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AMD's 45nm technology compared against Intel's

 
 





















krw
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      12-20-2008, 04:15 AM


In article <876d2377-1a5a-401d-ab92-acdd9950dfe5
@e3g2000vbe.googlegroups.com>, says...
> On Dec 19, 7:42*pm, krw <k...@att.bizzzzzzzzzz> wrote:
>
> >
> > You deserve every bit of grief you get, troll.

>
> Bullies always say that: he/she asked for it. The purely unself-
> conscious state of your nastiness and self-righteousness is a wonder
> to behold.


[I R O N Y]
/
/
/
O

--
Keith
 
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Yousuf Khan
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      12-20-2008, 05:04 AM
Robert Myers wrote:
> I don't admire AMD and Microsoft and I've said why over and over and
> over again. Intel would be a case study in just how many things you
> can do wrong and still stay on top of the heap. IBM is IBM. Without
> IBM, Linux would have no credible future.



If one of the Intel cases studies of what you can do wrong is about how
to use your ill-gotten monopoly powers to bully customers and
competitors, then I agree.

Yousuf Khan
 
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Robert Myers
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      12-20-2008, 05:07 AM
On Dec 19, 11:15*pm, krw <k...@att.bizzzzzzzzzz> wrote:
> In article <876d2377-1a5a-401d-ab92-acdd9950dfe5
> @e3g2000vbe.googlegroups.com>, rbmyers...@gmail.com says...
>
> > On Dec 19, 7:42*pm, krw <k...@att.bizzzzzzzzzz> wrote:

>
> > > You deserve every bit of grief you get, troll.

>
> > Bullies always say that: he/she asked for it. *The purely unself-
> > conscious state of your nastiness and self-righteousness is a wonder
> > to behold.

>
> [I R O N Y]
> * * * * */
> * * * * /
> * * * */
> * * * O
>

Irony can be like (-1)**n. In fact, it almost always is.

Robert.
 
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Robert Myers
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      12-20-2008, 05:26 AM
On Dec 20, 12:04*am, Yousuf Khan <bbb...@yahoo.com> wrote:
> Robert Myers wrote:
> > I don't admire AMD and Microsoft and I've said why over and over and
> > over again. *Intel would be a case study in just how many things you
> > can do wrong and still stay on top of the heap. *IBM is IBM. *Without
> > IBM, Linux would have no credible future.

>
> If one of the Intel cases studies of what you can do wrong is about how
> to use your ill-gotten monopoly powers to bully customers and
> competitors, then I agree.
>

Read the thread in comp.arch about garbage in, garbage out, especially
what Lynn Wheeler has posted. There aren't many saints in business or
politics. I'm sure that if I *worked* for Intel, I would loathe it.

Robert.
 
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Robert Redelmeier
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      12-20-2008, 11:06 AM
In comp.sys.ibm.pc.hardware.chips Yousuf Khan <> wrote in part:
> If one of the Intel cases studies of what you can do wrong
> is about how to use your ill-gotten monopoly powers to
> bully customers and competitors, then I agree.


Although I like AMD, that doesn't make me hate Intel.
They've just done some stupid things that their large size
enables them to survive. I do not think Intel's misbehaviour
has approached that of IBM, let alone Microsoft.

Respectfully, I do not believe that Intel acquired its'
monopoly by illegal means. At critical junctures, they
just out-competed. Monopolies themselves are _not_ illegal,
but finding yourself with one (and AMD may also qualify)
does mean certain behaviours are prohibited under US law.

Sure, some Intel offices did some illegal things, but I believe
this is a local matter and not a matter of corporate policy.
Certainly Intel HQ was quite contrite towards the US DoJ when
challenged. Contrast MS (take us to court) or IBM (we'll
talk but lawyer you to death).

What specific actions do you consider Intel "bullying"?
A certain amount of pressure is normal in business.
The most persistant oddity has been the Dell sole-source,
but I'm confident the DoJ has been all over those agreements.


-- Robert R

 
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Yousuf Khan
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      12-21-2008, 06:12 AM
I did not start this thread to discuss Intel's legal issues or business
practices, it was supposed to be about Intel's manufacturing technology,
but as usual it's gone off-kilter. So anyways, let me get my two cents
in about the original technological argument before we send it back to
legal and business issues.

