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AMD BEATS EXPECTATIONS AGAIN

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April 12, 2006 11:15:54 PM

Quote:
AMD said Wednesday it earned $185 million, or 38 cents a share -- 8 cents higher than the average analysts' EPS expectation, which called for AMD to earn 30 cents.

Sales of $1.33 billion were in line with analysts' expectations, but at the low end of the company's own guidance.

AMD's gross margin increased to 58.5% in the first quarter, compared with 57.3% in the fourth quarter. The company said the increase was largely due to product mix improvement, higher desktop and notebook prices and manufacturing efficiencies


Keep the good job AMD. :wink:

More about : amd beats expectations

April 12, 2006 11:17:43 PM

NEW KEYBOARD

YAY I beat Action man to a 9-inch thread yay i feel so proud.
April 12, 2006 11:22:24 PM

Quote:
AMD said Wednesday it earned $185 million, or 38 cents a share -- 8 cents higher than the average analysts' EPS expectation, which called for AMD to earn 30 cents.

Sales of $1.33 billion were in line with analysts' expectations, but at the low end of the company's own guidance.

AMD's gross margin increased to 58.5% in the first quarter, compared with 57.3% in the fourth quarter. The company said the increase was largely due to product mix improvement, higher desktop and notebook prices and manufacturing efficiencies


Keep the good job AMD. :wink: Sweet, maybe instead of just bettering their manufacturing process, they'll invest in another manufacturing plant.
Related resources
April 12, 2006 11:23:33 PM

April 12, 2006 11:25:43 PM

Quote:
That must be Windows 95 on an Itanic :lol:  .
April 12, 2006 11:27:17 PM

Nope, what my Athlon 2600+ mobile feels like sometimes. You think i would own an intel? And anyway, its Vista. :lol: 
April 12, 2006 11:30:58 PM

It was just a joke, with the unstability of 95 on the crap Itanic, that seems like what would come out of it.
a c 100 à CPUs
April 12, 2006 11:31:15 PM

That's about the funniest thing that I have seen on this forum.

But don't you think that the trying to give a damn takes too damn long? It's like it's running on a Celeron 1500 son-of-a-Willy-core with 64MB RAM and XP clogged full of porn popups.
April 12, 2006 11:34:03 PM

Good point, i never even tried to give a damn. Anyway, the point is that as much as i like 9-inch's fanboyism, why the hell do you post stories that i read myself first thing when i wake up? If we wanted to know the news then we would read it.
April 12, 2006 11:34:26 PM

Quote:
That's about the funniest thing that I have seen on this forum.

But don't you think that the trying to give a damn takes too damn long? It's like it's running on a damn Pentium 60.


Yo MU_Engineer, i found a Motherboard with a Pentium 60,66 max speed is at ~198Mhz. Dunno if it's gongi to work or what, think it's a good idea Trying to make it run a Cut-up version of Linux?
April 12, 2006 11:37:22 PM

I wish i still had my Pentium 66. Was a beast, especially with that turbo button, and the counter that changed when you hit the restart button.
a c 100 à CPUs
April 12, 2006 11:44:00 PM

You could, but 66 MHz -> 198MHz is a HUGE overclock. Good luck.

And I also edited my post to be even funnier. The P60s are slow, but the P4 Williamette-based Celeries were regarded as even bigger dogs. I'd take a Pentium III 800 over one of those crappers any day.
April 12, 2006 11:59:16 PM

Amen to that. My PIII 800EB was faster than most of the Celerons that my family was buying in their new machines a few years later...
a c 100 à CPUs
April 13, 2006 12:08:48 AM

One computer lab that I frequent on campus has the following kinds of machines in it- there are only a few of each:

Pentium 4 Prescott 3.2GHz, 1GB RAM, 915 chipset
Pentium 4 Northwood 2.4GHz, 512MB RAM, 845 chipset
Pentium 4 1.5GHz, 256MB RAM, 845 chipset
Pentium III 933, 866, and 700MHz, 512MB RAM, 810 chipset
Pentium II 450MHz, 256MB RAM, 440*X chipset
Pentium II 233MHz, 256MB RAM, 440*X chipset

The Preshott is the quickest by a long shot, and the 2.4s see heavy usage as well. The Dell OptiPlexes with the 1.5s generally don't get used until the PIII machines fill up as they are dog-slow. The PII 450s seem to be not that much slower than those Willies. The 233s are pretty poky- few use them as they are stuffed in the corner. All of the computers run the same VLK version of XP Pro SP2.
April 13, 2006 12:09:01 AM

Quote:
AMD said Wednesday it earned $185 million, or 38 cents a share -- 8 cents higher than the average analysts' EPS expectation, which called for AMD to earn 30 cents.

Sales of $1.33 billion were in line with analysts' expectations, but at the low end of the company's own guidance.

AMD's gross margin increased to 58.5% in the first quarter, compared with 57.3% in the fourth quarter. The company said the increase was largely due to product mix improvement, higher desktop and notebook prices and manufacturing efficiencies


Keep the good job AMD. :wink:
This is good for AMD, hopefully they can horde this cash for the next couple quarters.

Just to put this in perspective though, Intel's _Profit_ last quarter was larger than AMD entire gross _revenue_ this quarter.

So after paying all of their employees, building fabs, paying for marketing, etc... Intel still had more money that AMD had before they did any of those things.
April 13, 2006 12:24:07 AM

Quote:
AMD said Wednesday it earned $185 million, or 38 cents a share -- 8 cents higher than the average analysts' EPS expectation, which called for AMD to earn 30 cents.

Sales of $1.33 billion were in line with analysts' expectations, but at the low end of the company's own guidance.

AMD's gross margin increased to 58.5% in the first quarter, compared with 57.3% in the fourth quarter. The company said the increase was largely due to product mix improvement, higher desktop and notebook prices and manufacturing efficiencies


Keep the good job AMD. :wink:
They will need much more than the good job in order to be good. They don't have even 10% of their rivals budget. So suffer, fanboy!
And get that new keyboard FFS!
a c 100 à CPUs
April 13, 2006 12:29:22 AM

Budget isn't everything. For example, the school districts in the city of St. Louis get more than double the per-student funding from the state than the state average. Yet they still lost their accreditation. And you would also think that with their huge budget, Microsoft could end the blue screens of death and make a secure OS. Yet they can't or won't.
April 13, 2006 12:45:23 AM

MU_Engineer, yeap. That was my point, but 9-inch don't get it.
He has green metal blocks stucked infront of his eyes.:) 
April 13, 2006 1:00:47 AM

Quote:
MU_Engineer, yeap. That was my point, but 9-inch don't get it.
He has green metal blocks stucked infront of his eyes.:) 


