INTEL
O artigo abaixo foi escrito há quase seis meses. Vale no entanto a pena ler - por aqueles que têm Intel na carteira ou pensam ter - pois oferece uma fascinante e detalhada perspectiva da história do Itanium:
http://news.com.com/Itanium+A+cautionar ... tml?tag=nl
António
http://news.com.com/Itanium+A+cautionar ... tml?tag=nl
António
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Finalmente algum dinheiro a entrar (depois de um pequeno "massacre" na minha carteira nestes últimos dias, deverei admitir).
Apesar de tambem ter uma posição longa na Intel (que está a descer 6% no After), a minha posição aberta hoje na AMD tem um peso muito maior
Esta notícia representa talvez um novo passo, mais em termos psicológicos para os investidores do que reais, para a "pequena" empresa que é a AMD, quando comparada com a Intel...
AMD vai a subir 12% no After e nos últimos dias ficou inalterada enquanto os índices desciam 4%.
Dá me a ideia de que o rally da AMD não vai ficar por aqui, e talvez puxe todo o sector de semicondutores entretanto (alguns títulos em particular)
Apesar de tambem ter uma posição longa na Intel (que está a descer 6% no After), a minha posição aberta hoje na AMD tem um peso muito maior
Esta notícia representa talvez um novo passo, mais em termos psicológicos para os investidores do que reais, para a "pequena" empresa que é a AMD, quando comparada com a Intel...
AMD vai a subir 12% no After e nos últimos dias ficou inalterada enquanto os índices desciam 4%.
Dá me a ideia de que o rally da AMD não vai ficar por aqui, e talvez puxe todo o sector de semicondutores entretanto (alguns títulos em particular)
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AMD / Intel e afins...
Boas noticias para os investidores na AMD, para descontrair destes últimos dias de perdas 
Numa decisão histórica (quase) a Dell vai passar a vender computadores com CPU não Intel, neste caso AMD. Ao fim de 22 anos de parceria exclusiva.
A AMD já negociou acima de $36 no mercado pós-fecho... e amanhã abre em gap-up de certeza.
A Intel já perdeu terreno e abre em gap-down.
Também é interessante verificar um acentuar de tendência; a AMD ganha mais quota no segmento realmente lucrativo do mercado, ou seja, nos CPUs para servidores de média gama e nos CPUs para workstations de elevado rendimento, empurrando a Intel para os extremos: low end, low price, high volume; high end, very low volume.
A decisão da Dell foi quase de certeza forçada pelas perdas recentes nas vendas. Aliás, era mais do que esperada nos meios técnicos. Nos meios financeiros foi uma hipótese pouco equacionada, parece-me.
Uma verdadeira surpresa nos últimos 2 dias foi o anúncio da disponibilidade de CPUs dual-core AMD para portáteis. Depois de tanto marketing da Intel a anunciar com pompa os Core-Duo (juntamente com a apple) tem uma cerca piada que a AMD consiga chegar primeiro ao mercado, apesar de ter estado calada...
Entretanto convém não esquecer a Via: eles andem aí... e duvido que tenham a mesma sina da Cyrix. Podem fazer estragos a qualquer momento.
PS: estou um bocado enterrado em AMDs desde há várias semanas, confesso, e tinha feito um reforço recentemente
Numa decisão histórica (quase) a Dell vai passar a vender computadores com CPU não Intel, neste caso AMD. Ao fim de 22 anos de parceria exclusiva.
A AMD já negociou acima de $36 no mercado pós-fecho... e amanhã abre em gap-up de certeza.
A Intel já perdeu terreno e abre em gap-down.
Também é interessante verificar um acentuar de tendência; a AMD ganha mais quota no segmento realmente lucrativo do mercado, ou seja, nos CPUs para servidores de média gama e nos CPUs para workstations de elevado rendimento, empurrando a Intel para os extremos: low end, low price, high volume; high end, very low volume.
A decisão da Dell foi quase de certeza forçada pelas perdas recentes nas vendas. Aliás, era mais do que esperada nos meios técnicos. Nos meios financeiros foi uma hipótese pouco equacionada, parece-me.
Uma verdadeira surpresa nos últimos 2 dias foi o anúncio da disponibilidade de CPUs dual-core AMD para portáteis. Depois de tanto marketing da Intel a anunciar com pompa os Core-Duo (juntamente com a apple) tem uma cerca piada que a AMD consiga chegar primeiro ao mercado, apesar de ter estado calada...
