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krisi
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re: Analysis: Why ARM-AMD makes sense
krisi   5/6/2011 9:34:11 PM
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Intriguing link @Yankiwi...there is an interesting analogy between Intel, Nokia, Microsoft etc. as large companies that once dominated their markets but now struggling to maintain their dominance...but they still have billions of dollars in the bank so you can't write them off just like that....Arm, Apple and Google might struggle one day too, this is a cycle of good capitalism that is healthy for all of us...Kris

Yankiwi
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re: Analysis: Why ARM-AMD makes sense
Yankiwi   5/6/2011 9:26:47 PM
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Intel is dead - http://blog.endeavourpartners.net/2011/05/06/intel-is-dead/

krisi
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re: Analysis: Why ARM-AMD makes sense
krisi   5/3/2011 8:06:29 PM
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Peter, this is a very interesting discussion, we would be willing to have a panel on this or related topic at the Whistler event (www.cmoset.com), Kris

Peter Clarke
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re: Analysis: Why ARM-AMD makes sense
Peter Clarke   5/3/2011 8:04:55 PM
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@Kris AMD has long experience selling microprocessors into desktop, server and notebook computers. This is something which ARM has never been able to do because of a lack of Windows, until now. Could AMD help ARM power up Windows-based computers?

krisi
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re: Analysis: Why ARM-AMD makes sense
krisi   5/3/2011 6:40:41 PM
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I agree with Gary, Not sure what ARM would need AMD for...Kris

Peter Clarke
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re: Analysis: Why ARM-AMD makes sense
Peter Clarke   5/3/2011 1:01:53 PM
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Hi Gary Does it? That sounds like a bad or futile thing. And which is which?

Bassman63
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re: Analysis: Why ARM-AMD makes sense
Bassman63   5/2/2011 6:47:23 PM
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Sounds like you're trying to tie a dinosaur behind a race horse Peter. Gary

Bruzzer
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re: Analysis: Why ARM-AMD makes sense
Bruzzer   5/2/2011 3:59:03 AM
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Ok, okay, maybe an ARM wafer with 1,750 high end Linux compatible processors might be worth $43,750.

Bruzzer
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re: Analysis: Why ARM-AMD makes sense
Bruzzer   5/1/2011 7:17:40 AM
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Right, thereís no story here. ARM is always seeking another design compliment; Intel or otherwise. Trade here, exchange there, just another license. AMD abandon x86; never. $100,000 wafers for $4,000 wafers; not likely. Establish parity position in ARM cluster; possibly. Unique & differentiated; hard to say. Shadow of Intel; stepped on & dumped on & infiltrated & dismantled by Intel over, & over, & over again. Playing catch up; and that has something to do with being stepped on & dumped on; over & over & over again. Definer of x86 architecture and always playing catch up; Socket 7, first to 1 GHz, Hyper transport, 1st to 64 bit x86, first over 90 nanometer hurdle. Intel always uses others for their most risky prototypes. Code compatibility at a better price, sure, but only when Intel dumps below cost. Under pressure; more like forced under. From scaling down to scaling out; know Linux? And if only multiprocessing thatís more than distributed could make all those installed processors work meaning no more processors to sell; what would sales think? This margin; you do understand the difference between $100,000 wafers and $4,000 wafer donít you. Whatís not making sense here? 64 bit Windows efficient; bloat, bloat. Oh Samsung, you must mean the good Intel? Fusion dev conference; Iím wondering too? One always has to explain too Microsoft, exactly, why not combining with Intel makes financial sense. Yea, tablets, if the board said to anyone make meager processors below cost Iíd be upset with what that did to employee MBOís and enterprise profitability too. Destroy XEON, then you can afford dabble in tablet. ARM; maybe? But only if those wafers are worth a whole lot moore. x86 not worth second sourcing; are you out of your mind? Value of first source chips pays for everything else. Licensing x86 would essentially limit ARM to their little $600 million dollar island. Wake up.

wilber_xbox
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re: Analysis: Why ARM-AMD makes sense
wilber_xbox   4/30/2011 5:00:50 PM
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AMD has always played catching up game with Intel. There is no serious competition for Intel in the market.

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