Free Republic
Browse · Search
News/Activism
Topics · Post Article

Skip to comments.

Intel and the chip conundrum
CBSMarketWatch.com ^ | July 14, 2004 | John C Dvorak

Posted on 07/15/2004 9:17:12 AM PDT by mikegi

Intel announced its earnings late Tuesday and we were once again witnesses to the traditional hand-wringing exercises that are standard operating procedure in that most peculiar business, the semiconductor industry.

The fact is that this sector, in general, is addled with a collective fear of failure and self-doubt unparalleled in the history of business enterprise. Intel (INTC: news, chart, profile) epitomizes the attitude that is marked by a vicious, competitive survival instinct and the constant need to dabble in money-losing side ventures based on the deep-seated and wrongheaded fear that its main business will disappear.

(Excerpt) Read more at cbs.marketwatch.com ...


TOPICS: Business/Economy; Editorial
KEYWORDS: clueless; commentator; semiconductors
Navigation: use the links below to view more comments.
first 1-2021-27 next last
Is Dvorak the Michael Moore of the computer world or what??? I call it "militant ignorance". Look at his so-called history of the semiconductor business. Yes, the concept of CMOS was developed in the early 60s but there was no way to make it practical until the late 70s/early 80s - a monumental task.

People like Dvorak and Moore make me sick. They're unhappy people who like to trash others to cover their own shortcomings. My reply to them is this: go out there and do it yourself! You're obviously more intelligent than the bozos at Intel who "stumbled" onto the microprocessor. Show us knuckle-draggers how to do it "right"...

1 posted on 07/15/2004 9:17:12 AM PDT by mikegi
[ Post Reply | Private Reply | View Replies]

To: mikegi

He can say whatever, but when Intel's LCOS shows up in cheap widescreen HD TVs this winter, I'm buying. Just in time for the Superbowl. Hopefully the 1090p will be available by then.


2 posted on 07/15/2004 9:22:51 AM PDT by Dead Dog (Expose the Media to Light, Expose the Media to Market Forces.)
[ Post Reply | Private Reply | To 1 | View Replies]

To: mikegi

I'm trying to gigure out, by the time you get to the end of the article, whether he said anything.

Is there something on the near horizon that suggests people will quit buying faster computers? I know it doesn't take much to surf FR, but after a while, a ten second boot time seems like an eternity.


3 posted on 07/15/2004 9:23:51 AM PDT by js1138 (In a minute there is time, for decisions and revisions which a minute will reverse. J Forbes Kerry)
[ Post Reply | Private Reply | To 1 | View Replies]

To: mikegi
What a butt head....

The price declines in chips have made the economy go. Cheaper and faster chips has meant the creation of new generations of technology and hence, wealth creation.

He makes one point and that is that CMOS is coming to the end of its road. In 12-15 years it will hit its wall according to many tech experts.....

welcome to the world of nanotechnology.
4 posted on 07/15/2004 9:30:26 AM PDT by misterrob
[ Post Reply | Private Reply | To 1 | View Replies]

To: js1138

A 10 second boot time? What systen do you have?! My 3.2 GHz system is overclocked to 3.84 Ghz and I don't come anywhere near 10 seconds! It is closer to 30 seconds from POST to windows opening.


5 posted on 07/15/2004 9:33:03 AM PDT by ex 98C MI Dude (Proud Member of the Reagan Republicans)
[ Post Reply | Private Reply | To 3 | View Replies]

Comment #6 Removed by Moderator

To: js1138

I haven't got a clue what his point was. I doubt he even knows what his point was.


7 posted on 07/15/2004 9:38:45 AM PDT by Pres Raygun
[ Post Reply | Private Reply | To 3 | View Replies]

To: mikegi
The semiconductor business is actually aging, uninventive and indeed decrepit. The underlying invention that constitutes the entire industry is the integrated circuit.

