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SmallPops, thanks!
Things on the Intel board are getting very interesting. Amazing that they consider you a "Droid". Its great that you are able to reply to them in the respectful manner that you do, without lowering the already low quality of the way things are. FWIW I find your post to be very insigthful and well balanced.
SP, no problem. I just saw the dv5000 is currently the top seller
on hpshopping.com:
http://www.shopping.hp.com/webapp/shopping/home.do
Keith I appreciate your time and help, dv5000 it is.
SmallPops, ok, HP´s dv5000 has just received absolute top grades in three German review magazines, and also the online review I recently posted was very favourable. I´d go for that one. The difference between MT and ML is not significant enough imho.
Otherwise, the 15.4" from MSI also got great reviews, and that is
available with MT CPUs. But it´s also quite a bit more expensive.
I don´t know about Gateway´s models, and haven´t seen a review anywhere. Don´t buy Acer´s 5000 series, it´s at best average and uses a poor chipset.
The 15.4" widescreen would be nice.
SP, the most basic question would be, what screen size do you want?
Keith, hoping you can give me some good advice on a new notebook. I recall seeing several posts by you talking about AMD based laptops. I've been looking on HPs website and they don't appear to offer any MT based systems. If you have time can you give me a few of your recommendations.
Thanks
Understood Keith. I saw your REMINDER post on the board.
Thanks
SP, give it some time. I could put you as moderator as well, if you like.
Keith is it just me or is the strictly moderated board already getting out of control?
AMD Researchers Detail Future High-Speed Transistors with Record-Setting Performance
http://www.amd.com/us-en/Corporate/VirtualPressRoom/0,,51_104_543~80690,00.html
facs, I wanted to see if this works. Lots of observations to be made for the TA people, particularly head and shoulders. Also, note that the last three splits give a holder 8 for one shares, but their worth is less than the one.
http://ichart.yahoo.com/z?s=intc&a=v&p=s&t=my&l=off&z=l&q=l
Hi there
Just curious... three AMD-Boards?
how do you guys manage this??
Klaus
Gateway is going to have a hard time surviving anyways
Gateway was only a short term or PR loss. The reality is that Gateway is struggling to stay afloat, with competitors taking sales awy from gateway, especially white box makers. Bottom line is if Opteron and Athlon 64 are successful, AMD will be very profitable.
I'm pretty sure he maent bribing to be like an ultimatum where only 1 of the 2 choices in reasonable.
I think the term "scumbag" is better suited to a CEO who would accuse a competitor of "bribing" a customer with absolutely no evidence to back up the claim. Heck even the Inquirer who is given to hyperbole and tabloid journalism seems to take Ruiz to task for his choice of terms.
It is sad to see a CEO try to rationalize his own firm's failure and poor execution by making unwarranted and unfounded claims that his competitor "bribed" a customer.
Just like many in this society of "victims", they always cry "it's someone else's fault."
greg.
Intel board - #board-369
Grateful Dead board - #board-1329
AMD reveals Gateway bribed by Intel - just more scumbag tactics by the evil empire.
AMD should file a law suit.
AMD's Ruiz accuses Gateway of "being bribed"
We think he doesn't quite mean this
By Mike Magee: Tuesday 03 December 2002, 10:59
AN ARTICLE IN E-WEEK has an interview with AMD's CEO Hector Ruiz in which he suggests that Gateway was "bribed" to stop carrying AMD products in its range of PCs.
That reply came in a question in which Ruiz was asked what he felt about PC vendors that announced they wouldn't use AMD's CPUs in their machines.
The magazine quotes Ruiz saying that if Gateway's CEO Ted Waitt was asked for the real reason his firm had stopped using the AMD chips, he would answer that he was being bribed to do it.
"Bribed" is a harsh word. We think that what Hector means, and perhaps should have said, is that Intel offers attractive prices and discounts to loyal customers and that Gateway, being a business, much like AMD itself, is in a tough and competitive market where a few points on a CPU would make all the difference between profit and loss.
We're sure that's what Hector means. Intel has stacks of marketing money, turns in good profits regularly, and so can, we believe the verb is, "incentivise" companies to use its products rather than any other.