And yours are blue.... 8O

~~Mad Mod Mike, pimpin' the world 1 rig at a time
April 13, 2006 1:13:33 AM

Quote:
MU_Engineer, yeap. That was my point, but 9-inch don't get it.
He has green metal blocks stucked infront of his eyes.:) 


And yours are blue.... 8O

~~Mad Mod Mike, pimpin' the world 1 rig at a time

and yours are M&M style :lol: 
April 13, 2006 1:17:15 AM

Quote:
MU_Engineer, yeap. That was my point, but 9-inch don't get it.
He has green metal blocks stucked infront of his eyes.:) 


And yours are blue.... 8O

~~Mad Mod Mike, pimpin' the world 1 rig at a time
no mike, you are wrong....just becouse you have a stereotypic point of view at the things. You think that everyone that doesn't agree with your opinion that AMD is the only and the best, is actualy fanboy of its rival-Intel! Being a fanboy makes no sence, that is the only reason why I don't like fanboyistic stupid discussions
The difference between you and some other fanboys, whether they are blue or green is that you understand the things and know something more about your love AMD and its K8 processors.
I don't care about AMD or Intel. I buy what is more valuable for my money and I don't give a sh!t about its label.
I prefer AMD since Athlon K7 came. Actually I have only 2 Intel computers purchased in the past 5 years and 10 AMD. It is my HP Compaq nx8220 notebook with Pentium M 760 (Dothan) processor and a desktop with 1.8A Northwood with ASUS P4T-E i850 and RDRAM.
April 13, 2006 2:02:25 AM

Quote:
MU_Engineer, yeap. That was my point, but 9-inch don't get it.
He has green metal blocks stucked infront of his eyes.:) 


And yours are blue.... 8O

~~Mad Mod Mike, pimpin' the world 1 rig at a time
no mike, you are wrong....just becouse you have a stereotypic point of view at the things. You think that everyone that doesn't agree with your opinion that AMD is the only and the best, is actualy fanboy of its rival-Intel! Being a fanboy makes no sence, that is the only reason why I don't like fanboyistic stupid discussions
The difference between you and some other fanboys, whether they are blue or green is that you understand the things and know something more about your love AMD and its K8 processors.
I don't care about AMD or Intel. I buy what is more valuable for my money and I don't give a sh!t about its label.
I prefer AMD since Athlon K7 came. Actually I have only 2 Intel computers purchased in the past 5 years and 10 AMD. It is my HP Compaq nx8220 notebook with Pentium M 760 (Dothan) processor and a desktop with 1.8A Northwood with ASUS P4T-E i850 and RDRAM.

Erm......*cough*, eh, what?

I never said AMD is the best, and I am most certainly not a fanboy (some people think I am). I inform people of what's best when it's the best and make sure people know it. I feel like House on the show "House", he's always right but nobody wants to admit it, =/.

~~Mad Mod Mike, pimpin' the world 1 rig at a time
April 13, 2006 2:55:20 AM

Quote:
MU_Engineer, yeap. That was my point, but 9-inch don't get it.
He has green metal blocks stucked infront of his eyes.:) 


And yours are blue.... 8O

~~Mad Mod Mike, pimpin' the world 1 rig at a time
no mike, you are wrong....just becouse you have a stereotypic point of view at the things. You think that everyone that doesn't agree with your opinion that AMD is the only and the best, is actualy fanboy of its rival-Intel! Being a fanboy makes no sence, that is the only reason why I don't like fanboyistic stupid discussions
The difference between you and some other fanboys, whether they are blue or green is that you understand the things and know something more about your love AMD and its K8 processors.
I don't care about AMD or Intel. I buy what is more valuable for my money and I don't give a sh!t about its label.
I prefer AMD since Athlon K7 came. Actually I have only 2 Intel computers purchased in the past 5 years and 10 AMD. It is my HP Compaq nx8220 notebook with Pentium M 760 (Dothan) processor and a desktop with 1.8A Northwood with ASUS P4T-E i850 and RDRAM.

Erm......*cough*, eh, what?

I never said AMD is the best, and I am most certainly not a fanboy (some people think I am). I inform people of what's best when it's the best and make sure people know it. I feel like House on the show "House", he's always right but nobody wants to admit it, =/.

~~Mad Mod Mike, pimpin' the world 1 rig at a time House is awesome, that and Mythbusters!
April 13, 2006 2:59:07 AM

Quote:
MU_Engineer, yeap. That was my point, but 9-inch don't get it.
He has green metal blocks stucked infront of his eyes.:) 


And yours are blue.... 8O

~~Mad Mod Mike, pimpin' the world 1 rig at a time
no mike, you are wrong....just becouse you have a stereotypic point of view at the things. You think that everyone that doesn't agree with your opinion that AMD is the only and the best, is actualy fanboy of its rival-Intel! Being a fanboy makes no sence, that is the only reason why I don't like fanboyistic stupid discussions
The difference between you and some other fanboys, whether they are blue or green is that you understand the things and know something more about your love AMD and its K8 processors.
I don't care about AMD or Intel. I buy what is more valuable for my money and I don't give a sh!t about its label.
I prefer AMD since Athlon K7 came. Actually I have only 2 Intel computers purchased in the past 5 years and 10 AMD. It is my HP Compaq nx8220 notebook with Pentium M 760 (Dothan) processor and a desktop with 1.8A Northwood with ASUS P4T-E i850 and RDRAM.

Erm......*cough*, eh, what?

I never said AMD is the best, and I am most certainly not a fanboy (some people think I am). I inform people of what's best when it's the best and make sure people know it. I feel like House on the show "House", he's always right but nobody wants to admit it, =/.

~~Mad Mod Mike, pimpin' the world 1 rig at a time House is awesome, that and Mythbusters!

Tru64, but Adam doesn't really know a whole lot, he's kinda a moron when it comes to things sometimes. Jaime knows his sh!t more than Adam.

~~Mad Mod Mike, pimpin' the world 1 rig at a time
April 13, 2006 3:06:41 AM

Quote:

Tru64, but Adam doesn't really know a whole lot, he's kinda a moron when it comes to things sometimes. Jaime knows his sh!t more than Adam.

~~Mad Mod Mike, pimpin' the world 1 rig at a time
So true, its on at 9 pm where I live tonight. 53 minutes and 26 seconds.
April 13, 2006 3:34:24 AM

Quote:


Ok guys, let's calm down for a second.... AMD had a tremendous Q4 '05, and a great Q1 '06 in terms of bottom line. Intel actually had a great (not tremendous) Q4 '05 and they are going to have a mediocre Q1 '06. The trend there are a few factors, AMD is making in roads (a tribute to them), Intel mis-stepped on chipsets, and the market is starting to soften up a bit.