As you'll recall, Intel announced its 45nm process with HKMG (High-K,
Metal Gates) to great fanfare. Various websites and forums proclaimed it
an amazing achievement. Well, the standard AMD 45nm SOI without HKMG
process seems to be superior to Intel's, as they are seeing lower power
and thermal requirements at the low-end, and higher overclockability at
the high-end. AMD will be adding HKMG later on in the 45nm process too,
but so far it looks unnecessary.

Robert Redelmeier wrote:
> Although I like AMD, that doesn't make me hate Intel.
> They've just done some stupid things that their large size
> enables them to survive. I do not think Intel's misbehaviour
> has approached that of IBM, let alone Microsoft.


That belief is not supported by the facts. Intel has already been tried
and convicted by two countries, Japan and South Korea. Now they're in
the fight of their lives in the entire EU, affecting dozens of countries
of course. There is no such thing as lesser misbehaviour when it comes
to anti-trust, you either committed the acts or you didn't.

> Respectfully, I do not believe that Intel acquired its'
> monopoly by illegal means. At critical junctures, they
> just out-competed. Monopolies themselves are _not_ illegal,
> but finding yourself with one (and AMD may also qualify)
> does mean certain behaviours are prohibited under US law.


Intel was kicked out of the memory market quite some years ago, because
it couldn't compete. One can only assume that they took that exit
personally and decided that the processor market was their line in the
sand, the one that no one else shall be allowed to pass. Let's not
forget that at one time there must have been nearly a dozen companies
that produced x86 processors, now they are down to the final two. It
seems like they have outcompeted them, but dead men can't tell their tales.

> Sure, some Intel offices did some illegal things, but I believe
> this is a local matter and not a matter of corporate policy.
> Certainly Intel HQ was quite contrite towards the US DoJ when
> challenged. Contrast MS (take us to court) or IBM (we'll
> talk but lawyer you to death).


It was hardly just a local matter, it's endemic to its entire corporate
culture, worldwide. It's not even beneath them to try to crush a
charity, if they perceive it to be not using their parts. This should
not be a surprise, once monopoly mentality hits, it hits the entire
corporation, like at IBM and Microsoft previously. BTW, just because the
American government hasn't held Intel accountable, that's just a false
sense of security: no one should expect either the US DoJ or FTC (or any
other federal agency, for that matter) were at all doing their jobs
properly during the entire George W. Bush administration.

In Europe, it looks like Intel has already seen the hand-writing on the
wall, even before the EU's competition commission has issued its ruling.
It's now suing the EU for unfairness. I guess it realized the EU was
unfair, when they raided Intel's offices *twice*!!

Intel Calls EU Antitrust Probe 'Discriminatory and Partial' - CIO.com -
Business Technology Leadership
"The European Union's antitrust investigation of Intel is
"discriminatory and partial," the chip maker complained in an action
that's detailed in a recent edition of the EU's official journal, saying
it's not being permitted to properly defend itself against the charges."
http://www.cio.com/article/466613/In...y_and_Partial_

It's also decided to retroactively sue the South Korean FTC, just to
show it's being besieged unfairly by everybody.

EETimes.com - Intel seeks to overturn Korean FTC ruling
"In response to a ruling, Intel has filed a complaint with the Seoul
High Court seeking to overturn the KFTC's final written decision that
was served on Intel on Nov. 7. The filing asserts that ''the KFTC has
made substantial factual and legal errors in formulating its final
written opinion,'' but Intel did not disclose the details."
http://www.eetimes.com/news/latest/s...leID=212400117

> What specific actions do you consider Intel "bullying"?
> A certain amount of pressure is normal in business.
> The most persistant oddity has been the Dell sole-source,
> but I'm confident the DoJ has been all over those agreements.


The Dell issue all of those years ago is just one of the points of
contention. One can even argue that Dell has tumbled from the top spot
in the US market, as a result of Intel pulling all of its subsidies from
them ($1bn/year). The fact that Intel pulled its subsidies could also be
seen as a result of AMD's lawsuit making things too hot for them.

But Dell isn't the only example. In Europe, a major computer store
chain, Media Markt, has been accused of taking Intel money in return for
refusing to accept computer models with AMD processors in them.

