well written indeed

Article: The Battle in 64 bit Land, 2003 and Beyond
By: tecate (tecate.delete@this.devil.com), February 3, 2003 8:05 am
Room: Moderated Discussions
Hmm sounds like your AMD stock isn't doing too well.

Kate


hobold (hobold@informatik.uni-bremen.de) on 2/3/03 wrote:
---------------------------
>David Kanter (dkanter@realworldtech.com) on 2/2/03 wrote:
>---------------------------
>>As of 1:42am, CST, Paul DeMone's new article, The Battle in 64 bit Land, 2003 and
>>Beyond is now up. It's a great read, and I hope everyone enjoys it as much as I did.
>>
>I bet his fellow Intel shareholders will enjoy it a lot ...
>
>But first, credit where credit is due. Paul has done great
>work as usual: the article is complete, detailed, based on
>sound data, and very well written.
>
>However, it is not unbiased. The bias is subtle, though,
>and I don't want the following observations to be regarded
>as an accusation.
>
>Observation 1: the author is very selective when giving
>benefit of doubt to anyone. It is actually one of his
>strong points to always stick to hard facts. He breaks his
>own rule when he speculates about Intel's failure to reach
>their own projected frequency target for Itanium-2.
>
>Observation 2: the author is very careful not to spread
>Fear, Uncertainty, and Doubt. It is actually one of his
>strong points to always stick to hard facts. He breaks his
>own rule a few times, for instance when he conjures up
>images of an agonizing AMD.
>
>Observation 3: the author sometimes uses very different
>presentations for very comparable situations. For example
>he goes to great length to explain conceptual limitations
>of IBM's Power4 core, which he explicitly relates to
>limitations of VLIW architectures. When he does present
>VLIW processors as sold by Intel, though, he merely names
>in passing their much stricter conceptual limitation of
>being in-order-execution designs.
>
>Another example is the paragraph where the author laudes
>the Alpha design team (now employed at Intel as he
>mentions) and muses about the mythical improvements these
>demigods of the semiconductor world will bring to future
>implementations of Intel's 64 bit architecture. The other
>half of ex-Alpha designers, who happen to work at AMD, are
>doomed to oblivion.
>
>Yet another example can be seen when the author talks about
>the practice of leveraging existing chip designs for future
>derivatives. Both HP and SGI are presented as slow and
>undedicated, because they were using the same basic CPU
>core design for a sequence of products. The author even
>subtlely ridicules SGI by calling this timespan 'half a
>decade'. Intel, however, is not at all blamed for the fact
>that their roadmap uses the Itanium-2 core for four years.
>
>I could make a few more minor points, but those would have
>to be about things so subtle as to be virtually
>nonexistant. As I said, this is not an accusation; I know
>very well how hard it is to notice and avoid one's own
>bias (the few who know me can tell I am biased as well to
>PowerPC in general and Motorola's chips in particular).
>
>I would expect, though, that the author's credibility
>would be helped a lot if he'd choose to mention his
>interest in Intel stock value in some legible footnote.
>Especially considering the reach of publications like RWT.
>Otherwise, more suspicious people than me might devalue
>the author's competent writings and regard them merely as
>elaborate pieces of Intel marketing.
>
>Holger Bettag
>
< Previous Post in ThreadNext Post in Thread >
TopicPosted ByDate
New Article AvailableDavid Kanter2003/02/02 01:44 AM
  Excellent Article, Paul (NT)Arcadian2003/02/02 03:57 PM
  Yikes! Slashdotted!Dean Kent2003/02/02 06:53 PM
    Yikes! Slashdotted!Singh, S.R.2003/02/02 11:38 PM
      Yikes! Slashdotted!Dean Kent2003/02/02 11:53 PM
        Yikes! Slashdotted!Anonymous2003/02/03 06:03 AM
          Yikes! Slashdotted!Dean Kent2003/02/03 08:13 AM
  FYI, Paul:Peter Gerassimoff2003/02/03 12:38 AM
    FYI, Paul:Bill Todd2003/02/03 02:18 AM
      FYI, Paul:Marc M.2003/02/03 09:08 AM
        Opteron SPEC PerformanceArcadian2003/02/03 11:15 AM
          Opteron SPEC PerformanceMarc M.2003/02/03 11:18 AM
      i want to see those links pls!! (NT)waitressInGaza2003/02/03 12:15 PM
        i want to see those links pls!! (NT)José Javier Zarate2003/02/05 08:23 AM
          i want to see those links pls!! (NT)waitressInGaza2003/02/05 01:50 PM
            i want to see those links pls!! (NT)tecate2003/02/05 04:09 PM
              gender should be irrelevantwaitressInGaza2003/02/05 05:36 PM
                gender should be irrelevantDean Kent2003/02/05 06:03 PM