Now, AMD specifically, 1.33 Bil. with net profit of 185 Mil. or 13.9 % net profit margin. This is significantly up from Q4 '05 where they had to deal with the Spansion charge of rougly 150 mill. give or take (without looking it up). Overall a solid quarter, let's pick out the highlights from their SEC filings which go beyond the bottom line.

* Gross margin at 58.5% - these are Intel type numbers. This is up from 34.2% from YOY quarter, just massive and great news for AMD and fans alike.
* Inventory levels are low, running at about 13% of current assets.
* Property plant and equipment assets of 2.87 billion, which after dumping Spansion, actually increased, showing initial build of Fab 36.

Now, AMD guided flat to slightly down in Q2, so why the after hours dump? Is AMD going to fall tomorrow and trend downward as they have the past several weeks. Hard to tell.. but here are the lowlights:

- Total liabilities went up vs YOY and interest expense went up YOY, what does this mean -- AMD is carrying a heavier debt load now than then. I.e. rather than paying off low grade debt they are sinking it back into itself. Hmmmmmmm......gamble if they cannot continue grabbing share.
- Depreciation totalled 174 million, which is low for now as it did not (and was not required) to be included in the Q1 report from Fab 36 depreciation. Next quarter should kick in depreciation from all that new equipment.
- Inventory levels are low, running at about 13% of current assets (yes both a highlight and low light)--I would have expected this a little lower based on their capacity rumblings Intel typically runs between 10-13% on finished goods as I recall.
- Then, of course, is the impending price war that will be waged together with a product refresh to a new socket and new products from Intel.

Overall, if AMD can push this momentum forward next quarter, weather the price war, and survive Woodcrest/Conroe there is a good shot they will string together many many profitable quarters.

Then again, they are gambling on Fab 36, and to get an ROI they will need to sell processors. It is very early to tell how this will over all pan out. If Intel's product refresh recaptures much share, (and Intel has stated it's goal is to reclaim share) it may get tight.


There is a saying on wall street: Buy the rumor and sell the news. I believe this is exactly what happened here to account for the after hours selloff. The rumor was that AMD would make the numbers so everybody buys into it. Once the news breaks, all the big players have already bought in. This doesn't leave too much money on the sides to buy in after the news. So everyone sells to lock in a profit. This is very typical.

As far as where the stock goes from here, I would say it will go sideways to slightly down for the next 6 months. 2nd quarter is typically the weakest quarter for not only CPU companies but the entire semiconductor industry.

AMD's current stock performance is reminiscent of the old k-7 days before intel came out with the P-4 C northwoods. I remember AMD trading up to the high 70's only to eventually fall below $3 per share right before the K-8 launch. I could easily see this scenario repeating itself. So those of you who are long AMD stock, I would strongly consider taking some profits here. Especially with the conroe/woodcrest monster on the horizon and intel's ability to manufacture them much more cheaply than AMD.

Thats a lot of uncertainty and wall street will sell the hell out of uncertainty.

AMD simply has to be on 65nm sooner rather than later or their margins will be in serious trouble. Especially if intel ramps 45nm before AMD gets all the kinks worked out of 65nm.
April 13, 2006 3:39:07 AM

Quote:


Ok guys, let's calm down for a second.... AMD had a tremendous Q4 '05, and a great Q1 '06 in terms of bottom line. Intel actually had a great (not tremendous) Q4 '05 and they are going to have a mediocre Q1 '06. The trend there are a few factors, AMD is making in roads (a tribute to them), Intel mis-stepped on chipsets, and the market is starting to soften up a bit.

Now, AMD specifically, 1.33 Bil. with net profit of 185 Mil. or 13.9 % net profit margin. This is significantly up from Q4 '05 where they had to deal with the Spansion charge of rougly 150 mill. give or take (without looking it up). Overall a solid quarter, let's pick out the highlights from their SEC filings which go beyond the bottom line.

* Gross margin at 58.5% - these are Intel type numbers. This is up from 34.2% from YOY quarter, just massive and great news for AMD and fans alike.
* Inventory levels are low, running at about 13% of current assets.
* Property plant and equipment assets of 2.87 billion, which after dumping Spansion, actually increased, showing initial build of Fab 36.

Now, AMD guided flat to slightly down in Q2, so why the after hours dump? Is AMD going to fall tomorrow and trend downward as they have the past several weeks. Hard to tell.. but here are the lowlights:

- Total liabilities went up vs YOY and interest expense went up YOY, what does this mean -- AMD is carrying a heavier debt load now than then. I.e. rather than paying off low grade debt they are sinking it back into itself. Hmmmmmmm......gamble if they cannot continue grabbing share.
- Depreciation totalled 174 million, which is low for now as it did not (and was not required) to be included in the Q1 report from Fab 36 depreciation. Next quarter should kick in depreciation from all that new equipment.
- Inventory levels are low, running at about 13% of current assets (yes both a highlight and low light)--I would have expected this a little lower based on their capacity rumblings Intel typically runs between 10-13% on finished goods as I recall.
- Then, of course, is the impending price war that will be waged together with a product refresh to a new socket and new products from Intel.

Overall, if AMD can push this momentum forward next quarter, weather the price war, and survive Woodcrest/Conroe there is a good shot they will string together many many profitable quarters.

Then again, they are gambling on Fab 36, and to get an ROI they will need to sell processors. It is very early to tell how this will over all pan out. If Intel's product refresh recaptures much share, (and Intel has stated it's goal is to reclaim share) it may get tight.


There is a saying on wall street: Buy the rumor and sell the news. I believe this is exactly what happened here to account for the after hours selloff. The rumor was that AMD would make the numbers so everybody buys into it. Once the news breaks, all the big players have already bought in. This doesn't leave too much money on the sides to buy in after the news. So everyone sells to lock in a profit. This is very typical.

As far as where the stock goes from here, I would say it will go sideways to slightly down for the next 6 months. 2nd quarter is typically the weakest quarter for not only CPU companies but the entire semiconductor industry.

AMD's current stock performance is reminiscent of the old k-7 days before intel came out with the P-4 C northwoods. I remember AMD trading up to the high 70's only to eventually fall below $3 per share right before the K-8 launch. I could easily see this scenario repeating itself. So those of you who are long AMD stock, I would strongly consider taking some profits here. Especially with the conroe/woodcrest monster on the horizon and intel's ability to manufacture them much more cheaply than AMD.

Thats a lot of uncertainty and wall street will sell the hell out of uncertainty.