Intel also gives illegal discounts which are not based on sales volume,
but on market share percentages (e.g. bigger discounts if 80% of your
processors are Intel rather than just 70%, or 90% over 80%, etc.).
Discounts based on volume are perfectly legal, discounts based on sales
proportion are not.

It does not even see a problem with competing against its own partners,
even if that partner is a charitable organization. A few years ago, the
OLPC effort invited Intel to sit in on its board meetings as one of its
partners, hoping that Intel would stop trying to sell its own notebook
against them. Intel used to opportunity tell potential customers that it
sits on the board of OLPC and that it knows for sure that OLPC is crap,
and they should buy from Intel instead. Various world governments sent
the transcripts of Intel's backstabbing sales efforts to OLPC. OLPC then
kicked Intel out again.

Yousuf Khan
 
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Robert Myers
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      12-21-2008, 06:18 PM
On Dec 21, 1:12*am, Yousuf Khan <bbb...@yahoo.com> wrote:
> I did not start this thread to discuss Intel's legal issues or business
> practices, it was supposed to be about Intel's manufacturing technology,
> but as usual it's gone off-kilter. So anyways, let me get my two cents
> in about the original technological argument before we send it back to
> legal and business issues.
>
> As you'll recall, Intel announced its 45nm process with HKMG (High-K,
> Metal Gates) to great fanfare. Various websites and forums proclaimed it
> an amazing achievement. Well, the standard AMD 45nm SOI without HKMG
> process seems to be superior to Intel's, as they are seeing lower power
> and thermal requirements at the low-end, and higher overclockability at
> the high-end. AMD will be adding HKMG later on in the 45nm process too,
> but so far it looks unnecessary.
>

Intel has done many things over the years (keeping the controller off
the die, killing Alpha, sticking with a front-side bus, NetBurst,
hyperthreading, not using SOI) that have occasioned critical comment.
There is always information missing from those discussions, which is
that Intel almost always has good business reasons for doing what it
does. Its judgment may be faulty, but the key is that *you do not
have access to those reasons*.

The one piece of information that is available (stock price) indicates
that, whatever missteps Intel may have made, it's business judgment
(as judged by markets) has proven to be superior to AMD's. The
situation with AMD has become so dire that it almost seems pointless
to talk about it, although there may be someone out there with
business judgment much better than I possess to see how a viable
enterprise can be created in the future.

In any case, I suspect the decision against SOI was a matter of cost,
and I even vaguely remember some statements to that effect. I said
actually that I had cited stock prices as the one available indicator,
when margin (also publicly available) indicates that Intel manages to
have lower manufacturing costs. It all comes down to Intel being a
*business* and not a classroom project, a dorm room bull session, or a
soccer football team.

Your post seems to confirm what I think is your ongoing delusion about
Intel: that it is simply a better marketing machine than AMD. That it
*is* a better marketing machine is probably correct. That that's all
there is to Intel is nothing short of corporate defamation, if that's
what you indeed intend to imply. Intel's real advantage, widely
acknowledged in the industry, is that it knows how to manufacture high-
end microprocessors at the lowest possible cost.

SOI is one of many dead and rotting horses on csiphc. Let it be.
What's interesting about it is historical: it played a key role in the
triumph of x86. Isn't that enough?

Robert.
 
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Del Cecchi`
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      12-22-2008, 05:15 AM
Robert Myers wrote:
> On Dec 21, 1:12 am, Yousuf Khan <bbb...@yahoo.com> wrote:
>
>>I did not start this thread to discuss Intel's legal issues or business
>>practices, it was supposed to be about Intel's manufacturing technology,
>>but as usual it's gone off-kilter. So anyways, let me get my two cents
>>in about the original technological argument before we send it back to
>>legal and business issues.
>>
>>As you'll recall, Intel announced its 45nm process with HKMG (High-K,
>>Metal Gates) to great fanfare. Various websites and forums proclaimed it
>>an amazing achievement. Well, the standard AMD 45nm SOI without HKMG
>>process seems to be superior to Intel's, as they are seeing lower power
>>and thermal requirements at the low-end, and higher overclockability at
>>the high-end. AMD will be adding HKMG later on in the 45nm process too,
>>but so far it looks unnecessary.
>>


As I understood the arguments over HKMG a year or so ago, it was more a
yield thing than a performance thing, although it was said to reduce
gate leakage due to tunneling.
>
> Intel has done many things over the years (keeping the controller off
> the die, killing Alpha, sticking with a front-side bus, NetBurst,
> hyperthreading, not using SOI) that have occasioned critical comment.
> There is always information missing from those discussions, which is
> that Intel almost always has good business reasons for doing what it
> does. Its judgment may be faulty, but the key is that *you do not
> have access to those reasons*.


