 - link
I dont care what the name of the chip isas long as the VIA socket 939 boards support dual core -- everybody will be happy
(except for the s754 owners... but they are probably using wishful thinking:P )
snedzad - Monday, June 13, 2005 - link
Not quite, #23. Pro edition of K8T800 chipset supports 939 sck., and non pro doesn't (intended for sck 754).Here is the evidence:
http://www.asustek.de/products/mb/mbindex.htm
Ciao
patrick0 - Monday, June 13, 2005 - link
I don't care about on-die Graphics, prefer if they just add some PCIe lanes on-die (at least 17).I/O controller on-die is a great idea.
overclockingoodness - Monday, June 13, 2005 - link
#15: I think you are wrong. The K8T800 Pro is for K8 Socket 754, so it won't support DC.Windaria - Monday, June 13, 2005 - link
You know... I still can not understand why anyone would really like the BTX format. From everything I have read, it seems as if it is specifically designed for air to be blown in the back and out the front.The problem is that, while that sounds great, it appears to compeletely fail to take into consideration the environment that a PC is in. Every time I have ever had fans on a computer suck in the back and blow out the front... they get clogged with dust in no time because the rear of the computer tends to attract more dust. As a result I always have to switch them around.
nserra - Monday, June 13, 2005 - link
Uli is profitable because they have very cheap to manufacture single chip designs, and they do a lot of chipsets for USB2 external HD, …..I am waiting for Uli come out with their SLI chipset with REAL AGP that can be a good buy, even without the SLI. I didn’t buy right now one of the 3 ASROCK ULi based boards just because of that.
I think that Uli, sis, via aren’t bad, the problem is the “effort” that mobo makers have with them. If they could do the same they do with intel chipsets…. I won’t even talk about the quality of components they use on those chipset companies…..
Nayr - Monday, June 13, 2005 - link
Actually #15, the K8T800Pro will support Dual-Core CPU's. VIA is only having a problem with the K8T890 Chipset and DC CPU's. It was on the front page a while ago.All in all, a good read and an interesting view on what's to come down the pipe line.
coldpower27 - Monday, June 13, 2005 - link
You can probably take this article regarding the marketshare figures for AMD chipsets with a grain of salt, with the anonymity of these figures.Yes AMD was/is, a leader of the US retail desktop sales, however current retail US desktop marketshare figures for H1 2005 are not unknown.
If they asked, motherboard manufacturer's primarily interested in retail sales, than these figures would be inline with the gains in the US retail desktop market.
Though the OEM would be a different story, Dell would probably get most of it's mobos from Intel itself.
Sunbird - Monday, June 13, 2005 - link
mmm, new movie,Chipset Wars, set on a island far far away...
Uli: "Sis and Via, I'm am profitable, come over, and we could rule the motherboards together!"
ceefka - Monday, June 13, 2005 - link
The shift with Taiwan mobomnfs is of course very nice for AMD, but doesn't Intel also make its own motherboards? And lots of them while we speak? How does that add in the total of motherboard making/selling?Anyway, you cannot expect the whole industry to go to sleep when so much speaks in favour of the Opteron and A64 especially since they are both coming in dual core also. AMD's growth is well deserverd.
The Sempron going 64-bit was expected and needed. This will give room for:
1. Hardware developpers to come up with the missing 64-bit drivers.
2. Software devoloppers to release some more 64-bit applications.
3. MS to eventually drop 32-bit support in favour of a full 64-bit (only) version.
The less manufacturers hanging on to 32-bit apps the faster the transition to 64-bit.
#9 Nice one. That Windsor core looks promising.
xsilver - Monday, June 13, 2005 - link
#15oh my bad -- yea I meant the s939 k8t800pro -- names are too damn similar :)
I have the abit av8
hope it supports dual core
snedzad - Monday, June 13, 2005 - link
No, it won't. KT880 chipset is for K7 (socket A) processors. You probably thought about K8T800 chipset, that doesn't support 939 socket. Only K8T800Pro and K8T890 are supporting 939 and none of them dual core. Even a bios update won't help. Via works on revision of the chipset that should allow dual core CPUs.xsilver - Monday, June 13, 2005 - link
Will the kt880 chipset support dual core? (asus a8v, abit av8 etc...)many of us owners would like to know :)
Viditor - Monday, June 13, 2005 - link
Nehemoth - I'm pretty sure that's not an official roadmap. It looks like an educated guess on VR Zone's part as to what's happening based on the analyst meeting from Friday.One thing they missed was the mobile sector. At the meeting, AMD said they were coming out with dual core Turions next year as well...