Entretanto convém não esquecer a Via: eles andem aí... e duvido que tenham a mesma sina da Cyrix. Podem fazer estragos a qualquer momento.
PS: estou um bocado enterrado em AMDs desde há várias semanas, confesso, e tinha feito um reforço recentemente
However elegant the method we should occasionally look at the results.
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A respeito da decisão de continuar a enterrar dinheiro no Itanium (10 mil milhões de dólares, em conjunto com a HP, ou será que foi 12?), o CEO da Sun disse à uns meses atrás que estava muito contente com essa decisão da Intel, pois sabe que é dinheiro mandado para o buraco. As vendas totais do Itanium no ano passado estiveram na faixa de 5000, se bem me lembro, e acho pouco provável que alcancem volumes que justifiquem os elevados investimentos planeados.
Na década passada falava-se muito do domínio da Wintel na área dos Pcs. Para aqueles que não se lembram, Wintel = Windows + Intel. Ora a Intel já perdeu a liderança nas Cpus para a AMD. Pode ser ainda que recupere com as novas CPUs, veremos, mas o que se passa com o outro lado desse binómio famoso, a Windows da Microsoft?
Depois de muitos atrasos, o Windows Vista vai em princípio ser vendido em grandes quantidades só no início que vem, mas já há quem diga que a montanha vai parir um rato. Vejam por exemplo esta crítica:
http://www.winsupersite.com/reviews/win ... 308_05.asp
Ora nestes 5 anos desde que apareceu o Windows XP, o Linux continua a fazer avanços. Se o Windows Vista desapontar e vender mal, o que será da Microsoft?
Recentemente a Google disse que anda a examinar a distribuição Linux Ubuntu, não me espantaria nada que eles entrassem a fundo no Linux se o Windows Vista fracassar. O facto é que existe uma alternativa ao Windows, Linux, que ainda não pegou principalmente por inércia daqueles que usam Windows. Se o Windows Vista fracassar, poderá ser então o fim definitivo do binómio Wintel.
António
Na década passada falava-se muito do domínio da Wintel na área dos Pcs. Para aqueles que não se lembram, Wintel = Windows + Intel. Ora a Intel já perdeu a liderança nas Cpus para a AMD. Pode ser ainda que recupere com as novas CPUs, veremos, mas o que se passa com o outro lado desse binómio famoso, a Windows da Microsoft?
Depois de muitos atrasos, o Windows Vista vai em princípio ser vendido em grandes quantidades só no início que vem, mas já há quem diga que a montanha vai parir um rato. Vejam por exemplo esta crítica:
http://www.winsupersite.com/reviews/win ... 308_05.asp
Ora nestes 5 anos desde que apareceu o Windows XP, o Linux continua a fazer avanços. Se o Windows Vista desapontar e vender mal, o que será da Microsoft?
Recentemente a Google disse que anda a examinar a distribuição Linux Ubuntu, não me espantaria nada que eles entrassem a fundo no Linux se o Windows Vista fracassar. O facto é que existe uma alternativa ao Windows, Linux, que ainda não pegou principalmente por inércia daqueles que usam Windows. Se o Windows Vista fracassar, poderá ser então o fim definitivo do binómio Wintel.
António
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Jack Escreveu:Já agora, para se ter noção da "traction" que estes novos CPU's estão a criar, deixo um post do dono do fórum xtremesystems.org , o forúm de referência para os entusiastas...
Pois, entretanto a intel continua a pensar estoirar 12 biliões na próxima versão do itanium enquanto a divisão de x86 continua a viver das sobras. Prevejo que isso trará resultados financeiros brilhantes
Não se esqueçam que isto não é o slashdot, é o caldeirão, e a performance mede-se em $$, não em MFLOPS
PS: Se medirmos em MFLOPS neste momento os campeões são o Itanium-2 e o Power-5, cujas vendas são bastante marginais por sinal.
However elegant the method we should occasionally look at the results.
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Já agora, para se ter noção da "traction" que estes novos CPU's estão a criar, deixo um post do dono do fórum xtremesystems.org , o forúm de referência para os entusiastas...
"We are limiting the release of Conroe data to prevent excessive traffic flooding the site and bringing it down. You can expect maybe one new result per day until release."
Entretanto, já foram batidos world records de performance, usando um Intel Conroe.
"We are limiting the release of Conroe data to prevent excessive traffic flooding the site and bringing it down. You can expect maybe one new result per day until release."