And Gateway, we're sure Hector means, has the freedom to buy CPUs from Intel, AMD, Via, Transmeta or whichever company it wants You can find the full interview here. µ
http://www.theinquirer.net/?article=6519
Elmer, Looks like someone has stolen your login ID and posted this piece of kid's work??
http://www.investorshub.com/boards/read_msg.asp?message_id=565760
and here is some light entertainment.
http://svt.se/hogafflahage/hogafflaHage_site/Kor/hestekor.html
Bill
Bill -
I suspect you have been acting like a child to attract the nannies attention. Nannies cannot even see adults.....
Not true! I've been a perfect Gentelman. See my discussion with Ali on the Intel thread and you'll see how polite I can be.
EP
EP, I suspect you have been acting like a child to attract the nannies attention. Nannies cannot even see adults.....
Bill
Bill -
Many of them are here already and more will come with time.
I hope so. I miss the old gang.
Ali and I exchanged greetings but he hasn't been back - <G>
Be advised that the nannys are overactive here. Be prepared to be treated like children.
EP
EP, Many of them are here already and more will come with time.
bill
Elmer,
Careful what you wish for....
wbmw
Bill -
Sorry, I have been barred from the Intel thread for lack of slavish perfidy and devotion
So bring some of your buddies over to this thread.
EP
EP, Sorry, I have been barred from the Intel thread for lack of slavish perfidy and devotion,
Bill
Commrad Billski!
You will find this a boring thread. Come over to the INTC thread..
EP
Re: Jobs = Best marketer, etc.
I do not agree. It is Jobs that caused the decline in Apple from years back. He was eventually ousted for financial stupidity. In desperation they chose Scully, Gassee, Amelio, Hancock, Spindler for CEOs and CTOs when the true cause was lack of financial discipline based on the huge cash flow from those early years when they led the pack.
I have often wondered how Apple could have been so stupid as to snatch defeat from the jaws of victory.
People's liking for Apple or PC is just like right hand drive cars and left hand drive cars....you like what you are used to using. Both do the same thing.
I can use both the PC or Mac to teach DTP with Quark and Photoshop. There are very few applications that are PC only. Quark was a long holdout on the side of Apple, but eventually they surrendered and made a PC version.
I think cost and speed are the main reasons the PC has crept inexorably from having 5% of the market to Apples 95% to the present case where Apple has 3% and the ROW has 97%. That is 3% by value, since Apple boxes are 50% more costly than PCs they really have only 2% share in boxes.
Apple is high in the Graphics and Web authoring fields, but that is because the SW costs a lot more than the hardware so the difference between a PC shop and a Mac shop with a full suite of graphics programs and web authoring programs is under 10%(Apple is under 10% more), and in cases like that the legacy work and employee preferances make the difference.
In a local school they have recently replaced a Mac graphics lab with 26 new pentium 4 machines. The decision was driven by cost of SW as well as HW. Quark gave a 90% educational discount on the software(usually $1500 per seat), and so the school bought 2 13 seat licences for 2 networks in the same classroom using quark on the PC. They also added Word, Photoshop, Indesign and a half a dozen others. many of the others also gave an educational discount, since once they grab the students they keep the adult is the dictum, as pple well knows with their school discount programs.
Still with a good PC at under $500 with a 17" monitor, Apple is still waaay over priced for new people.
Sure APple will keep their graphics niche....mostly, but they will still erode.
Bill
Subzero, Re: Boy did I ever call this one.
Sumbuddy pat me on the back.
<patpatpat> Good call.
Of course, I think most people who don't have their heads in the sand ought to have been able to call this one.
Maybe you can explain the article to me. I saw a bunch of ratings fly by, but I'm not sure which rating AMD was being downgraded from or to.
wbmw
Junk Bond
Bonds that have little or no collateral or liquidation value and are typically very risky. For this risk, they offer a high rate of return. They are issued by corporations without sales and earnings track records, or by those with questionable credit. Moreover, in the 1980s, junk bonds were popular instruments for corporate mergers and acquisitions. The bonds usually have a credit rating of BB or lower. Because the term has an unfavorable connotation, issuers and holders prefer the bonds to be called "high yield bonds."
Debt Ratings
Aaa
Bonds and preferred stock which are rated Aaa are judged to be of the best quality. They carry the smallest degree of investment risk and are generally referred to as "gilt edged." Interest payments are protected by a large or by an exceptionally stable margin and principal is secure. While the various protective elements are likely to change, such changes as can be visualized are most unlikely to impair the fundamentally strong position of such issues.
