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Jim TurleyOwner and AnalystSilicon Insider

Why AMD Wants ATI

July 24, 2006

Analysis of:WSJ: AMD to Buy ATI; Grasp for an Edge Over Intel | online.wsj.com

The acquisition will be good news for AMD, somewhat bad news for Intel, and terrible news for smaller third-party chip vendors.

Nathan BrookwoodResearch FellowInsight 64

Will vPro Turn Intel Around?

April 27, 2006

Analysis of:Intel Plans Enterprise Platform Brand | www.reed-electronics.com

Intel recently launched vPro™, its new brand for business-oriented desktop PCs. The company hopes that vPro will do for its desktop PC business what the Centrino brand did for notebooks in 2003. Centrino introduced the mobile lifestyle for notebook computer users, something users could not do prior to its introduction. Viiv and Vpro just allow users to do what they already are doing, merely with less hassle than before. This seems to me like a fairly weak proposition.

Nathan BrookwoodResearch FellowInsight 64

The Sun Also Rises

April 27, 2006

Analysis of:Sun Set on McNealy | www.forbes.com

Ever since the dot.com bubble burst, stories about Sun Microsystems usually have contained the word "troubled" somewhere in their text. Wall Street analysts have been open in their contempt for CEO Scott McNealy's strategy of prioritizing R&D headcount above operating profit, but have failed to notice that all that R&D spending has finally resulted in a revamped product line and a more competitive Sun. Although the company turned in another loss for the March quarter, it reported significant growth (YoY) in its core server businesses. Rumors of Sun's death have been greatly exaggerated, but nobody was going to pay attention as long as McNealy remained at the helm. By stepping aside, Scott allows investors to refocus on the company's fundamentals, which I believe are in much better shape than most outsiders realize.

Nathan BrookwoodResearch FellowInsight 64

Can vPro Stop AMD's market share gains?

April 27, 2006

Analysis of:Trying to Halt A.M.D., Intel Plays to Business Market | www.nytimes.com

Intel recently launched vPro™, its new brand for business-oriented desktop PCs. The company hopes that vPro will do for its desktop PC business what the Centrino brand did for notebooks in 2003. Centrino introduced the mobile lifestyle for notebook computer users, something users could not do prior to its introduction. Viiv and Vpro just allow users to do what they already are doing, merely with less hassle than before. This seems to me like a fairly weak proposition.

Nathan BrookwoodResearch FellowInsight 64

Can vPro Save Intel?

April 25, 2006

Analysis of:Intel unveils new business brand | msnbc.msn.com

Intel today launched vPro™, its new brand for business-oriented desktop PCs. The company hopes that vPro will do for its desktop PC business what the Centrino brand did for notebooks in 2003. Color us skeptical. Centrino introduced the mobile lifestyle for notebook computer users, something users could not do prior to its introduction. Viiv and Vpro just allow users to do what they already are doing, merely with less hassle than before. This seems to us like a fairly weak proposition.

Nathan BrookwoodResearch FellowInsight 64

Now There Are Two (AMD Fabs in Dresden)

April 25, 2006

Analysis of:AMD starts shipping chips from plant | news.zdnet.com

AMD announced that it had begun delivery of the first processors built in its new 300mm fab in Dresden, Germany on the somewhat accelerated schedule it announced two years earlier. Intel moved to 300mm production years ago, so this move represents a catch-up in terms of tapping the economics of 300mm wafer technology. Of course, Intel is now producing 65nm parts on 300mm wafers, and AMD won't get to this level of process technology until later this year. All in all, we think AMD is about nine months behind Intel in its move to 65nm, and may shorten its lag time a bit when both companies move to the 45nm process node. The company also disclosed a few other aspects of its Dresden operation that previously had been invisible to outsiders, as noted in our commentary.

Nathan BrookwoodResearch FellowInsight 64

AMD Plays the Green Card

April 20, 2006

Analysis of:AMD Forms ‘Green Grid’ With Sun, HP and IBM | www.reed-electronics.com

Datacenters the world around are encountering serious problems with regard to the cost of the power used to run their computers and the associated HVAC equipment needed to cool them. Servers based on AMD's Opteron chips use less power than those based on Intel's Xeon, a situation that Intel cannot counter until it launches its next gen "Woodcrest" processor later this year. AMD is moving to associate its brand with the eco-friendly community while it still can legitimately claim to have a real advantage over the company it calls "its competitor."

Nathan BrookwoodResearch FellowInsight 64

AMD Plays the Green Card

April 20, 2006

Analysis of:Green Grid in The Data Center | www.internetnews.com

Datacenters the world around are encountering serious problems with regard to the cost of the power used to run their computers and the associated HVAC equipment needed to cool them. Servers based on AMD's Opteron chips use less power than those based on Intel's Xeon, a situation that Intel cannot counter until it launches its next gen "Woodcrest" processor later this year. AMD is moving to associate its brand with the eco-friendly community while it still can legitimately claim to have a real advantage over the company it calls "its competitor."

Nathan BrookwoodResearch FellowInsight 64

Intel's not out of the woods yet

April 20, 2006

Analysis of:Intel revenue falls on missed PC sales expectations | www.usatoday.com

Intel met the glum predictions for Q1 that they laid out in early March. At least they didn't blow the four-week forecast as they did back in December, but their outlook for Q2 (revenue midpoint $8.3B, gross margin 49% +/-) was decidedly unimpressive. Their presumed second-half resurgence is looking more and more like a "Hail Mary" maneuver at this point. The only good news in the call was the claim that Intel has no plans to trash CPU pricing in coming quarters to regain share lost to AMD, a move (that if implemented) would destroy the margins of both companies.

Nathan BrookwoodResearch FellowInsight 64

Windows to run on MacIntel Systems

April 5, 2006

Analysis of:Apple Opens Doors To Windows | www.forbes.com

When Apple launched its Intel-based Macintosh systems last January, the company indicated it would neither facilitate nor preclude the ability for end-users to run Windows XP on Apple x86-based systems. It took hackers all of six weeks to figure out how to get Windows running on the new systems. Today Apple announced it will provide its own utility, named "Boot Camp," that allows end-users to run both OS X and Windows XP on the same system, albeit not simultaneously. We view this development as good for both Apple and Microsoft.

 

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