Entretanto, já foram batidos world records de performance, usando um Intel Conroe.
- Mensagens: 271
- Registado: 2/10/2005 12:32
Intel Woodcrest to ship in June, Conroe July, Merom August.
By INQUIRER staff: Thursday 27 April 2006, 15:36
CHIP COMPANY INTEL has vowed to restructure the company, with CEO Paul Otellini saying he will do so after a comprehensive 90 day analysis. And Intel said it will pull the Woodcrest server launch into this quarter.
Otellini was speaking at a financial analyst's spring meeting with every part of Intel involved in the restructuring. The analysis will include examination of weak business units and cost per unit.
Otellini also talked about Merom, Conroe and Woodcrest, and said that the firm is moving rapidly to a next generation design which will include a threefold performance per watt boost.
Merom in August will coincide with the natural notebook refresh.
He said Intel will transform Xeon DP product line to Woodcrest to the tune of 75 per cent by Q4.
Intel had realised it couldn't go any further with the existing architecture. It has large teams working on the next two microarchitectures, he said. Every two years Intel will bring out a new microarchitecture.
Intel is shipping 65 nanometre processors now. Presler, Dempsey and Yonah are shrinks of 90 nano technology. Intel wanted to ramp quickly on that technology.
The new chips this year will use 65 nanometre but he said Intel will ramp to 45 nanometre swiftly using the Nehalem technology. Yes, Intel re-uses codenames. All future processors will be optimised for performance per watt, and will leapfrog on existing designs.
The chipset designs will be offset by half a generation. Intel made this change several years ago. The object is for Intel to have sustained leadership in microprocessor technology.
Intel's Viiv will deliver over $1 billion of revenue in its first year, said Intel. It outshipped Centrino in its first quarter, he claimed. Vpro will also deliver $1 billion of revenue in its first 12 months at least, he said.
Future handhelds will be always on - with the ultimate handheld devices having CE device price points, said Otellini. By the end of this decade Intel handhelds will consume only half a watt. Over 1,000 people at Intel are working on this project today.
Intel is now focused on clearing inventory of existing CPUs, and has started the company wide efficiency project. It will ramp the new platforms during the second half of this year, and focus on winning back market share.
Server offering inadequate compared to AMD
Anand Chandrasekher, on after Otellini, claimed that Intel's market share loss stabilised in the first quarter of 2006, and that his firm is positioned to regain market share in the second half of this year. Intel had lost market share and there was an inventory buildup. Its twin engines of growth - emerging markets and notebooks are still intact, he said.
Intel will "burn off inventory" that has accumulated during the second quarter. The inventory accumulated as a combination of customers demanding more during stock constraints, a moderation of market growth, and "down channel" inventory growth. Customers were taking more product from Intel than the market wanted. Intel was constrained for the bulk of 2005 so its customers carried a "longer pipeline", said Chadrasekher. That introduced "cloudiness" into the market.
The new products Intel is introducing will prompt its customers to "burn off" the stock. He said Intel will clear out the excess inventory of several million units during Q2.
Intel lost market share in the channel, in the retail market, and in the servers. The chipset supply impacted it in retail. During 2005 Intel allocated its chipsets, supplying the server market from the top, prioritised its corporate desktop supplies and prioritised its mobile chipset supply Its roadmap in servers was inadequate because AMD had a better product, said Chandrasekher.
He said that Intel will win back market share on chipset supply in the future. It had recruited third party vendors (read ATI) to fulfil the shortfall. The move to 65 nanometres will ease its shortages, he said.
Fixing chipset supply will allow Intel to win back share - AMD did not have a better product. Intel decided not to bid on all the business because it knew it could not supply enough. But retail cost more share than it had anticipated. Intel mobo supply to the channel also showed a shortfall last year, but it can now meet channel demand, he said. The third party ATI chipset helped fix the channel demand, he said. Channel customers still have a desire to do business with Intel and when there is competitive product, market share will come back.
Hexus.net and Anandtech to say that Conroe designs were fab. But you will remember some questions were asked at the last Intel Developer Forum about the odd way Intel allowed these two hardware sites to "review" the Conroe chip.
Servers was Intel's weakest area, admitted Chandrasekher. Bensley and Sossaman will help it win back share, while the second half ramp of Woodcrest will assist Intel to claw that back. The second half will see a "market share rebound" in the second half.