Aa
Bonds and preferred stock which are rated Aa are judged to be of high quality by all standards. Together with the Aaa group they comprise what are generally known as high-grade bonds. They are rated lower than the best bonds because margins of protection may not be as large as in Aaa securities or fluctuation of protective elements may be of greater amplitude or there may be other elements present which make the long-term risk appear somewhat larger than the Aaa securities.
A
Bonds and preferred stock which are rated A possess many favorable investment attributes and are to be considered as upper-medium-grade obligations. Factors giving security to principal and interest are considered adequate, but elements may be present which suggest a susceptibility to impairment some time in the future.
Baa
Bonds and preferred stock which are rated Baa are considered as medium-grade obligations (i.e., they are neither highly protected nor poorly secured). Interest payments and principal security appear adequate for the present but certain protective elements may be lacking or may be characteristically unreliable over any great length of time. Such bonds lack outstanding investment characteristics and in fact have speculative characteristics as well.
Ba
Bonds and preferred stock which are rated Ba are judged to have speculative elements; their future cannot be considered as well-assured. Often the protection of interest and principal payments may be very moderate, and thereby not well safeguarded during both good and bad times over the future. Uncertainty of position characterizes bonds in this class.
B
Bonds and preferred stock which are rated B generally lack characteristics of the desirable investment. Assurance of interest and principal payments or of maintenance of other terms of the contract over any long period of time may be small.
Caa
Bonds and preferred stock which are rated Caa are of poor standing. Such issues may be in default or there may be present elements of danger with respect to principal or interest.
Ca
Bonds and preferred stock which are rated Ca represent obligations which are speculative in a high degree. Such issues are often in default or have other marked shortcomings.
C
Bonds and preferred stock which are rated C are the lowest rated class of bonds, and issues so rated can be regarded as having extremely poor prospects of ever attaining any real investment standing.
Moody’s assigns ratings to individual debt securities issued from medium-term note (MTN) programs, in addition to indicating ratings to MTN programs themselves. Notes issued under MTN programs with such indicated ratings are rated at issuance at the rating applicable to all pari passu notes issued under the same program, at the program’s relevant indicated rating, provided such notes do not exhibit any of the characteristics listed below. For notes with any of the following characteristics, the rating of the individual note may differ from the indicated rating of the program:
1) Notes containing features which link the cash flow and/or market value to the credit performance of any third party or parties.
2) Notes allowing for negative coupons, or negative principal.
3) Notes containing any provision which could obligate the investor to make any additional payments.
Market participants must determine whether any particular note is rated, and if so, at what rating level. Moody’s encourages market participants to contact Moody’s Ratings Desks directly if they have questions regarding ratings for specific notes issued under a medium-term note program.
Note: Moody’s applies numerical modifiers 1, 2, and 3 in each generic rating classification from Aa through Caa. The modifier 1 indicates that the obligation ranks in the higher end of its generic rating category; the modifier 2 indicates a mid-range ranking; and the modifier 3 indicates a ranking in the lower end of that generic rating category.
http://www.moodys.com/
greg.
Intel board - #board-369
Grateful Dead board - #board-1329
"My fear is that AMD will post another large loss and Moody's will downgrade AMD's debt."
Boy did I ever call this one.
Sumbuddy pat me on the back.
Anybuddy know what qualifies as junk bond status?
Reuters Market News
Moody's revises Advanced Micro Devices outlook
Monday October 7, 5:18 pm ET
(The following statement was released by the ratings agency)
NEW YORK, Oct 7 - Moody's Investors Service changed the ratings outlook of Advanced Micro Devices, Inc. (AMD) to negative following its announcement of significantly lower than expected revenues and a substantial loss for the third quarter. With cash flow from operations less capital expenditures in the first half of the year of negative $268 million; over $400 million of planned capital expenditures in the second half of the year, significant revenue and earnings weakness in the third quarter; and no signs of market strengthening over the near term, the negative outlook reflects concerns that liquidity will be further pressured.