AMD simply has to be on 65nm sooner rather than later or their margins will be in serious trouble. Especially if intel ramps 45nm before AMD gets all the kinks worked out of 65nm.
April 13, 2006 3:43:21 AM

Quote:


Ok guys, let's calm down for a second.... AMD had a tremendous Q4 '05, and a great Q1 '06 in terms of bottom line. Intel actually had a great (not tremendous) Q4 '05 and they are going to have a mediocre Q1 '06. The trend there are a few factors, AMD is making in roads (a tribute to them), Intel mis-stepped on chipsets, and the market is starting to soften up a bit.

Now, AMD specifically, 1.33 Bil. with net profit of 185 Mil. or 13.9 % net profit margin. This is significantly up from Q4 '05 where they had to deal with the Spansion charge of rougly 150 mill. give or take (without looking it up). Overall a solid quarter, let's pick out the highlights from their SEC filings which go beyond the bottom line.

* Gross margin at 58.5% - these are Intel type numbers. This is up from 34.2% from YOY quarter, just massive and great news for AMD and fans alike.
* Inventory levels are low, running at about 13% of current assets.
* Property plant and equipment assets of 2.87 billion, which after dumping Spansion, actually increased, showing initial build of Fab 36.

Now, AMD guided flat to slightly down in Q2, so why the after hours dump? Is AMD going to fall tomorrow and trend downward as they have the past several weeks. Hard to tell.. but here are the lowlights:

- Total liabilities went up vs YOY and interest expense went up YOY, what does this mean -- AMD is carrying a heavier debt load now than then. I.e. rather than paying off low grade debt they are sinking it back into itself. Hmmmmmmm......gamble if they cannot continue grabbing share.
- Depreciation totalled 174 million, which is low for now as it did not (and was not required) to be included in the Q1 report from Fab 36 depreciation. Next quarter should kick in depreciation from all that new equipment.
- Inventory levels are low, running at about 13% of current assets (yes both a highlight and low light)--I would have expected this a little lower based on their capacity rumblings Intel typically runs between 10-13% on finished goods as I recall.
- Then, of course, is the impending price war that will be waged together with a product refresh to a new socket and new products from Intel.

Overall, if AMD can push this momentum forward next quarter, weather the price war, and survive Woodcrest/Conroe there is a good shot they will string together many many profitable quarters.

Then again, they are gambling on Fab 36, and to get an ROI they will need to sell processors. It is very early to tell how this will over all pan out. If Intel's product refresh recaptures much share, (and Intel has stated it's goal is to reclaim share) it may get tight.


There is a saying on wall street: Buy the rumor and sell the news. I believe this is exactly what happened here to account for the after hours selloff. The rumor was that AMD would make the numbers so everybody buys into it. Once the news breaks, all the big players have already bought in. This doesn't leave too much money on the sides to buy in after the news. So everyone sells to lock in a profit. This is very typical.

As far as where the stock goes from here, I would say it will go sideways to slightly down for the next 6 months. 2nd quarter is typically the weakest quarter for not only CPU companies but the entire semiconductor industry.

AMD's current stock performance is reminiscent of the old k-7 days before intel came out with the P-4 C northwoods. I remember AMD trading up to the high 70's only to eventually fall below $3 per share right before the K-8 launch. I could easily see this scenario repeating itself. So those of you who are long AMD stock, I would strongly consider taking some profits here. Especially with the conroe/woodcrest monster on the horizon and intel's ability to manufacture them much more cheaply than AMD.

Thats a lot of uncertainty and wall street will sell the hell out of uncertainty.

AMD simply has to be on 65nm sooner rather than later or their margins will be in serious trouble. Especially if intel ramps 45nm before AMD gets all the kinks worked out of 65nm.

Without blowing this into an essay like alot of people here can and will do, let me touch on some of your points....shall I?

1. If Cache-Thrashing proves to be true (and it IS a thing that can happen Intel-Lovers) than this means B-A-D news for Woodcrest, and would lead to Intel's Demise in the Server Market.

2. Conroe & Woodcrest, with early benchmarks from even Intel IDF, AnandTech, and 3rd partes, pits Conroe not too far ahead of AMD's K8, and that's another FACT Intel-Lovers.

3. AMD has already demo'd 65nm and showed off 45nm, as well as stated they had 65nm since January of this year.

AMD will not be late on these things, everybody on these forums keeps saying "I Personally use blah-blah" or "AMD needs to blah blah before they blah blah", and the truth is simple: Nobody cares what you use, nobody cares what your personal opinion is (likewise for mine) and AMD WILL meet their deadlines as well as Intel will, so there is enough pussy-footing around with crap-talk about deadline BS. We already know AMD's 130nm beat Intel's 90nm, and AMD's 90nm still beats Intel's 65nm, so what's not to be that AMD's 65nm beats Intel's 45nm? Exactly, everybody pull your heads out of your asses and stop trying to be a neutral party or get props because you can read a book and say "this is the molecular reason why blah blah", because technicalities mean JACK to RW End-Users my friends......sheesh...

~~Mad Mod Mike, pimpin' the world 1 rig at a time
April 13, 2006 3:51:57 AM

here I thought the purpose of a forum was to share personal views and technical details, it does not have to necessarily be the way you think it should be. I for one like having productive discussions, not AMD or Intel bashing sessions, but something that gives actual details and facts on what's going on. I also enjoy hearing other's personal opinions, even if you don't. :) 
April 13, 2006 3:54:04 AM

Quote:
here I thought the purpose of a forum was to share personal views and technical details, it does not have to necessarily be the way you think it should be. I for one like having productive discussions, not AMD or Intel bashing sessions, but something that gives actual details and facts on what's going on. I also enjoy hearing other's personal opinions, even if you don't. :) 


I'm talking about the constant people who say the same thing, "I use AMD now because it's better but later on Conroe looks better"....well...as Mencia says, "DERR DERR DERRRRRRRRRRRRRR", it gets a bit old seeing the same person say the same thing over and over and over again like a broken record. Add in everybody trying to say "I'm neutral and cool" and you have one f*d up party with a chimpanzee with its head cut off.

~~Mad Mod Mike, pimpin' the world 1 rig at a time
April 13, 2006 4:02:03 AM

Mike you are missing a big point on 65nm Intel vs. 90nm AMD

The point is that production costs are higher for 90nm than 65nm on a per chip basis. Hasn't been a problem thus far for AMD because they have had the superior architecture and can charge a premium for it.

What happens when intel releases a chip that not only matches AMD's finest but actually beats it? At that point intel is able to control prices and since they have lower per chip production costs, they can exert some huge downward pressure on AMD's gross margins, possibly even putting them back in the red.

Don't say it can't happen, because it has happened before. Remember AMD stock below $3 just a few years ago? I do.
April 13, 2006 4:04:52 AM

Quote:
Mike you are missing a big point on 65nm Intel vs. 90nm AMD

The point is that production costs are higher for 90nm than 65nm on a per chip basis. Hasn't been a problem thus far for AMD because they have had the superior architecture and can charge a premium for it.