Yahoo is evaluating Woodcrest as well as a "lot of other customers" evaluating the server chip. Those include customers in the financial services community. Market share won't be clawed back as fast in the channel and retail side, he said. Intel already has over 100 design wins for Conroe mobos, he said. One hundred designs for Merom are already ready, he claimed. Intel has 200 plus Viiv designs slated for this year.
Bryant does bean counter thing
Chief bean counter Andy Bryant said he wouldn't try and charm the analysts this time round, which drew laughs from the analysts. He quoted Andy Grove as saying: "Profits are the lifeblood of enterprise. Don't let anyone tell you different." He said he was showing more information than he'd really like to.
Intel will reduce 2006 spending by $1 billion, make a $300 million reduction in 2006 capital expenditure, and look at the headcount as well as non performing groups of the business.
In 2006 two things including the ramp to 65 nanometres and overheads including labour were rising, but labout will go down a bit next year. He said unit costs of microprocessors will fall during 2007.
Dual core unit cost starts relatively expensive but comes down and by the end of next year the average price of dual core will be the same as unicore. The penalty for dual core is short term.
Microprocessor inventories will be down in Q2 and Q3 and are under control, said Bryant. Chipset unit costs in Q3 will be slightly more expensive and grow through 2007, because of the Broadwater platform, which is an expensive product. But quarter by quarter the average cost of the chipset will fall. This year there will be margin pressure because it's being produced in a 12-inch fab.
Capital intensity costs are more than Intel wanted in 2006 and are likely to stay the same during 2007. The reason is the chipset business is growing.
Forty five nanometre capital equipment by node is a considerable investment in 2006. But Intel has also invested in 90 nanometre tech because it's putting efforts into moving chipsets to 12-inch wafers. Nevertheless, Intel fabs will be full during 2007.
By INQUIRER staff: Thursday 27 April 2006, 15:36
CHIP COMPANY INTEL has vowed to restructure the company, with CEO Paul Otellini saying he will do so after a comprehensive 90 day analysis. And Intel said it will pull the Woodcrest server launch into this quarter.
Otellini was speaking at a financial analyst's spring meeting with every part of Intel involved in the restructuring. The analysis will include examination of weak business units and cost per unit.
Otellini also talked about Merom, Conroe and Woodcrest, and said that the firm is moving rapidly to a next generation design which will include a threefold performance per watt boost.
Merom in August will coincide with the natural notebook refresh.
He said Intel will transform Xeon DP product line to Woodcrest to the tune of 75 per cent by Q4.
Intel had realised it couldn't go any further with the existing architecture. It has large teams working on the next two microarchitectures, he said. Every two years Intel will bring out a new microarchitecture.
Intel is shipping 65 nanometre processors now. Presler, Dempsey and Yonah are shrinks of 90 nano technology. Intel wanted to ramp quickly on that technology.
The new chips this year will use 65 nanometre but he said Intel will ramp to 45 nanometre swiftly using the Nehalem technology. Yes, Intel re-uses codenames. All future processors will be optimised for performance per watt, and will leapfrog on existing designs.
The chipset designs will be offset by half a generation. Intel made this change several years ago. The object is for Intel to have sustained leadership in microprocessor technology.
Intel's Viiv will deliver over $1 billion of revenue in its first year, said Intel. It outshipped Centrino in its first quarter, he claimed. Vpro will also deliver $1 billion of revenue in its first 12 months at least, he said.
Future handhelds will be always on - with the ultimate handheld devices having CE device price points, said Otellini. By the end of this decade Intel handhelds will consume only half a watt. Over 1,000 people at Intel are working on this project today.
Intel is now focused on clearing inventory of existing CPUs, and has started the company wide efficiency project. It will ramp the new platforms during the second half of this year, and focus on winning back market share.
Server offering inadequate compared to AMD
Anand Chandrasekher, on after Otellini, claimed that Intel's market share loss stabilised in the first quarter of 2006, and that his firm is positioned to regain market share in the second half of this year. Intel had lost market share and there was an inventory buildup. Its twin engines of growth - emerging markets and notebooks are still intact, he said.
Intel will "burn off inventory" that has accumulated during the second quarter. The inventory accumulated as a combination of customers demanding more during stock constraints, a moderation of market growth, and "down channel" inventory growth. Customers were taking more product from Intel than the market wanted. Intel was constrained for the bulk of 2005 so its customers carried a "longer pipeline", said Chadrasekher. That introduced "cloudiness" into the market.
The new products Intel is introducing will prompt its customers to "burn off" the stock. He said Intel will clear out the excess inventory of several million units during Q2.