"It seemed like a good idea at the time" in some cases clearly turned
out not to be so good. Examples range from IBM's FS to their billion
dollars worth of X-ray machine in East Fishkill.

Likewise the business reasons Intel had may or may not have been "good"
in the eye of a dispassionate observer.
>
> The one piece of information that is available (stock price) indicates
> that, whatever missteps Intel may have made, it's business judgment
> (as judged by markets) has proven to be superior to AMD's. The
> situation with AMD has become so dire that it almost seems pointless
> to talk about it, although there may be someone out there with
> business judgment much better than I possess to see how a viable
> enterprise can be created in the future.


AMD has been a minor portion of the market and therefore at a cost
disadvantage for years. Couple that with scratching to survive and it
can lead to misteps. Monopoly level market share makes up for a lot of
sins.
>
> In any case, I suspect the decision against SOI was a matter of cost,
> and I even vaguely remember some statements to that effect. I said
> actually that I had cited stock prices as the one available indicator,
> when margin (also publicly available) indicates that Intel manages to
> have lower manufacturing costs. It all comes down to Intel being a
> *business* and not a classroom project, a dorm room bull session, or a
> soccer football team.


Intel manages to have lower manufacturing costs than AMD primarily
because it has much greater volume. Look up "learning curve".
>
> Your post seems to confirm what I think is your ongoing delusion about
> Intel: that it is simply a better marketing machine than AMD. That it
> *is* a better marketing machine is probably correct. That that's all
> there is to Intel is nothing short of corporate defamation, if that's
> what you indeed intend to imply. Intel's real advantage, widely
> acknowledged in the industry, is that it knows how to manufacture high-
> end microprocessors at the lowest possible cost.
>
> SOI is one of many dead and rotting horses on csiphc. Let it be.
> What's interesting about it is historical: it played a key role in the
> triumph of x86. Isn't that enough?
>
> Robert.


Many processors are made with SOI, including all of IBM's, and the three
game console processors. So I don't know why you think it is a dead and
rotting horse. It has some advantages, after all.

I will now return all of you to your acrimonious disputes.

del

 
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Robert Myers
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      12-22-2008, 07:07 PM
On Dec 22, 12:15*am, Del Cecchi` <dcecchinos...@att.net> wrote:
> Robert Myers wrote:


>
> > Intel has done many things over the years (keeping the controller off
> > the die, killing Alpha, sticking with a front-side bus, NetBurst,
> > hyperthreading, not using SOI) that have occasioned critical comment.
> > There is always information missing from those discussions, which is
> > that Intel almost always has good business reasons for doing what it
> > does. *Its judgment may be faulty, but the key is that *you do not
> > have access to those reasons*.

>
> "It seemed like a good idea at the time" in some cases clearly turned
> out not to be so good. *Examples range from IBM's FS to their billion
> dollars worth of X-ray machine in East Fishkill.
>
> Likewise the business reasons Intel had may or may not have been "good"
> in the eye of a dispassionate observer.
>

Dispassionate observers of SOI for x86 (or of Intel) don't work for
IBM. I don't work for either, have never worked for either, and I
don't own stock in either, either directly or indirectly.

I'd *love* to know how Intel made some of its decisions. The only one
that's process-related is how Intel managed to be caught so flat-
footed at 90nm. Even there, the real question is why they didn't
abandon NetBurst sooner than they did. What kinds of lies were they
telling themselves? What did they know and when did they know it?

