tag:blogger.com,1999:blog-9020108538297955304.post2866124834657833381..comments2023-06-17T22:02:29.344+08:00Comments on Intel vs ARM - chronicles of the great Semiconductor war: Dell sucking AMD's capacity (& life) dry180 Sharikouhttp://www.blogger.com/profile/01976521382562563035noreply@blogger.comBlogger16125tag:blogger.com,1999:blog-9020108538297955304.post-330450173582040822006-10-14T17:18:00.000+08:002006-10-14T17:18:00.000+08:00Anonymous - no issue. You're entitled to your opin...Anonymous - no issue. You're entitled to your opinion. And I do agree that Q4 is a better indicator. I've also said previously that margins will be down for both AMD & Intel in Q3. This price war is not good for either. However, AMD will have a relatively better Q3 than Intel when compared to Wall Street's expectations. But momentum will return to Intel in Q4.<br /><br />But I think there is one 180 Sharikouhttps://www.blogger.com/profile/01976521382562563035noreply@blogger.comtag:blogger.com,1999:blog-9020108538297955304.post-21668438955330288212006-10-14T13:11:00.000+08:002006-10-14T13:11:00.000+08:00As I've posted earlier, I don't see a constrained ...As I've posted earlier, I don't see a constrained capacity for AMD lasting two QTRs or causing the lack of faith to disti's your suggesting.<br /><br />What's to quibble about, well I don't see a loss of market share happening in Q4 either. Maybe a slight loss in Q3, but back on track for Q4.<br /><br />I think AMD has done a good job of grabbing the mainstream. Their line-up from about $80-$200 Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9020108538297955304.post-54646068058734607412006-10-14T11:51:00.000+08:002006-10-14T11:51:00.000+08:00Ashenman/Anonymous - you guys are missing the poin...Ashenman/Anonymous - you guys are missing the point I made. Which is unfulfilled demand is sales for your competitor. But more importantly there is a loss of faith from the <B>DISTRIBUTION and DISTRIBUTION DEPENDANT CHANNEL</B>. Disti channel does not get to secure product 3 months in advance the way Dell does. They also do not get the kind of volume pricing or supply preference that a Dell does.180 Sharikouhttps://www.blogger.com/profile/01976521382562563035noreply@blogger.comtag:blogger.com,1999:blog-9020108538297955304.post-78891602200923536102006-10-14T10:08:00.000+08:002006-10-14T10:08:00.000+08:00You seem to forget Dell isn't the only one announc...You seem to forget Dell isn't the only one announced more AMD lines of products. Founder, Lenovo, IBM also going more AMD. The deal with Chartered was put in place for flexible production for someone like Dell.<br />If AMD is maxing out orders from Chartered, it can only be good news for <br />AMD.<br />Also, Intel's channel stuffing has caused a lot of grief for distributors and some are turningAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-9020108538297955304.post-75506289609965617892006-10-13T18:52:00.000+08:002006-10-13T18:52:00.000+08:00Anonymous - your question on the ideal state of ca...Anonymous - your question on the ideal state of capacity:<br /><br />The ideal state is to be able to sell your entire capacity while ensuring you have the required level of inventory build up necessary. Probably somewhere around 10-15 days inventory.<br /><br />However, if one has to pick a shortage or over-supply I'd pick a shortage but with two caveats:<br /><br />1. Your comeptitor is also 180 Sharikouhttps://www.blogger.com/profile/01976521382562563035noreply@blogger.comtag:blogger.com,1999:blog-9020108538297955304.post-31861314141210324142006-10-13T06:10:00.000+08:002006-10-13T06:10:00.000+08:00Regarding my previous post (the second post) about...Regarding my previous post (the second post) about the 65W 3800X2, Newegg shows it now out of stock, and it is the only SKU out of stock.<br /><br />So I think there may be some merit to downbinning of higher ASP parts to fit this SKU. If I were short on parts, I'd do the same thing.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9020108538297955304.post-41193644905474170102006-10-13T04:41:00.000+08:002006-10-13T04:41:00.000+08:00Listen, Dell blows, no argument there. But from wh...Listen, Dell blows, no argument there. But from what your saying, I gather if AMD sells every chip they produce their in trouble and if they can't sell chips and start stockpiling (ala Intel) their still in trouble. I don't know about balanced POV, but Sharikou 180° is a good name if, as it seems, you always see the glass as half-empty for AMD.