Intel lost market share in the channel, in the retail market, and in the servers. The chipset supply impacted it in retail. During 2005 Intel allocated its chipsets, supplying the server market from the top, prioritised its corporate desktop supplies and prioritised its mobile chipset supply Its roadmap in servers was inadequate because AMD had a better product, said Chandrasekher.
He said that Intel will win back market share on chipset supply in the future. It had recruited third party vendors (read ATI) to fulfil the shortfall. The move to 65 nanometres will ease its shortages, he said.
Fixing chipset supply will allow Intel to win back share - AMD did not have a better product. Intel decided not to bid on all the business because it knew it could not supply enough. But retail cost more share than it had anticipated. Intel mobo supply to the channel also showed a shortfall last year, but it can now meet channel demand, he said. The third party ATI chipset helped fix the channel demand, he said. Channel customers still have a desire to do business with Intel and when there is competitive product, market share will come back.
Hexus.net and Anandtech to say that Conroe designs were fab. But you will remember some questions were asked at the last Intel Developer Forum about the odd way Intel allowed these two hardware sites to "review" the Conroe chip.
Servers was Intel's weakest area, admitted Chandrasekher. Bensley and Sossaman will help it win back share, while the second half ramp of Woodcrest will assist Intel to claw that back. The second half will see a "market share rebound" in the second half.
Yahoo is evaluating Woodcrest as well as a "lot of other customers" evaluating the server chip. Those include customers in the financial services community. Market share won't be clawed back as fast in the channel and retail side, he said. Intel already has over 100 design wins for Conroe mobos, he said. One hundred designs for Merom are already ready, he claimed. Intel has 200 plus Viiv designs slated for this year.
Bryant does bean counter thing
Chief bean counter Andy Bryant said he wouldn't try and charm the analysts this time round, which drew laughs from the analysts. He quoted Andy Grove as saying: "Profits are the lifeblood of enterprise. Don't let anyone tell you different." He said he was showing more information than he'd really like to.
Intel will reduce 2006 spending by $1 billion, make a $300 million reduction in 2006 capital expenditure, and look at the headcount as well as non performing groups of the business.
In 2006 two things including the ramp to 65 nanometres and overheads including labour were rising, but labout will go down a bit next year. He said unit costs of microprocessors will fall during 2007.
Dual core unit cost starts relatively expensive but comes down and by the end of next year the average price of dual core will be the same as unicore. The penalty for dual core is short term.
Microprocessor inventories will be down in Q2 and Q3 and are under control, said Bryant. Chipset unit costs in Q3 will be slightly more expensive and grow through 2007, because of the Broadwater platform, which is an expensive product. But quarter by quarter the average cost of the chipset will fall. This year there will be margin pressure because it's being produced in a 12-inch fab.
Capital intensity costs are more than Intel wanted in 2006 and are likely to stay the same during 2007. The reason is the chipset business is growing.
Forty five nanometre capital equipment by node is a considerable investment in 2006. But Intel has also invested in 90 nanometre tech because it's putting efforts into moving chipsets to 12-inch wafers. Nevertheless, Intel fabs will be full during 2007.
- Mensagens: 271
- Registado: 2/10/2005 12:32
Já anda a "cheirar" os 20USD. Acima da MM50 que está nos 19,82USD.
"O desprezo pelo dinheiro é frequente, sobretudo naqueles que não o possuem"
Fonte: "La Philosophie de G. C."
Autor: Courteline , Georges
Site porreiro para jogar (carregar em Arcade) : www.gamespt.net
Fonte: "La Philosophie de G. C."
Autor: Courteline , Georges
Site porreiro para jogar (carregar em Arcade) : www.gamespt.net
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- Localização: gemunda
Apesar de não estar optimista a curto prazo... e ainda com bastantes incertezas quanto ao médio prazo.
O Longo prazo parece-me bastante diferente. A "promessa" do novo CPU Conroe, de fazer à AMD aquilo que esta tem vindo a fazer com a Intel desde que lançou os primeiros Thunderbirds.
Se a Intel conseguir lançar o Conroe com as performances que até agora prometeu, na data que prometeu, então a AMD poderá ter finalmente competição à altura após cerca de 3/4 anos de baixas performances da parte da Intel.
Tecnicamente falando o título já demonstra alguma vontade de não fazer novos mínimos relativos. Apesar de ainda faltar bastante para uma confirmação da inversão eu já estou a "reposicionar-me estratégicamente" para um trade de longo prazo na Intel.
