Rahul sood talks up Intel and AMD

VoodooPC

Mr Sood is back with a new analysis of AMD Intel and how they are doing in his mind.

He made the funniest quote,

Priceless!

I wonder what he mean by 'huge implications on ATI'. Exciting.
And while he was talking about Intel's excellent progress that quote is a classic

Priceless!

Finally, something we agree on. Now, if AMD recovers from the inevitible stick beating by Core2 and it's follow-up, they'll have Intel to thank, right? Or will that just be a natural progression of AMD engineering?


Right now it's not over since Core 2 is not out yet in any numbers. AMD is supposedly releasing a new rev with a 1T command rate on the IMC and more sources are reporting on Dynamic Multithreading.

I think they can handle Core 2 by the end of the year. Maybe sooner. The latest benches show a finite limit to what OC does for Core 2.

Again I'm not downing Inel or doubting benches but K8 has A LOT of fight left.

Huh?

Especially when you put so much spin on the whole situation.

he had very good thigns to say about 4X4. it is not very cost prohibitive to add an HT port. also remember that AMD has 65W chips at REV F2. Imagine what F4 will look like. if CTI earns it's stripes i can see Am2 OC 50%.

Maybe you shoudl read some of his comments. This is a very ProAMD guy.

As for "killer platform", what is new besides a faster FSB? Conroe is all the same old shared FSB architecture that can't be scaled to beyond 4 cores.

The whole Conroe/Woodcrest thing is pre-announcing and paper launch. Servers have very low volume, yet intel couldn't provide any meaningful quantities of chips on the launch day. AMD has K8L working on 65nm too. It's just not ready for mass production at mature yield. AMD is not releasing them because it doesn't want to kill the sales of its current CPUs, and wants to provide a stable and proven product.

That seems to be something Intel doesn't understand. they had enough share that they could have just brought Core to the desktop to get rid of NetBust instead of this leap ahead that will DESTROY their profit margins. even if they do price them up they will still be dragged down by $50 P4s.

This will be a painful time for Intel, financially. And now they're talking about releasing more NetBust chips? What is Otellini smoking over there?

Everything has a finite limit at any given point in time. However, you are assuming that Intel will stand still from here on. Additionaly, the Core 2 OC limit that has been published is going to be a tough hurdle to surmount. I not saying it's impossible, but it will be very difficult...I'll go so far as to say unlikely, especially in 2006.

ATi + Conroe Board Bribe.
Firefox, here I come!

You should have switched a long time ago
I've switched and never looked back at IE again.
The only thing i hate with Firefox is when i start a download it waits there spinning its turbines before it initiates the download... and it eats memory like a hog. V1.5.0.2

Especially when you put so much spin on the whole situation.


But even moreso that it went from 1.4 single to 2.8 dual without mising a beat and using less relative power. Also Henri Richard quoted me in the Part 4 of his interview.


paraphrase
"This is a two horse race. intel needs to get used to it."

It took them 3 years to get to 2.8 WTH are you smokeing?

Nforce 2 anyone?

They are tating no more than 40% - or least that was the last word - in Q107, which means that in 5 months there will be at least 3 P4s for every 10 machines. That too depends on how much Core Solo and Duo they made for Apple. Basically there will be maarket undervaluing until the next Intel core.

Arghhh i forgot about Apple, they will use Woodcrest and Conroe too, damn !
Dell, HP, Apple, IBM, will there be anything left for the joe-shome home PC builder ? lol

WTF?

I thought I might point out that Sood has replied to the slew of comments on his blog. Here's some of the highlights: (Sood is in italics and separate paragrahs are separate responses to different comments.)

And it kind of goes on like that. I know you've mentioned Sood is pro-AMD which may be true, but he's certainly nobody's fool. I think the last statement was most telling in that he feels that Core 2's performance is real with no tricks. Now the pressure is to launch with sufficient quantities.