What happens when intel releases a chip that not only matches AMD's finest but actually beats it? At that point intel is able to control prices and since they have lower per chip production costs, they can exert some huge downward pressure on AMD's gross margins, possibly even putting them back in the red.

Don't say it can't happen, because it has happened before. Remember AMD stock below $3 just a few years ago? I do.


AMD charged a premium for their K8's over P4's? When was this, was this right after pigs flew? Cuz I gotta tell ya man, those details escaped me. K8 was better AND cheaper, which leads me to believe their 65nm will be CHEAPER, and with SGoI and other refinements, also BETTER than "Conroe" and if Cache-Thrashing proves to be as bad as it is, Intel will LOSE the Server Market Performance to Opteron 64's. I'm not missing anything, I choose to leave out the things that are implied. (I leave the title of "Captain Obvious" to other people)

~~Mad Mod Mike, pimpin' the world 1 rig at a time
April 13, 2006 4:12:32 AM

Quote:
here I thought the purpose of a forum was to share personal views and technical details, it does not have to necessarily be the way you think it should be. I for one like having productive discussions, not AMD or Intel bashing sessions, but something that gives actual details and facts on what's going on. I also enjoy hearing other's personal opinions, even if you don't. :) 


I'm talking about the constant people who say the same thing, "I use AMD now because it's better but later on Conroe looks better"....well...as Mencia says, "DERR DERR DERRRRRRRRRRRRRR", it gets a bit old seeing the same person say the same thing over and over and over again like a broken record. Add in everybody trying to say "I'm neutral and cool" and you have one f*d up party with a chimpanzee with its head cut off.

~~Mad Mod Mike, pimpin' the world 1 rig at a time

lmao, you're right.
April 13, 2006 4:13:24 AM

Quote:

Without blowing this into an essay like alot of people here can and will do, let me touch on some of your points....shall I?

1. If Cache-Thrashing proves to be true (and it IS a thing that can happen Intel-Lovers) than this means B-A-D news for Woodcrest, and would lead to Intel's Demise in the Server Market.

2. Conroe & Woodcrest, with early benchmarks from even Intel IDF, AnandTech, and 3rd partes, pits Conroe not too far ahead of AMD's K8, and that's another FACT Intel-Lovers.

3. AMD has already demo'd 65nm and showed off 45nm, as well as stated they had 65nm since January of this year.

AMD will not be late on these things, everybody on these forums keeps saying "I Personally use blah-blah" or "AMD needs to blah blah before they blah blah", and the truth is simple: Nobody cares what you use, nobody cares what your personal opinion is (likewise for mine) and AMD WILL meet their deadlines as well as Intel will, so there is enough pussy-footing around with crap-talk about deadline BS. We already know AMD's 130nm beat Intel's 90nm, and AMD's 90nm still beats Intel's 65nm, so what's not to be that AMD's 65nm beats Intel's 45nm? Exactly, everybody pull your heads out of your asses and stop trying to be a neutral party or get props because you can read a book and say "this is the molecular reason why blah blah", because technicalities mean JACK to RW End-Users my friends......sheesh...

~~Mad Mod Mike, pimpin' the world 1 rig at a time
I would have to partially disagree. At any point in time Intel can meet or beat AMD's performance, it depends what they do. You shouldn't assume that the future will be the same as the past, it a whole different core than what they were using (other than the fact its a suped-up Pentium Pro). You say that you don't blindly support AMD, but why is it you assume that AMD will be the best forever? You may deny that you do, but thats what your coming across as, so that is how I will take it. Many thought Intel would forever pwn AMD, but they were sorely disappointed. Who's to say that the tables can't turn again? The so called "FACTual," benchmarks? Neither Conroe or AM2 have been officially released, so any "reviews," should either be consumed by readers as a lie or a marketing ploy. Until they have been released for mass market, reviews cannot be considered credible for the tested CPU's are not the final product. Some may say how much can a prototype vary from final product? A lot. Unlikely, but still. Why can't I be neutral? Why should I submit to peer pressure and idiotic fanboyism? I don't want to be associated with the neanderthalistic crackpots that eat up whatever untruthful crap a company can come up with. And besides, I don't believe or condone a is all end all monopolistic super company. Some claim that Intel is a price gouging retarded monkey with a tire iron grabing every piece of currency and every bit of stock they can. But if you think that the moral abiding AMD would not do the same, you are largely mistaken. Some of you wish that AMD was the bigger company so they could flood the Earth with superior products (which they currently make) at a better price and Intel did not exist. No matter what company, if there isn't competition, they can charge whatever they want and no one has a say. AMD is susceptable to prefering money over customer service just like Intel. Put that in your pipe and smoke it, you fanboys!
April 13, 2006 4:21:30 AM

I will agree with you in one regard mike, and that that is there are a lot of unknowns going forward. It will be interesting to see how it all plays out.

I personally wouldnt mind seeing AMD fall to about $5 a share again becuase I would certainly like to own it before the K8 successor is released. Yes I think AMD is an outstanding company. Unlike you though I cant put blinders on as to what intel is currently doing and assume a best case scenario for AMD.

I give the greatest probablilty to an intel success and AMD market share erosion. Not that that is what will happen, I just think its the most likely outcome given all the information currently available.
April 13, 2006 4:22:00 AM

Quote:

Without blowing this into an essay like alot of people here can and will do, let me touch on some of your points....shall I?

1. If Cache-Thrashing proves to be true (and it IS a thing that can happen Intel-Lovers) than this means B-A-D news for Woodcrest, and would lead to Intel's Demise in the Server Market.

2. Conroe & Woodcrest, with early benchmarks from even Intel IDF, AnandTech, and 3rd partes, pits Conroe not too far ahead of AMD's K8, and that's another FACT Intel-Lovers.

3. AMD has already demo'd 65nm and showed off 45nm, as well as stated they had 65nm since January of this year.

AMD will not be late on these things, everybody on these forums keeps saying "I Personally use blah-blah" or "AMD needs to blah blah before they blah blah", and the truth is simple: Nobody cares what you use, nobody cares what your personal opinion is (likewise for mine) and AMD WILL meet their deadlines as well as Intel will, so there is enough pussy-footing around with crap-talk about deadline BS. We already know AMD's 130nm beat Intel's 90nm, and AMD's 90nm still beats Intel's 65nm, so what's not to be that AMD's 65nm beats Intel's 45nm? Exactly, everybody pull your heads out of your asses and stop trying to be a neutral party or get props because you can read a book and say "this is the molecular reason why blah blah", because technicalities mean JACK to RW End-Users my friends......sheesh...