ADVERTISEMENT
The ratings outlook affects the following: Senior implied rating -- B2 Senior secured shelf registration -- (P) B2 Senior unsecured shelf registration -- (P) B3 Subordinated shelf registration -- (P) Caa1 Preferred stock shelf registration -- (P) Caa2 At June 2002, AMD had $1.1 billion of cash and marketable securities. Debt maturities relating to its microprocessor facility in Dresden, Germany (Fab 30) approximate $100 million in the rest of calendar 2002 and $216 million in calendar 2003. The company had $75 million outstanding under a $200 million secured revolving credit facility that matures July 2003. AMD's $500 million senior convertible note (with a $23.38 conversion price relative to its current stock price of around $4) does not have its first put date until 2009. The prior stable outlook had anticipated weak demand in the personal computer sector as well as intense microprocessor price competition from Intel, which would contribute to near term losses for AMD. These trends, however, have been more severe than expected. To the extent that liquidity weakens and sufficient sequential improvement does not occur in the seasonally stronger fourth quarter, the credit ratings would likely be reviewed for possible downgrade. Advanced Micro Devices, Inc., headquartered in Sunnyvale, California, designs and manufactures microprocessors, flash memory, and other semiconductors products.
After today, I might consider taking the other side...
I can get $1 for a Janurary $5 put. This very tempting.
EP
AMD webcast at noon today, wonder what's up?
http://www.amd.com/us-en/0,,3715_7285,00.html
LMAO!!!!
I'd do it!
Matt,
re: I hate using Windows boxes. They don't work right. They break all the time, and they have no cool features to them.
But I love my Mac. I like using it. it doesn't break. And has all kinds of cool things about it on the inside and out. Plus, it's the equivalent in an office as to carrying around a small poodle on the beach. Attracts the ladies, baby!
You sound like you are auditioning for one of those Apple advertisements. "I'm Matt, and I'm an IHub adminsitrator".
John
I appreciate anybody who can create a fanbase or cult around something like a computer. That's marketing at its finest. Similar to making FedEx a "verb" in the english language.
I hate using Windows boxes. They don't work right. They break all the time, and they have no cool features to them.
But I love my Mac. I like using it. it doesn't break. And has all kinds of cool things about it on the inside and out. Plus, it's the equivalent in an office as to carrying around a small poodle on the beach. Attracts the ladies, baby!
Greg, took the words right out of my mouth.
wbmw
wbmw,
re: I don't think it's unrealistic to expect Intel based macs in the future.
Or ..... Intel-based Sun servers (not just the low end units as they have today).
greg.
Intel board - #board-369
Grateful Dead board - #board-1329
Matt, Re: Jobs is certainly the most colorful and arguably the worlds best salesman/marketer
In my opinion, this has been the single thing that has kept Apple going for the last 5 years. They have clearly fallen well behind in processor performance, but damn, those cases are stylish. <G>
I don't think it's unrealistic to expect Intel based macs in the future.
wbmw
"I find my Mac just as fast as the 2.2 ghz Intel 4 I have next to it."
Then you probably aren't processor limited or you happen to use those things that the G4 excels at. I don't do fruit because I think they are expensive and inflexible, but that is my opinion on how I spend my money. You have a different viewpoint.
The problem that the processor manufacturers have right now is that most people won't see a performance difference between a 600-700MHz processor (what ever the processor type) and whatever is the top of the line at the moment...
My two favorite heros besides my dad are Warren Buffett and Steve Jobs.
Jobs is certainly the most colorful and arguably the worlds best salesman/marketer.....gotta hand it to him.
Subzero, Re: Dell confirms it may use AMD processor in server
You can't "confirm" that something "may" happen. Either it happens, or it doesn't. In this case, it sounds like more "we're considering our options" B.S. from Dell. I'm sure they realize the cost of helping AMD implement enough server infrastructure to get Hammer off the ground, especially in light of AMD's numerous delays of the product line.
wbmw
Matt, Re: Like, I have a 800mhz chip (I think) in this imac. But it is apparently the equivalent of a 2.4 Ghz Intel chip. I think it has something to do with being 192-bit data channels versus 32 bit channels.
One thing I have to give Apple credit for is being able to market their chips to the masses as being the most powerful "supercomputeronachip" on the planet, even though real life benchmarks show this to be a big, fat lie.
Here is one such review, and I'm sure there are more. Like Elmer said, Apple is very "selective" with what they claim as performance, and unless you are using the right Photoshop filter on the right build, you will not see the performance.
http://www.digitalvideoediting.com/cgi-bin/getframeletter.cgi?/2002/07_jul/features/cw_macvspc2.htm
Conclusion
As you see, the dual Athlon is still the fastest PC we've tested, but the single Intel P4 2.53 GHz machine runs a close second, and even beats the dual Athlon on some of the tests. And, as expected, the Mac dual 1GHz G4 could not even come close to keeping up with these two PCs. Even though the P4 machine has only a single processor, it was easy for it to leave the dual-processor Mac far behind.
wbmw
AMD going to zoom on this good news.