One other thing I think they might have wrong is the 65nm parts not coming out till 2007, though they didn't list anything for H2 06...
Viditor - Monday, June 13, 2005 - link
"You can go to HP or Compaq and order a Turion laptop right now. So they are out there, just not pushed real hard right now"That's true, but notice that they only have one Turion designed notebook...
This was a very late arrival and it's not very well integrated. You can say there aren't many models because it's not being pushed, or go the other way and say it's not being pushed because there aren't many models...
It is a fact that unless a design is locked in by January, you will have very few models available for that year...
Marlin1975 - Monday, June 13, 2005 - link
You can go to HP or Compaq and order a Turion laptop right now. So they are out there, just not pushed real hard right now.knitecrow - Monday, June 13, 2005 - link
I love these industry update articlesNehemoth - Monday, June 13, 2005 - link
If you go herehttp://www.vr-zone.com/?i=2328&s=1
Are The Manila And Windsor Cores
and see the new AMD roadmap, you can see the new core with integrated graphic..
Viditor - Monday, June 13, 2005 - link
ElMoIsEviL - "marketshare figures taken from Mercury show results that differ greatly from these"Marketshare numbers from Mercury show the previous quarter...
Beenthere - Monday, June 13, 2005 - link
Industry figures can be twisted to say whatever you want them to say and they are typically 3-6 months behind current sales. With AMD selling more desktop CPUs than Intel over the past several quarters and Mobo production being ahead of sales, you can be pretty certain AMD's sales and market share gains are very real. Even Intel's 10Q's show major drops in CPU sales and Intel is actually BUYING all the sales they are getting. If the shift is from 80/20 to 60/40 or 50/50 it's still a Helleva coup for AMD and the hand writing is on the wall for Intel, who's arrogance got the better of them.As for SLI - it's a technology few need and only enthusiasts will pay thru the nose for. Even if SLI Mobos get down to $100 which they will, you still need two over-priced graphics cards to use SLI. Even power PC users don't need SLI and few consumers will throw good money away like gamers do.
yacoub - Monday, June 13, 2005 - link
So is that actually a saying in Taiwan or just creative journalistic license? ;)AnnihilatorX - Monday, June 13, 2005 - link
#4ElMoIsEviL you obviously didn't read the article. It mentioned they asked many different motherboard manufacturers. The article ALSO pointed out the fact that it does not agree with the studies BECAUSE Intel STILL has the majority OEM shares. OEM outsale custom-built PC and enthusasist market by far much margin.
Nice to see competition heating up. Competition is what drives development
ElMoIsEviL - Monday, June 13, 2005 - link
Those figures are BS. Which motherboard maker did you guys talk too? DFI?lol
Actual marketshare figures taken from Mercury show results that differ greatly from these.
Sorry to say but I call BS on this article.
Viditor - Monday, June 13, 2005 - link
Well, remember that these are the independant mobo makers...that said, the huge shift is quite reassuring for my AMD stock...:-)Anand's comments on Turion are well taken. This has been the biggest discussion on most of the investment boards, and most people have a single theory. ODM/OEM manufacturers of mobiles usually require their designs to be completed by January each year. Most people I have spoken to (both Intel and AMD investors) agree that AMD probably wasn't able to get parts in to the designers in time for a January design release this year...
What that means is that AMD will probably lag quite woefully until next year for the mobile space.
Next year, we can expect both Turion64 and Sempron64 laptop designs coming out...until then, it looks like Intel will continue to run the table with Centurion.
cryptonomicon - Monday, June 13, 2005 - link
And the one source that said 90% of server market? Heh...snedzad - Monday, June 13, 2005 - link
Wow, between 40 and 65 percent. Unbelievable. Congrats AMD.