~~Mad Mod Mike, pimpin' the world 1 rig at a time
I would have to partially disagree. At any point in time Intel can meet or beat AMD's performance, it depends what they do. You shouldn't assume that the future will be the same as the past, it a whole different core than what they were using (other than the fact its a suped-up Pentium Pro). You say that you don't blindly support AMD, but why is it you assume that AMD will be the best forever? You may deny that you do, but thats what your coming across as, so that is how I will take it. Many thought Intel would forever pwn AMD, but they were sorely disappointed. Who's to say that the tables can't turn again? The so called "FACTual," benchmarks? Neither Conroe or AM2 have been officially released, so any "reviews," should either be consumed by readers as a lie or a marketing ploy. Until they have been released for mass market, reviews cannot be considered credible for the tested CPU's are not the final product. Some may say how much can a prototype vary from final product? A lot. Unlikely, but still. Why can't I be neutral? Why should I submit to peer pressure and idiotic fanboyism? I don't want to be associated with the neanderthalistic crackpots that eat up whatever untruthful crap a company can come up with. And besides, I don't believe or condone a is all end all monopolistic super company. Some claim that Intel is a price gouging retarded monkey with a tire iron grabing every piece of currency and every bit of stock they can. But if you think that the moral abiding AMD would not do the same, you are largely mistaken. Some of you wish that AMD was the bigger company so they could flood the Earth with superior products (which they currently make) at a better price and Intel did not exist. No matter what company, if there isn't competition, they can charge whatever they want and no one has a say. AMD is susceptable to prefering money over customer service just like Intel. Put that in your pipe and smoke it, you fanboys!

Glad you got that off your chest? Gonna help you sleep better tonight? The fact is, shadowman, that the world doesn't always go round, and there ARE some companies and people that care about consumers, kinda like AMD. AMD puts customers needs ahead, unlike Intel who tries to get their grubby little paws on anything and everything possible.

The fact you attack fanboys is kinda an OxyMoron, being yourself a fanboy of Intel (please, spare me the long essay of your history with CPU's of "I Used Intel and AMD", because that means didly squat to me) and therefore, I nor anybody else should listen to you.

The truth is no, you can't be neutral. Why? because there IS NO gray area, there is Black and there is White, nothing else. There are fanboys out there who are obsessed with a CPU (kinda a disturbing thought) and others who buy what's best, and than there's people like me...people who know what's best and make sure PEOPLE know what's best, and that's that. There's no need explaining how important competition is, but when there's 2 companies, there isn't much room for competition but rather "Who can lie better?" mentality comes to mind, but it's often fought off with shear gross sincere mentality of another.....or summin like dat.

~~Mad Mod Mike, pimpin' the world 1 rig at a time
April 13, 2006 4:24:49 AM

Quote:
I will agree with you in one regard mike, and that that is there are a lot of unknowns going forward. It will be interesting to see how it all plays out.

I personally wouldnt mind seeing AMD fall to about $5 a share again becuase I would certainly like to own it before the K8 successor is released. Yes I think AMD is an outstanding company. Unlike you though I cant put blinders on as to what intel is currently doing and assume a best case scenario for AMD.

I give the greatest probablilty to an intel success and AMD market share erosion. Not that that is what will happen, I just think its the most likely outcome given all the information currently available.


Yea see, my point exactly, you and everybody else operate on Theories, while I operate on Reality. In THEORY, the world could be peaceful or at least, partially peaceful to some extent, but than why do we all turn on our friends and how come our brothers and sisters are starving on the street? What really happens and what we THINK will happen, are never the same, I don't care if you're the best "analyst" in the world, you're always wrong in some right.

~~Mad Mod Mike, pimpin' the world 1 rig at a time
April 13, 2006 4:31:03 AM

See mike the neat thing about the future is that it hasn't happened yet. What harm is there in speculating what might happen a few months down the road. Oftentimes speculation makes for good debate and conversation.

Try not to be so closed minded man.
April 13, 2006 4:31:48 AM

I'll summarize my thought like this: I'am not a fanboy, damnit, I don't know how clear I can possibly make that considering how much I have explained it it many of my other posts. I've seen many saying that you assume anyone that attacks AMD must be an Intel fanboy. I've disagreed with that until now. Got new for you, I, if anything, am a person that prefers AMD, wether they are better or not, simply because I have had better experience with them. You can say that I'm an Intel fanboy all you want, but many others here know that I'am not. Jeez, what the hell am I doing feeding into your BS. I'm done with you Mike.
April 13, 2006 4:36:11 AM

Quote:
I'll summarize my thought like this: I'am not a fanboy, damnit, I don't know how clear I can possibly make that considering how much I have explained it it many of my other posts. I've seen many saying that you assume anyone that attacks AMD must be an Intel fanboy. I've disagreed with that until now. Got new for you, I, if anything, am a person that prefers AMD, wether they are better or not, simply because I have had better experience with them. You can say that I'm an Intel fanboy all you want, but many others here know that I'am not. Jeez, what the hell am I doing feeding into your BS. I'm done with you Mike.


Yeah better to just ignore him. He can't see the forest for all the trees.

Oh and another thing if he really is in Hong Kong right now, what the hell is he doing hanging around this forum? If I were visiting Hong Kong, this forum would be the furthest thing from my mind.
April 13, 2006 4:36:45 AM

Quote:
I'll summarize my thought like this: I'am not a fanboy, damnit, I don't know how clear I can possibly make that considering how much I have explained it it many of my other posts. I've seen many saying that you assume anyone that attacks AMD must be an Intel fanboy. I've disagreed with that until now. Got new for you, I, if anything, am a person that prefers AMD, wether they are better or not, simply because I have had better experience with them. You can say that I'm an Intel fanboy all you want, but many others here know that I'am not. Jeez, what the hell am I doing feeding into your BS. I'm done with you Mike.


But we never got to our first date! I expected Roses and a nice dinner at a fancy restaurant! I cooked and cleaned for you and this is the thanks I get! :( .

@GR8: Maybe I'm psychic? ;) 

~~Mad Mod Mike, pimpin' the world 1 rig at a time
April 13, 2006 4:38:06 AM

Quote:
I'll summarize my thought like this: I'am not a fanboy, damnit, I don't know how clear I can possibly make that considering how much I have explained it it many of my other posts. I've seen many saying that you assume anyone that attacks AMD must be an Intel fanboy. I've disagreed with that until now. Got new for you, I, if anything, am a person that prefers AMD, wether they are better or not, simply because I have had better experience with them. You can say that I'm an Intel fanboy all you want, but many others here know that I'am not. Jeez, what the hell am I doing feeding into your BS. I'm done with you Mike.