Well, the automobile business is based on a far older invention, the internal combustion engine. Nothing much has changed in that field since about, what, 1910? I suppose GM, Ford and Toyota better worry about going out of business, too. Oh, wait, by this guy's reasoning, they should have worried about that around 1950 or so.

Intel forecast margins of 60%. 60% margins with a dominant market position! And that's not good enough for the Street. Gag me.

8 posted on 07/15/2004 9:40:43 AM PDT by KellyAdmirer
[ Post Reply | Private Reply | To 1 | View Replies]

To: KellyAdmirer
The semiconductor business is actually aging, uninventive and indeed decrepit. The underlying invention that constitutes the entire industry is the integrated circuit.

Nope - AMD's AMD64 bit processor is giving Intel such a hotfoot that Intel has tied (unsuccessfully) to clone it and call it the IAMD64.

Intel Itanium is a coffee cup warmer and little else, AMD64 desktops are literally flying off the shelves of the computer stores for the bank for the buck, AMD has hit 58% of desktop computer sales for 01/04 quarter for the first time. Intel is doing their usual strong-arming to manufacturers esp to laptop makers, and of course Dell is the un-official outlet for Intel dumb & crippeled Celeron processor.

I'm constantly amazed how people can be fooled into buying a Celeron which is like buying a 4 cylinder car but with 2 cylinders disabled by intent.

yeah, AMD rules and IS the real innovator here.

9 posted on 07/15/2004 10:17:16 AM PDT by prophetic
[ Post Reply | Private Reply | To 8 | View Replies]

To: prophetic
Nope - AMD's AMD64 bit processor is giving Intel such a hotfoot that Intel has tied (unsuccessfully) to clone it and call it the IAMD64.

The move from 32 to 64 bits is ridiculously overhyped. It's far less significant than the move from 16 to 32 bits. I would rather the CPU makers focus on application specific technology like SSE/2/3 and clean up that mess. Another important area is dual-core cpus. But nooooo, 64 bits gives everyone in the press (like Dvorak) a hard-on so now that's the focus. What a waste.

Celerons are fine for low end users. My wife's machine is an ancient P2-based 400MHz Celeron and it's perfectly adequate for web browsing, email, and writing documents (running XP).

Anyway, the CPU world is getting stale. The real innovation/advancement is taking place in 3d graphics chips. Within the next decade we'll see raytracer hardware of some kind. Now, if Intel pour research money into that we'd see a huge advance in user interfaces.

10 posted on 07/15/2004 10:50:23 AM PDT by mikegi
[ Post Reply | Private Reply | To 9 | View Replies]

To: TelephoneMan

Crikey! What are you running, DOS 3.1?


11 posted on 07/15/2004 12:35:11 PM PDT by alnitak ("That kid's about as sharp as a pound of wet liver" - Foghorn Leghorn)
[ Post Reply | Private Reply | To 6 | View Replies]

To: mikegi

For the desktop, 64 bits will become significant in about 3 years I reckon, when we start seeing desktops with more than 3GB of RAM. Think video editing.

For servers, 64 bits is needed now. RAM is getting very cheap, it's great to be able to in-memory 30GB databases.

One thing that journos often miss about the AMD64 is that it actually has a lot more registers than the 32 bit i386 line, so when we start seeing specially compiled apps there should be a significant performance boost from that alone. Also the AMD64 can switch between 32bit and 64bit under program control, so you can have the best of both worlds.


12 posted on 07/15/2004 12:38:52 PM PDT by alnitak ("That kid's about as sharp as a pound of wet liver" - Foghorn Leghorn)
[ Post Reply | Private Reply | To 10 | View Replies]

To: mikegi
Next to Dan Gillmore, Biz Editor for the SJMN, Divorak is the dumbest writer in the computer industry.
His big claim was years ago how MIPS ment the end of Intel.
13 posted on 07/15/2004 12:47:38 PM PDT by Zathras
[ Post Reply | Private Reply | To 1 | View Replies]

To: alnitak

Lurking ... as I sit at my desk at ... Intel


14 posted on 07/15/2004 12:49:18 PM PDT by clamper1797 (This Vietnam Vet ain't Fonda Kerry)
[ Post Reply | Private Reply | To 12 | View Replies]

To: alnitak
For the desktop, 64 bits will become significant in about 3 years I reckon, when we start seeing desktops with more than 3GB of RAM. Think video editing.