Quanto à AMD, continua com bom aspecto em todos os prazos temporais, ainda com muito espaço para crescer..
Cumprimentos
O Longo prazo parece-me bastante diferente. A "promessa" do novo CPU Conroe, de fazer à AMD aquilo que esta tem vindo a fazer com a Intel desde que lançou os primeiros Thunderbirds.
Se a Intel conseguir lançar o Conroe com as performances que até agora prometeu, na data que prometeu, então a AMD poderá ter finalmente competição à altura após cerca de 3/4 anos de baixas performances da parte da Intel.
Tecnicamente falando o título já demonstra alguma vontade de não fazer novos mínimos relativos. Apesar de ainda faltar bastante para uma confirmação da inversão eu já estou a "reposicionar-me estratégicamente" para um trade de longo prazo na Intel.
Quanto à AMD, continua com bom aspecto em todos os prazos temporais, ainda com muito espaço para crescer..
Cumprimentos
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Hmmm... acho que deverias ler de novo o que escrevi.
O que eu disse foi que o problema da Intel foi a performance, e principalmente, performance por watt. Foi.
Vai deixar de ser, com a saída dos Conroe. Processadores que ainda não estão no mercado. Vão sair no início do Q3.
A minha opinião é a de que a AMD tem tudo para cair (TF de um ano) e a Intel subir.
Mas cada um sabe de si, e o Bernanke sabe de todos! LOL
Abraço
O que eu disse foi que o problema da Intel foi a performance, e principalmente, performance por watt. Foi.
Vai deixar de ser, com a saída dos Conroe. Processadores que ainda não estão no mercado. Vão sair no início do Q3.
A minha opinião é a de que a AMD tem tudo para cair (TF de um ano) e a Intel subir.
Mas cada um sabe de si, e o Bernanke sabe de todos! LOL
Abraço
- Mensagens: 271
- Registado: 2/10/2005 12:32
Intel, AMD e afins
Jack Escreveu:Quick Conclusion(s): [...] More importantly, Intel Conroe is showing an increase in performance over AMD X2/DC Opteron CPUs in the range of 12 to 40% with an average increase of ~23%.
Portanto uma vez mais o problema da Intel não é a performance... nem a engenharia.
Quanto à AMD, mudei de opinião e entrei na segunda feira a $33.46 e continuo optimista, apesar do mercado não me estar a dar razão. Dos $30 não devem descer... e até me estou a espantar com a descida porque nos últimos 2 dias só têm saído boas noticias, mas enfim, a bolsa é assim e também são estas discrepâncias que acabam por nos permitir ganhar dinheiro
Porque é que mudei? Dois motivos: Parece-me que a concorrência chineza da Via (e afins) ainda não está à altura e a Intel continua demasiado letárgica e desejosa de enterrar capital no Itanium. E isso penso que vai dar imenso espaço de crescimento à AMD a ponto de surpreender largamente as expectativas instaladas.
However elegant the method we should occasionally look at the results.
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rnbc Escreveu:Quanto à performance não concordo contigo.
Benchmark: PCMark05 CPU Suite
AMD FX-57 @ 3.6Ghz vs. Intel "Conroe" ES @ 2.66Ghz vs. AMD X2 4400+ @ 2.66Ghz
CPU: AMD 0516 FX-57 @ 3.6Ghz (257x14) @ 1.7v
Memory: 2x512MB PC-3200 Mushkin BH-5 @ 2-2-2-5, 257Mhz 1:1
Motherboard: DFI LanParty Venus NF4 SLI-DR
Cooling: Custom 'Chilly1' single-stage autocascade
CPU Temps: -30C idle, -15C full load while benching
OS: WinXP Pro SP2
File Compression: 13.889 MB/s
File Decompression: 212.599 MB/s
File Encyption: 74.068 MB/s
File Decryption: 61.977 MB/s
Image Decompression: 41.232 MPixels/s
Audio Compression: 4072.237 KB/s
Multithreaded Test 1 *
File Compression: 7.246 MB/s
File Encryption: 37.099 MB/s
Multithreaded Test 2 *
File Decompression: 53.841 MB/s
File Decryption: 15.823 MB/s
Audio Decompression: 797.756 KB/s
Image Decompression: 10.534 MPixels/s
* denotes multithreaded benchmark running on a single core CPU
FX-57 @ 3.6Ghz score: 5215 (compared to Conroe: -23%)