Yeah better to just ignore him. He can't see the forest for all the trees.

Oh and another thing if he really is in Hong Kong right now, what the hell is he doing hanging around this forum? If I were visiting Hong Kong, this forum would be the furthest thing from my mind.

Yea I better hit up the joint and start partying like it's 1999! :roll:

~~Mad Mod Mike, pimpin' the world 1 rig at a time
April 13, 2006 4:39:01 AM

Quote:
I'll summarize my thought like this: I'am not a fanboy, damnit, I don't know how clear I can possibly make that considering how much I have explained it it many of my other posts. I've seen many saying that you assume anyone that attacks AMD must be an Intel fanboy. I've disagreed with that until now. Got new for you, I, if anything, am a person that prefers AMD, wether they are better or not, simply because I have had better experience with them. You can say that I'm an Intel fanboy all you want, but many others here know that I'am not. Jeez, what the hell am I doing feeding into your BS. I'm done with you Mike.


But we never got to our first date! I expected Roses and a nice dinner at a fancy restaurant! I cooked and cleaned for you and this is the thanks I get! :( .

@GR8: Maybe I'm psychic? ;) 

~~Mad Mod Mike, pimpin' the world 1 rig at a time I've respected you until now, you are acting childish.
April 13, 2006 4:41:01 AM

Wow Mike! 1800 posts in 2.5 months! Thats not a habit, thats an unhealthy addiction. You should get out more man.

Its obvious what has happened: you have spent so much time in a closed room in front of your computer that it has affected your sanity.
April 13, 2006 4:58:06 AM

Quote:

But we never got to our first date! I expected Roses and a nice dinner at a fancy restaurant! I cooked and cleaned for you and this is the thanks I get! :( .

@GR8: Maybe I'm psychic? ;) 

~~Mad Mod Mike, pimpin' the world 1 rig at a time


err, more like psychotic...
April 13, 2006 5:19:20 AM

Quote:
3. AMD has already demo'd 65nm and showed off 45nm, as well as stated they had 65nm since January of this year.


Could you provide a link to the news release for this demo?

Thanks,
Jack

Not likely since it hasn't happened yet.
April 13, 2006 5:41:07 AM

Quote:


Ok guys, let's calm down for a second.... AMD had a tremendous Q4 '05, and a great Q1 '06 in terms of bottom line. Intel actually had a great (not tremendous) Q4 '05 and they are going to have a mediocre Q1 '06. The trend there are a few factors, AMD is making in roads (a tribute to them), Intel mis-stepped on chipsets, and the market is starting to soften up a bit.

Now, AMD specifically, 1.33 Bil. with net profit of 185 Mil. or 13.9 % net profit margin. This is significantly up from Q4 '05 where they had to deal with the Spansion charge of rougly 150 mill. give or take (without looking it up). Overall a solid quarter, let's pick out the highlights from their SEC filings which go beyond the bottom line.

* Gross margin at 58.5% - these are Intel type numbers. This is up from 34.2% from YOY quarter, just massive and great news for AMD and fans alike.
* Inventory levels are low, running at about 13% of current assets.
* Property plant and equipment assets of 2.87 billion, which after dumping Spansion, actually increased, showing initial build of Fab 36.

Now, AMD guided flat to slightly down in Q2, so why the after hours dump? Is AMD going to fall tomorrow and trend downward as they have the past several weeks. Hard to tell.. but here are the lowlights:

- Total liabilities went up vs YOY and interest expense went up YOY, what does this mean -- AMD is carrying a heavier debt load now than then. I.e. rather than paying off low grade debt they are sinking it back into itself. Hmmmmmmm......gamble if they cannot continue grabbing share.
- Depreciation totalled 174 million, which is low for now as it did not (and was not required) to be included in the Q1 report from Fab 36 depreciation. Next quarter should kick in depreciation from all that new equipment.
- Inventory levels are low, running at about 13% of current assets (yes both a highlight and low light)--I would have expected this a little lower based on their capacity rumblings Intel typically runs between 10-13% on finished goods as I recall.
- Then, of course, is the impending price war that will be waged together with a product refresh to a new socket and new products from Intel.

Overall, if AMD can push this momentum forward next quarter, weather the price war, and survive Woodcrest/Conroe there is a good shot they will string together many many profitable quarters.

Then again, they are gambling on Fab 36, and to get an ROI they will need to sell processors. It is very early to tell how this will over all pan out. If Intel's product refresh recaptures much share, (and Intel has stated it's goal is to reclaim share) it may get tight.


There is a saying on wall street: Buy the rumor and sell the news. I believe this is exactly what happened here to account for the after hours selloff. The rumor was that AMD would make the numbers so everybody buys into it. Once the news breaks, all the big players have already bought in. This doesn't leave too much money on the sides to buy in after the news. So everyone sells to lock in a profit. This is very typical.

As far as where the stock goes from here, I would say it will go sideways to slightly down for the next 6 months. 2nd quarter is typically the weakest quarter for not only CPU companies but the entire semiconductor industry.

AMD's current stock performance is reminiscent of the old k-7 days before intel came out with the P-4 C northwoods. I remember AMD trading up to the high 70's only to eventually fall below $3 per share right before the K-8 launch. I could easily see this scenario repeating itself. So those of you who are long AMD stock, I would strongly consider taking some profits here. Especially with the conroe/woodcrest monster on the horizon and intel's ability to manufacture them much more cheaply than AMD.

Thats a lot of uncertainty and wall street will sell the hell out of uncertainty.

AMD simply has to be on 65nm sooner rather than later or their margins will be in serious trouble. Especially if intel ramps 45nm before AMD gets all the kinks worked out of 65nm.

Without blowing this into an essay like alot of people here can and will do, let me touch on some of your points....shall I?

1. If Cache-Thrashing proves to be true (and it IS a thing that can happen Intel-Lovers) than this means B-A-D news for Woodcrest, and would lead to Intel's Demise in the Server Market.

2. Conroe & Woodcrest, with early benchmarks from even Intel IDF, AnandTech, and 3rd partes, pits Conroe not too far ahead of AMD's K8, and that's another FACT Intel-Lovers.

3. AMD has already demo'd 65nm and showed off 45nm, as well as stated they had 65nm since January of this year.

AMD will not be late on these things, everybody on these forums keeps saying "I Personally use blah-blah" or "AMD needs to blah blah before they blah blah", and the truth is simple: Nobody cares what you use, nobody cares what your personal opinion is (likewise for mine) and AMD WILL meet their deadlines as well as Intel will, so there is enough pussy-footing around with crap-talk about deadline BS. We already know AMD's 130nm beat Intel's 90nm, and AMD's 90nm still beats Intel's 65nm, so what's not to be that AMD's 65nm beats Intel's 45nm? Exactly, everybody pull your heads out of your asses and stop trying to be a neutral party or get props because you can read a book and say "this is the molecular reason why blah blah", because technicalities mean JACK to RW End-Users my friends......sheesh...