Those are, to me, really interesting questions to ask, but they don't
lend themselves to the soccer stadium hooliganism that has so often
passed for discussion, and only rarely do we get to hear anyone who
actually knows anything speak to them.
>
>
> > The one piece of information that is available (stock price) indicates
> > that, whatever missteps Intel may have made, it's business judgment
> > (as judged by markets) has proven to be superior to AMD's. *The
> > situation with AMD has become so dire that it almost seems pointless
> > to talk about it, although there may be someone out there with
> > business judgment much better than I possess to see how a viable
> > enterprise can be created in the future.

>
> AMD has been a minor portion of the market and therefore at a cost
> disadvantage for years. *Couple that with scratching to survive and it
> can lead to misteps. *Monopoly level market share makes up for a lot of
> sins.
>

You could just as well say that Intel has suffered for its size, and
it has, as I think IBM has, in the past, paid for its size. Intel is
famous for being able to replicate manufacturing on a large scale. On
the face of it, though, experience with Prescott suggests that Intel
is maybe not so good at managing huge design resources--but that's
only a guess. Big organizations can have big economies of scale.
They can also have bloated and dysfunctional org charts.

>
>
> > In any case, I suspect the decision against SOI was a matter of cost,
> > and I even vaguely remember some statements to that effect. *I said
> > actually that I had cited stock prices as the one available indicator,
> > when margin (also publicly available) indicates that Intel manages to
> > have lower manufacturing costs. *It all comes down to Intel being a
> > *business* and not a classroom project, a dorm room bull session, or a
> > soccer football team.

>
> Intel manages to have lower manufacturing costs than AMD primarily
> because it has much greater volume. *Look up "learning curve".
>

I'm not in the business, so I couldn't comment on how easy it is to
scale up process manufacturing. Not trivial, though, I'll bet.

>
>
> > Your post seems to confirm what I think is your ongoing delusion about
> > Intel: that it is simply a better marketing machine than AMD. *That it
> > *is* a better marketing machine is probably correct. *That that's all
> > there is to Intel is nothing short of corporate defamation, if that's
> > what you indeed intend to imply. *Intel's real advantage, widely
> > acknowledged in the industry, is that it knows how to manufacture high-
> > end microprocessors at the lowest possible cost.

>
> > SOI is one of many dead and rotting horses on csiphc. *Let it be.
> > What's interesting about it is historical: it played a key role in the
> > triumph of x86. *Isn't that enough?

>
>
> Many processors are made with SOI, including all of IBM's, and the three
> game console processors. *So I don't know why you think it is a dead and
> rotting horse. *It has some advantages, after all.
>

One can never be too careful when writing a post. I naively assumed
the implied context of the groups: ibm pc's and intel systems. From
those points of view, it's all old news, unless, of course, you're
scratching around for positive things to say about AMD's lagging
technology or trying to revive an old argument.

Robert.
 
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Robert Myers
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      12-31-2008, 03:25 PM
On Dec 31, 6:07*am, Sebastian Kaliszewski
<s.bez_sp...@remove.that.informa.and.that.pl> wrote:
> Robert Myers wrote:
> >>> You both have chosen to make it personal. *So be it. *It is personal.
> >> Oh, so I undestand, you lack your own will. You're predetermined, you're
> >> not guilty, you're just pushed to trolling by evil Us.

>
> > You made one of the more memorably preposterous claims in my memory of
> > reading Usenet. *Subsequent events have made the preposterousness of
> > your claim even more obvious.

>
> As I said, those I work for somehow didn't loose billions, they made
> money and even now make money. So you're demostrating your cluelessness
> and nothing more.
>

You said that the people in finance know how to manage risk. The fact
that the people you're working for haven't lost money proves nothing.
Up until very recently, lots of companies on Wall Street have made
tons of money. They didn't suddenly get stupid, and it wasn't some
isolated failure.

The fundamental mistake they made was to assume that, because markets
have behaved that way in the past, with predictable consequences, they
will continue to behave that way in the future, with similarly
predictable consequences. That's the risk methodology they have
depended on in the past, and it's the risk methodology that your
customers believe will work just as well for software as it has for
markets.

It's possible that the risk methodology will actually work better for
software than it will for markets, but that's pure conjecture. The
fact that your customers manage risk in markets is, at the moment, a
howlingly bad credential for them as being all-knowing about risk
management.

Robert.
 
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