You don't load an entire video into memory at one time because that isn't needed for non-realtime editing.

For servers, 64 bits is needed now. RAM is getting very cheap, it's great to be able to in-memory 30GB databases.

I'm more interested in CPUs for Joe-Six Pack.

One thing that journos often miss about the AMD64 is that it actually has a lot more registers than the 32 bit i386 line, so when we start seeing specially compiled apps there should be a significant performance boost from that alone. Also the AMD64 can switch between 32bit and 64bit under program control, so you can have the best of both worlds.

AMD was nice enough to send me all five volumes of the AMD64 Programmers Manual. The extra registers are about the only interesting thing to me (the floating point mods are good). Of course, there's always a trade off when it comes to a big register set.

15 posted on 07/15/2004 1:03:23 PM PDT by mikegi
[ Post Reply | Private Reply | To 12 | View Replies]

To: clamper1797
Lurking ... as I sit at my desk at ... Intel

Tell your boys to get hopping on the dual-core CPUs, ok? I had an old dual Celeron 400MHz box built with an Abit BP6 motherboard and it was smoother than my single P4-2.26GHz machine. HT ain't the same as DP.

16 posted on 07/15/2004 1:05:35 PM PDT by mikegi
[ Post Reply | Private Reply | To 14 | View Replies]

Comment #17 Removed by Moderator

To: clamper1797

Why did I know YOU would chime in on this thread?

LOL

Working at the office today? You poor thing you.....

So whats new? Hows married life?

Cheers,

knews hound


18 posted on 07/15/2004 1:08:36 PM PDT by knews_hound (Out of the NIC ,into the Router, out to the Cloud....Nothing but 'Net)
[ Post Reply | Private Reply | To 14 | View Replies]

To: prophetic
Athlon 64 chips,which are made in Germany, according to yesterdays AMD second quarter earnings release are surely not flying off the shelves since sales of processors declined by approximately 3%.
19 posted on 07/15/2004 1:19:12 PM PDT by Rock N Jones
[ Post Reply | Private Reply | To 9 | View Replies]

To: knews_hound
Being married is like being in a monastary ...

1. You have to keep your mouth shut
2. You don't get to go anywhere
3. And we won't talk about a womans version of salt peter ... wedding cake.

However, In all fairness ... I do have a beautiful intelligent passionate
sensitive and caring woman who puts my needs over hers

I just don't want my wife to find out about her.

I recently went to a witch doctor cause I believe someone put a curse on me ... the witch doctors asked what the exact words were to the curse ... I said they were "I now pronounce you man and wife"

Actually though I was an atheist before I got married ... now I believe in hell.

I NEED to go to an overnight doin's and get HAMMERED ... know of any coming up ???

20 posted on 07/15/2004 1:31:32 PM PDT by clamper1797 (This Vietnam Vet ain't Fonda Kerry)
[ Post Reply | Private Reply | To 18 | View Replies]


Navigation: use the links below to view more comments.
first 1-2021-27 next last

Disclaimer: Opinions posted on Free Republic are those of the individual posters and do not necessarily represent the opinion of Free Republic or its management. All materials posted herein are protected by copyright law and the exemption for fair use of copyrighted works.

Free Republic
Browse · Search
News/Activism
Topics · Post Article

FreeRepublic, LLC, PO BOX 9771, FRESNO, CA 93794
FreeRepublic.com is powered by software copyright 2000-2008 John Robinson