~~Mad Mod Mike, pimpin' the world 1 rig at a time

Cache thrashing isn't something to worry since it's all controlled on a hardware level. The machine isn't going to get fudged up on a shared stack since everything is tagged; the whole idea is rather amusing.

The .45u demo was SRAM not working IC, it's showing the lithography equipment can operate at that wave length, nothing spectacular and yes this goes for Intel its easy to make SRAM not so easy to etch logic IC.

As for the .65u they are shipping but no where has it been stated they are revenue generating, in another words the yields aren't profitable yet. By mid 2007 they will have "substantially converted" to 0.65u.

As well the AMD's .9u being somehow better than Intel's .65u process doesn't make sense the issue with the design of the Prescott is what made the process look poorly but when you look at the Dothan its obvious there is nothing wrong with the process all that was wrong was the design of the core.
April 13, 2006 5:42:20 AM

Quote:
here I thought the purpose of a forum was to share personal views and technical details, it does not have to necessarily be the way you think it should be. I for one like having productive discussions, not AMD or Intel bashing sessions, but something that gives actual details and facts on what's going on. I also enjoy hearing other's personal opinions, even if you don't. :) 


I'm talking about the constant people who say the same thing, "I use AMD now because it's better but later on Conroe looks better"....well...as Mencia says, "DERR DERR DERRRRRRRRRRRRRR", it gets a bit old seeing the same person say the same thing over and over and over again like a broken record. Add in everybody trying to say "I'm neutral and cool" and you have one f*d up party with a chimpanzee with its head cut off.

~~Mad Mod Mike, pimpin' the world 1 rig at a time

No offence but the same has been said about you so isn't rather moot all together?
April 13, 2006 5:59:29 AM

Quote:

Without blowing this into an essay like alot of people here can and will do, let me touch on some of your points....shall I?

1. If Cache-Thrashing proves to be true (and it IS a thing that can happen Intel-Lovers) than this means B-A-D news for Woodcrest, and would lead to Intel's Demise in the Server Market.

2. Conroe & Woodcrest, with early benchmarks from even Intel IDF, AnandTech, and 3rd partes, pits Conroe not too far ahead of AMD's K8, and that's another FACT Intel-Lovers.

3. AMD has already demo'd 65nm and showed off 45nm, as well as stated they had 65nm since January of this year.

AMD will not be late on these things, everybody on these forums keeps saying "I Personally use blah-blah" or "AMD needs to blah blah before they blah blah", and the truth is simple: Nobody cares what you use, nobody cares what your personal opinion is (likewise for mine) and AMD WILL meet their deadlines as well as Intel will, so there is enough pussy-footing around with crap-talk about deadline BS. We already know AMD's 130nm beat Intel's 90nm, and AMD's 90nm still beats Intel's 65nm, so what's not to be that AMD's 65nm beats Intel's 45nm? Exactly, everybody pull your heads out of your asses and stop trying to be a neutral party or get props because you can read a book and say "this is the molecular reason why blah blah", because technicalities mean JACK to RW End-Users my friends......sheesh...

~~Mad Mod Mike, pimpin' the world 1 rig at a time
I would have to partially disagree. At any point in time Intel can meet or beat AMD's performance, it depends what they do. You shouldn't assume that the future will be the same as the past, it a whole different core than what they were using (other than the fact its a suped-up Pentium Pro). You say that you don't blindly support AMD, but why is it you assume that AMD will be the best forever? You may deny that you do, but thats what your coming across as, so that is how I will take it. Many thought Intel would forever pwn AMD, but they were sorely disappointed. Who's to say that the tables can't turn again? The so called "FACTual," benchmarks? Neither Conroe or AM2 have been officially released, so any "reviews," should either be consumed by readers as a lie or a marketing ploy. Until they have been released for mass market, reviews cannot be considered credible for the tested CPU's are not the final product. Some may say how much can a prototype vary from final product? A lot. Unlikely, but still. Why can't I be neutral? Why should I submit to peer pressure and idiotic fanboyism? I don't want to be associated with the neanderthalistic crackpots that eat up whatever untruthful crap a company can come up with. And besides, I don't believe or condone a is all end all monopolistic super company. Some claim that Intel is a price gouging retarded monkey with a tire iron grabing every piece of currency and every bit of stock they can. But if you think that the moral abiding AMD would not do the same, you are largely mistaken. Some of you wish that AMD was the bigger company so they could flood the Earth with superior products (which they currently make) at a better price and Intel did not exist. No matter what company, if there isn't competition, they can charge whatever they want and no one has a say. AMD is susceptable to prefering money over customer service just like Intel. Put that in your pipe and smoke it, you fanboys!

Glad you got that off your chest? Gonna help you sleep better tonight? The fact is, shadowman, that the world doesn't always go round, and there ARE some companies and people that care about consumers, kinda like AMD. AMD puts customers needs ahead, unlike Intel who tries to get their grubby little paws on anything and everything possible.

The fact you attack fanboys is kinda an OxyMoron, being yourself a fanboy of Intel (please, spare me the long essay of your history with CPU's of "I Used Intel and AMD", because that means didly squat to me) and therefore, I nor anybody else should listen to you.

The truth is no, you can't be neutral. Why? because there IS NO gray area, there is Black and there is White, nothing else. There are fanboys out there who are obsessed with a CPU (kinda a disturbing thought) and others who buy what's best, and than there's people like me...people who know what's best and make sure PEOPLE know what's best, and that's that. There's no need explaining how important competition is, but when there's 2 companies, there isn't much room for competition but rather "Who can lie better?" mentality comes to mind, but it's often fought off with shear gross sincere mentality of another.....or summin like dat.

~~Mad Mod Mike, pimpin' the world 1 rig at a time

You honestly believe AMD cares about their customer base like a mother cares for her child? I will have to say you have a gross misconception of how any corporation operates. They are in it for the shareholders, for the money, and the hoes. Well maybe not the last one but I am sure if you are a multimillionaire that’s a given.

As well 1500 dollars for a 3.0 doesn't sound like they are given them away.

As for everyone being a fan boy I find that amusing, since yes it is silicon and no I don’t measure my penis off my possessions, and no I frankly don't care what Intel nor AMD do, and no I don't need to lie about it because I simply don't care.

I personally am here to get some info for my next computer purchase and no I haven’t decided what I am getting yet and yes I like to correct people when they are grossly incorrect.
!