                gender should be irrelevanttecate2003/02/05 08:27 PM
                  well it is all about your viewpointwaitressInGaza2003/02/05 11:44 PM
                    well it is all about your viewpointdoriangrey2003/02/06 11:39 PM
                Please be a girl. :pNIKOLAS2003/02/06 05:28 AM
    FYI, Paul:Paul DeMone2003/02/03 07:43 AM
  larger cache for POWER4+?Anil Maliyekkel2003/02/03 04:08 AM
    larger cache for POWER4+?Thu Nguyen2003/02/03 05:35 AM
  well written indeedhobold2003/02/03 06:41 AM
    well written indeedtecate2003/02/03 08:05 AM
      well written indeedhobold2003/02/03 08:12 AM
    well written indeedPaul DeMone2003/02/03 08:15 AM
      well written indeedhobold2003/02/03 11:04 AM
        well written indeedPaul DeMone2003/02/03 11:58 AM
          about Jim KellerMarc M.2003/02/03 12:50 PM
            about Jim KellerPaul DeMone2003/02/03 01:22 PM
              Nope but will now (NT)Marc M.2003/02/03 01:50 PM
              patent info...Marc M.2003/02/03 01:52 PM
              about the article...Dean Kent2003/02/03 03:49 PM
              Er, I just have to point something out.Anonymous2003/02/04 09:19 PM
                Next time check the date.Paul DeMone2003/02/05 12:10 AM
                  Yes, I know it was written in 2000.Anonymous2003/02/05 11:42 AM
                    Yes, I know it was written in 2000.Paul DeMone2003/02/05 12:20 PM
              about Jim KellerAlejandro G. Belluscio2003/02/09 12:09 PM
                about Jim KellerDean Kent2003/02/09 12:40 PM
                  about Jim KellerPaul DeMone2003/02/09 01:00 PM
                  about Jim KellerDavid Wang2003/02/09 01:18 PM
                    about Jim KellerPaul DeMone2003/02/09 02:47 PM
                  about Jim KellerInterested in Illinois2003/02/10 10:11 AM
                    about Jim KellerDean Kent2003/02/10 11:06 AM
                      about Jim KellerAlejandro Belluscio2003/02/11 05:53 PM
                        about Jim KellerDean Kent2003/02/11 08:52 PM
                          about Jim KellerAlejandro Belluscio2003/02/12 10:06 AM
                            about Jim KellerInterested in Illinois2003/02/13 03:19 PM
                        about Jim KellerInterested in Illinois2003/02/11 10:35 PM
                          about Jim KellerDavid Kanter2003/02/11 11:24 PM
                          Taxation systemsAlejandro Belluscio2003/02/12 09:54 AM
                            Taxation systemsInterested in Illinois2003/02/13 06:23 AM
                              Taxation systemsAlejandro Bellusco2003/02/13 09:53 AM
                                Taxation systemsInterested in Illinois2003/02/13 02:47 PM
                                  Taxation systemsAleajdnro G. Belluscio2003/02/13 04:56 PM
                                    Taxation systemsJouni Osmala2003/02/14 07:03 AM
                                      Taxation systemsAlejandro G. Belluscio2003/02/14 05:13 PM
                                  Taxation systemsDavid Kanter2003/02/14 11:18 PM
                                    Taxation systemsAlejandro Belluscio2003/02/15 07:36 AM
          well written indeedhobold2003/02/03 01:40 PM
          E8870 ChipsetJosé Javier Zarate2003/02/04 02:19 PM
            E8870 ChipsetArcadian2003/02/05 12:54 AM
              E8870 ChipsetJosé Javier Zarate2003/02/05 08:13 AM
                E8870 ChipsetArcadian2003/02/05 11:49 AM
      Minor questionJosé Javier Zarate2003/02/04 02:24 PM
    well written indeedDean Kent2003/02/03 08:18 AM
      well written indeedhobold2003/02/03 08:36 AM
        well written indeedDean Kent2003/02/03 09:33 AM
          hear hear...Marc M.2003/02/03 11:16 AM
          well written indeedhobold2003/02/03 02:02 PM
            well written indeedDean Kent2003/02/03 03:48 PM
              well written indeedhobold2003/02/04 12:56 PM
    well written indeedMarc M.2003/02/03 09:19 AM
      BTW Paul, it was VERY well written... BUT... =)Marc M.2003/02/03 09:25 AM
        Ditto (NT)William L.2003/02/10 07:28 PM
  New Article AvailableJS2003/02/05 01:09 AM
  Changes in MPU design methodologies?Richard Stacpoole2003/02/06 04:46 AM
    Changes in MPU design methodologies?Paul DeMone2003/02/06 09:47 AM
      Changes in MPU design methodologies?doriangrey2003/02/06 11:41 PM
      Changes in MPU design methodologies?William L.2003/02/10 07:34 PM
        Changes in MPU design methodologies?Singh, S.R.2003/02/10 09:34 PM
          Watch thisSingh, S.R.2003/02/10 09:42 PM
  excellent article, just a nit or twomulp2003/02/15 11:11 PM
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