Maybe, but anyone who has followed this knows that Dell always repeats the same thing. They say they are looking at other technology. They are always considering alternatives to Intel and AMD fans always get all excited only to have their hopes dashed. I've seen this rumor too many times to get excited.
EP
I find my Mac just as fast as the 2.2 ghz Intel 4 I have next to it.
But the most important thing is the software. I *love* my Apple Mac OS X. If it weren't for the databases and software I had to deal in, I'd only use Mac.
A shame that Apple doesn't use Intel processors. Then I could have the best of both worlds.
I've often contemplated the idea of trying to rig an Intel-based pooter with a Mac OS. With the new Unix foundation in mac, it might be worth a shot, now.
AMD going to zoom on this good news.
Dell confirms it may use AMD processor in server
By Jack Robertson, EBN
Sep 30, 2002 (1:03 PM)
URL: http://www.ebnews.com/story/OEG20020930S0056
Dell Computer Corp. on Monday confirmed that it is considering selecting the Advanced Micro Devices Opteron Hammer MPUfor an upcoming server product. A decision is due by the end of the year, a Dell spokesman said.
Dell has always used Intel processors for its PC, workstation and server lines, to the exclusion of AMD. Adding the Opteron chip would be a major breakthrough for AMD, which has long sought to crack the solid Intel phalanx at Dell.
The Dell spokesman said the computer firm is also looking at Intel's Itanium enterprise server processor, but has made no decision on designing that chip into any new product.
EBN earlier reported comments by Jonathan Joseph, chip analyst for Salomon Smith Barney, San Francisco, that AMD was thinking about using an AMD processor for the first time. At the time, a Dell spokesman declined to comment on the report. Joseph said Dell may be using AMD as leverage in its pricing negotiations with Intel.
The first indication from Dell that the AMD Opteron MPU was being considered appeared in the New York Times last Sunday, in a story on Intel's Itanium processor. That story contained comments by Randy Groves, vice president for the enterprise systems group, that "This is the first time AMD has had a value proposition that is more than just price. That's something we have to take seriously." The Dell spokesman confirmed the quote today.
Anybody here understand the Apple/Motorola G4 versus Intel deal? Like, I have a 800mhz chip (I think) in this imac. But it is apparently the equivalent of a 2.4 Ghz Intel chip. I think it has something to do with being 192-bit data channels versus 32 bit channels. This has always confused the heck out of me. Anybody know what I'm talking aabout?
One must ask themselves if the G4 is the equivilant of a 2.4GHz P4, then what is meant by equivilant? Who says? The only benchmarks I am aware of that are published by practically all system vendors are SPEC benchmarks.
http://www.spec.org/osg/cpu2000/results/cpu2000.html
The PPC chip produced by IBM, Motorola does not publish industry standard benchmarks, is not competitive with the P4 in integer performance, even the most highend version with 128MB of L3. For FP the POWER architecture is competitive on the very highend but at are very high price. In short, Apple's claim is based on a very selective benchmark and not a valid comparison.
EP
Elmer,
Anybody here understand the Apple/Motorola G4 versus Intel deal?
Like, I have a 800mhz chip (I think) in this imac. But it is apparently the equivalent of a 2.4 Ghz Intel chip.
I think it has something to do with being 192-bit data channels versus 32 bit channels.
This has always confused the heck out of me. Anybody know what I'm talking aabout?
I am firmly convinced that Intel's upcoming release of the 3.06GHz P4 will outperform the eventual Hammer. So AMD's promises of the highest performing processor in the world will be destroyed many months before the next inevitable Hammer slip.
I'm not really pro-INTC or pro-AMD to any great extent, although I am confused enough by how AMD designates their different processors that it's nudged me toward sticking with INTC processors.
But speaking as someone who runs a business with a bit of an appetite for processing power, and a user who always likes the latest and greatest, I can't get excited about a 3.06Ghz processor. That's only 50% faster than what I'm using now, which is way faster than I need, and since I use dual-Xeon boxes (one box now; more to come) for the business, it's not even a 50% speed increase path that's available to me.
I just don't see either AMD or INTC doing much of anything until capital spending gets nudged seriously upwards AND processor speeds get past about 4Ghz.
Is there any reason to feel otherwise? Any reason I should buy stock in *either* of these companies?
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