CPU: Intel "Conroe" 2.13Ghz ES @ 2.66Ghz (333x8) @ 1.15v
Memory: 2x512MB PC2-4200 Mushkin @ 3-2-2-4, 333Mhz 1:1
Motherboard: Intel D975XBX "Bad Axe"
Cooling: Stock Intel aluminum heatsink, ambient ~22C
CPU Temps: 35C idle, 41C full load while benching (according to EVEREST)
OS: WinXP Pro SP2
***NOTE: Score "+%" are compared to AMD X2 4400+ @ 2.66Ghz (DC vs. DC)
File Compression: 11.871 MB/s (+20.5%)
File Decompression: 176.380 MB/s (+12%)
File Encyption: 73.726 MB/s (+27%)
File Decryption: 73.704 MB/s (+39%)
Image Decompression: 36.244 MPixels/s (+19%)
Audio Compression: 3403.169 KB/s (+12.8%)
Multithreaded Test 1
File Compression: 11.854 MB/s (+18.6%)
File Encryption: 73.337 MB/s (+27%)
Multithreaded Test 2
File Decompression: 88.192 MB/s (+14.2%)
File Decryption: 37.055 MB/s (+40%)
Audio Decompression: 1366.343 KB/s (+17.3%)
Image Decompression: 18.134 MPixels/s (+17.2%)
Conroe @ 2.66Ghz score: 6761 (increase over X2 4400+: +22.5%)
CPU: AMD X2 4400+ @ 2.66Ghz (242x11) @ 1.64v
Memory: 2x1GB PC-4000 OCZ UCCC @ 3-4-3-7, 242Mhz 1:1
Motherboard: DFI LanParty NF4 SLI-DR
Cooling: Water cooling, ambient ~20C
CPU Temps: 38C full load while benching
OS: WinXP Pro SP2
File Compression: 9.457 MB/s (-20.5%)
File Decompression: 155.303 MB/s (-12%)
File Encyption: 53.860 MB/s (-27%)
File Decryption: 45.153 MB/s (-39%)
Image Decompression: 29.364 MPixels/s (-19%)
Audio Compression: 2969.621 KB/s (-12.8%)
Multithreaded Test 1
File Compression: 9.656 MB/s (-18.6%)
File Encryption: 53.557 MB/s (-27%)
Multithreaded Test 2
File Decompression: 75.682 MB/s (-14.2%)
File Decryption: 22.423 MB/s (-40%)
Audio Decompression: 1128.614 KB/s (-17.3%)
Image Decompression: 15.029 MPixels/s (-17.2%)
4400+ @ 2.66Ghz score: 5240 (compared to Conroe: -22.5%)
Quick Conclusion(s): An AMD single core @ 3.6Ghz is approximately equivalent to an AMD dual core @ 2.66Ghz. (Shows the real power of slower DC systems compared to "faster" single core benchmarking systems. My, how things have changed....). More importantly, Intel Conroe is showing an increase in performance over AMD X2/DC Opteron CPUs in the range of 12 to 40% with an average increase of ~23%.
-FCG xs.org
http://www.xtremesystems.org/forums/...ad.php?t=97609
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Jack Escreveu:Jim Cramer Escreveu:(...)but it won't be good unless somehow Microsoft throws us a bone."
(in www.realmoney.com)
Office 2007.
Microsoft Delays Office 2007
The Office 2007 Beta 1 release includes a huge overhaul on the interface
Along with Windows Vista, Office 2007 will be released in January, 2007
Microsoft announced today that along with Windows Vista, the next version of Office -- Office 2007 -- will also be delayed. Originally slated for release during the holiday season of this year, both Office and Vista are being pushed back to early 2007. According to Microsoft, Office was pushed back to co-launch with Windows Vista. The date currently set for release is sometime in January but no official day has been set.
Office 2007 is herald to be a true next-generation of the Office suite. Previously, releases of Office have only come with minor upgrades and in most cases many customers have complained that the price of every new version of Office does not warrant what's delivered. Office 2007 however, is expected to bring an entirely new working environment. New user interface, new file formats and new a core design -- Office 2007 will be integrating with Vista as well as support Microsoft's suite of Live products.
Those who were hoping to hop onto an entire new platform of Microsoft software will have to wait just a bit longer.
- Anexos
-
- office12.png (76.04 KiB) Visualizado 1866 vezes
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- Registado: 2/10/2005 12:32
Um atigo interessante, para analisar este assunto do MS Vista, no contexto da industria.