In regards to this, it's not like Intel is spending time designing new Netburst chips. The ones to be released are parts with no VT support to differentiate them from the flashy "mainstream" Conroes, and to be offered at low price points. I know you point out that Intel won't be making much money on this, but it's doubtful they would lose much money if any at all, with their price cuts. That fact is that Preslers are cheap to make, because of their dual die approach maximizing yields, especially now that both the Netburst design and the 65nm process is matured. It's not like Intel could just stop Netburst production completely anyways since they are going to continue to be in demand in SIPP systems for years to come. Similarly, while consumers can switch to Core 2 immediately, many professionals would be reluctant to move over right away since all their software is optimized for Netburst. This all means that Intel must continue to offer Netburst processors. In such a circumstance, continued refinement of Netburst is definitely appreciated, which is where the D0 stepping comes in. However, the D0 stepping required no effort on Intel's part since the continued improvement of the 65nm process means that the latest processors off the production line run cooler and consume less power. All Intel is doing is labeling them as such. Such actions are not contradictory and don't mean that Otellini is high or otherwise mentally challenged.

http://voodoopc.blogspot.com/2006/ [...] -hare.html

Sharikou's been spamming Sood ever since I pointed Sood's latest blog out to Sharikou when he was here yesterday. They're all down in the comments section below Sood's original blog words. I guess Sood's had enough of Sharikou cluttering up his website.

That was quite entertaining! I just can't understand why anybody would want to go through life getting owned so much. I mean this guy is the biggest glutton for punishment I have ever seen (well, except for possibly BM these last couple days)

I dont even understand why you guys should answer to Sharikou. It sounds like he wouldnt take anything else beside AMD is KING.

[/quote] Intel has pretty much run out of cash and had to sell business for salary money for its workers. You think Intel has plenty of cash? Check their balance sheet. As of 1Q06, they had $13 billion cash, but they had $9.8 billion of bills to pay. Intel's prices have crashed 50%, and their new chips are nowhere to be found. That company is going under, my friend, and they desperately need your business to stay afloat.

I think its not only rude for him to say something like that to a prominent system builder-they desparately need your business to stay afloat? Sounds like he calls Mr. Sood an idiot to use Intel. Sharikou and 9-inch keep saying that the benchies from many good benchmark site is being bribed by Intel. If this is true, time will answer, and Intel Exec. would be incredibly dumb to use this tactics-it wouldnt last long, see what happens to GM and Ford if they havent started to really change their business?

As for "killer platform", what is new besides a faster FSB? Conroe is all the same old shared FSB architecture that can't be scaled to beyond 4 cores.

The whole Conroe/Woodcrest thing is pre-announcing and paper launch. Servers have very low volume, yet intel couldn't provide any meaningful quantities of chips on the launch day. AMD has K8L working on 65nm too. It's just not ready for mass production at mature yield. AMD is not releasing them because it doesn't want to kill the sales of its current CPUs, and wants to provide a stable and proven product.

The voice of ignorance continues to speak.....

Nevertheless, it's pretty amusing to watch Rahul Sood, a pretty big name in the enthusiast computing community, own Sharikou.

That was quite entertaining! I just can't understand why anybody would want to go through life getting owned so much. I mean this guy is the biggest glutton for punishment I have ever seen (well, except for possibly BM these last couple days)

Fellate me.

No one pwned anything here.

All the people at JonesTown drank the poisoned KoolAid. Did that make it right?

Why this is significant is that as you have yourself said, Sood traditionally is a Pro-AMD guy.

And even he has accepted that the Core 2s are good, really good. According to him, "*!%#ing fast".

And, yeah, Sharikou cleanly got owned by Mr. Sood.

I think Sharikou was just pissed that, as he saw it, the most credible AMD supporter in cyberspace was also turned into a "paid pumper"...

Well, Sood has in the past definitely applauded more AMD products than Intel ones, and criticized Intel more than AMD. At least on a personal level, he has been pretty much pro-AMD. Even now, on a personal level, I think he supports AMD more than Intel.

But now, by appreciating the Core products for what they are, he has given one important lesson to people like Sharikou, MMM, 9-inch, BaronMatrix, etc. : that it is possible to be both Pro-AMD AND intelligent.

I never thought that people would take that to mean that he was Anti-Intel. Rahul feels that there should be two CPU suppliers. He makes more money due to greater variety.

Sharikou does get carried away with his opinion. Maybe he used to work for Cyrix.

I'm definitely going to check the thread though.

So HIS COMPANY SELLING THEM DOESN'T SAY THAT HE IS PRO-AMD?

I think you need to check the definition of owned again.

The actual definition is that you paid someone for me. Did you? You must want a refund.