Author Topic: Bad news for AMD (Read 295 times)

bloom25 · « **on:** October 18, 2002, 01:37:21 AM »

It looks like AMD posted a huge $200+ million dollar loss for the quarter. They also delayed the Opteron until Q2 2003 and Q4 2003 for the desktop version of Hammer. Considering the huge losses AMD has been having recently, I really wonder if they'll be able to stay in business until then.

The 2800+ chips compete well enough in performance with the P4, but considering that AMD won't be able to produce very many of them until around December it's likely they'll start to slip way behind Intel in 2003. There is one more Athlon XP core to be released before the Hammer that should improve performance somewhat, but it might be too little too late.

GScholz · « **Reply #1 on:** October 18, 2002, 02:14:43 AM »

Damned Intel-Monopolists!

AKDejaVu · « **Reply #2 on:** October 18, 2002, 09:04:16 AM »

Ah... I had to wait until I got to work for this one...

AMD is reporting that they have enough capital to make it through 2003. Their main problems right now are threefold: 1) The bottom dropped out of the FLASH market. 2) They cannot make the new high-end processors. 3) They priced their processors to undercut Intel (even with equal performance) instead of basing price on profit margin.

AMD will fail if two of the three listed above continue through Q2 of next year. Competition is good... but not at the cost of losing the company.

AKDejaVu

minus · « **Reply #3 on:** October 22, 2002, 02:28:51 PM »

do no but read somewhere even CRAY uber box ,s go AMD way

opteron rulez

AKDejaVu · « **Reply #4 on:** October 22, 2002, 07:01:44 PM »

LOL MINUS! I'm gonna bump this thread at the end of 2003.

AKDejaVu

minus · « **Reply #5 on:** October 23, 2002, 03:04:32 PM »

AK dejavu not so early !:D

Cray and Sandia National Labs in New Mexico have jointly announced a supercomputer that will feature 16,000 AMD Opteron CPUs. "Red Storm" will be used for nuclear simulations and will come on tap in 2004.

It's good news for Cray, which demonstrates that it can sell into its traditional government markets using commodity PC systems. And even better news for AMD, which delayed Opteron until next year. In the case of the latter, it's particularly welcome, as AMD lost so much money in the past quarter, it requires a dedicated supercomputer to count all that red ink.

Intel's Itanium2 already delivers the SPEC performance that AMD can't deliver until next year. So there has to be a reason for the labs going for AMD?

"Opteron is technically more satisfactory," a spokesman for the labs told us. There were three specific reasons, he added:-

The team liked the pipelining in Opteron, which gave them "multiple results per cycle"; they liked the 64bit architecture, and they liked the bandwidth offered by HyperTransport, which allowed them to build a more tightly coupled machine

AKDejaVu · « **Reply #6 on:** October 23, 2002, 11:18:29 PM »

Oh... I read the article Minus. Like I said... I'll bump this next year.

AKDejaVu

OZkansas · « **Reply #7 on:** October 24, 2002, 02:25:44 AM »

He heeeeee, Minus, sounds like AMD is on government welfare:)