<br /><br />By clarifing the chipset point you made Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9020108538297955304.post-20228238788004621612006-10-13T03:04:00.000+08:002006-10-13T03:04:00.000+08:00One more thing - look around. The Intel & Dell rel...One more thing - look around. The Intel & Dell relationship started to go sour when Intel began to sleep with Apple. Why - because Michael was screwing the entire industry by not only squeezing everyone's margins...but then they began to push the low end stuff instead of selling up as they traditionally did from Q305. At that point their business took a dive and they decided to change strategy 180 Sharikouhttps://www.blogger.com/profile/01976521382562563035noreply@blogger.comtag:blogger.com,1999:blog-9020108538297955304.post-11306391697119923042006-10-13T02:51:00.000+08:002006-10-13T02:51:00.000+08:00Anonymous - I'm gung ho on market share loss becau...Anonymous - I'm gung ho on market share loss because I believe Intel is regaining share on DP server and winning back in the desktop 80-130$ price range now that they have dropped their Pentium brand prices and filled the seam between their Celeron (at 80 bucks) and Pentium (130 bucks) that used to exist for the distribution channel.<br /><br />In this case, there are two things playing into 180 Sharikouhttps://www.blogger.com/profile/01976521382562563035noreply@blogger.comtag:blogger.com,1999:blog-9020108538297955304.post-1788457912307964502006-10-13T02:27:00.000+08:002006-10-13T02:27:00.000+08:00So, if as you say, and I'm paraphrasing; equally p...So, if as you say, and I'm paraphrasing; equally possible Dell are moving large volumes of AMD. And presuming AMD's capacity hasn't mysteriously shrunk, but more likely is increasing, how come your so gung-ho on market share loss. If AMD is holding chips for Dell, then I could see how your theory would make perfect sense.<br /><br />Also, the comparison between Paul O.'s missing chipsets and AMD Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9020108538297955304.post-14805508256484968392006-10-13T01:32:00.000+08:002006-10-13T01:32:00.000+08:00Please note that with AMD's current capacity, it's...Please note that with AMD's current capacity, it's enough to supply 33% of the market.<br /><br />Having a capacity constraint means AMD is already at 33% of the market.<br /><br />Fortunately, relief is coming. Charted FAB7 and FAB36 are ramping, both are ready for 65nm--which will boost capacity by 2x overnite.<br /><br />Intel's BK is not far away.Sharikou, Ph. D.https://www.blogger.com/profile/07422357045179489584noreply@blogger.comtag:blogger.com,1999:blog-9020108538297955304.post-48592216464115058102006-10-13T00:24:00.000+08:002006-10-13T00:24:00.000+08:00Anonymous - an interesting point on the rising pri...Anonymous - an interesting point on the rising prices. What this means is a scarcity so Newegg is making more money than MSRP. Similar to what was happening in the early stage of Core 2 when parts were scarce.<br /><br />Ashenman - a significant volume of WORLDWIDE PC's are sold through unbranded channel and tier 2/3 small OEMs. These guys are serviced by distribution and the people affected. In 180 Sharikouhttps://www.blogger.com/profile/01976521382562563035noreply@blogger.comtag:blogger.com,1999:blog-9020108538297955304.post-30136061498746970912006-10-12T21:29:00.000+08:002006-10-12T21:29:00.000+08:00I enjoyed AMD's reply to the Hexus story (found at...I enjoyed AMD's reply to the Hexus story (found at the bottom of the link you provided):<br /><br />"<I>Jan Gütter, AMD's Public Relations and Analyst Relations for Europe, Middle East and Africa (EMEA), was kind enough to offer AMD's thoughts on our take.<br /><br />'The competitive performance and advantages of AMD’s current product offerings combined with our widening relationships with systemAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-9020108538297955304.post-69742307749791188902006-10-12T20:53:00.000+08:002006-10-12T20:53:00.000+08:00DELETE PREVIOUS.
My bad, the 3800 65W is there......DELETE PREVIOUS.<br /><br />My bad, the 3800 65W is there...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9020108538297955304.post-6130004476643925062006-10-12T20:49:00.000+08:002006-10-12T20:49:00.000+08:00Looking at Newegg, a couple interesting things.
...Looking at Newegg, a couple interesting things. <br /><br />Firstly, prices are creeping up. The 3800X2 is up about $20 from a few weeks ago.<br /><br />Secondly, at first glance it seems that all SKU's are in stock. But, a closer check reveals that the 65W 3800X2 SKU is gone, and I don't mean out of stock - it is not there anymore.<br /><br />It is my belief (though I cannot prove this), thatAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-9020108538297955304.post-23681984721437570322006-10-12T19:32:00.000+08:002006-10-12T19:32:00.000+08:00This is becoming a real problem. Im having very gr...This is becoming a real problem. Im having very great diffuclties finding several amd cpus in sweden, allmost all bigger e-shops are missing 4200, 4600, and 5000 is nowhere to be found since july.<br /><br />Also EE versions are really scares..<br /><br />/MorkAnonymousnoreply@blogger.com