________________
Original URL: http://www.tgdaily.com/2006/03/22/micro ... try_vista/
Vista in 2007: Microsoft delays an OS, postpones an industry
By Scott M. Fulton, III
Published Wednesday 22nd March 2006 20:42 GMT
Redmond (WA) - The official reason being given by Microsoft for the delay of broad availability of Windows Vista until 2007, as presented late yesterday by outgoing co-president Jim Allchin, is this: Quality concerns, some of which apparently concerned system security, that turned up during product testing, prompted Microsoft to push its release date from October to November. But certain Microsoft partners - some of them PC manufacturers, plus some smaller OEMs, perhaps supporting equipment manufacturers, and some retailers, but none of them named - requested that if Microsoft were going to delay until November anyway, it might as well push forward into January. The reason given was apparently that it's difficult to launch, promote, and ship new products so close to the holidays.
"Our industry partners, as you probably know, during the December [selling] season, need quite a bit of time, and an extremely high level of confidence and certainty about that period of time," Allchin told analysts in a conference call yesterday. "Now, we've been in discussions with them, and in order for all the industry to be ready, instead of just part of the industry, we've decided to prioritize around the customer and partner satisfaction for the broad availability, to be in January of 2007. This will ensure great out-of-the-box experience for Windows Vista customers, and ensure that all of our partners are prepared at the same time."
That is the official line, more or less, from Microsoft. The scope of the delay, as Allchin framed it yesterday, is merely a few weeks. Let's take a good look at which few weeks those are. Just a few weeks ago, with the company holding true to "the second half of this year" as its release window, indications from Microsoft and its partners began centering around late September at the earliest. This would have given Microsoft and its partners optimal time to ramp up a promotional program, though October would probably also have been fine. November, as we've reported before (http://www.tgdaily.com/2006/03/16/sony_ ... e_impacts/) with regard to a completely different product, is cutting it close, but not so close as to completely obliterate PC sales for the holidays.
Allchin sees no reason to expect PC sales forecasts for the year to change. You can read that last sentence over again; I promise you it is not in error. Allchin stated yesterday that Microsoft was asked to make this delay by the very PC manufacturers whose sales figures are bound to be hurt. "To be clear, the reason why we're doing this is because they asked us to do this. To be clear, some would like for us to continue, and some wouldn't. So what we're trying to do is think about the whole industry, and we don't see any plan in change in terms of PC forecast."
Yesterday, the euphemisms were flying, and the time machine was engaged in overdrive as a time period that's basically a shift from the second half of one year to the first half of the next one - a minimum of six months - was shaved down by multiple characterizations to two or three weeks, tops. "We needed just a few more weeks, and that puts us in what we would call a 'bubble' where some partners would be impacted more than others, and we decided to optimize it for the entire industry. So because of the industry logistics, we needed a few more weeks...to make [Vista] available in two stages: one for business and one for consumers, one in November and one in January."
If you look at the delay even more closely, from Microsoft's internal perspective, Allchin says it isn't even really a delay. "Obviously, we're still shipping Windows Vista in our next fiscal year," he told analysts, "so from our perspective, we're not changing anything about what our anticipation is next year."
Perhaps you're wondering too, just what sort of manufacturer would request that Microsoft jettison the otherwise all-important holiday selling season? A Dell spokesperson declined comment on that question to TG Daily today, other than to say that the company looks forward to Vista, and that "Dell believes Microsoft Windows Vista will help redefine personal computing for the next generation of users." (The current generation may be stuck with Windows XP for awhile.)
But HP, an executive of which was quoted in Microsoft's delay statement yesterday, offered a longer and more detailed response to our inquiry. "As Microsoft is one of HP's most valued and trusted partners," said the HP spokesperson, "we fully support them in determining the most appropriate schedule for the Windows Vista launch. We will continue to work together closely to ensure that we jointly deliver to customers the best total technology experience available, and look forward to focusing on an exciting post-holiday launch of the new operating system. And of course, we are continuing our plans to support Windows Vista across our consumer and business product lines."
If HP truly is working with Microsoft in the scheduling department, then the fact that HP is 1) honing up to that fact, and 2) not complaining about circumstances, may make that company a candidate for one of Allchin's mystery companies.
Won't the delay basically destroy PC sales for the remainder of the year, though, including for HP, as consumers wait until they can purchase something they can see? In its response, HP didn't exactly say no: "Holiday is usually our strongest season, and we still expect it to be so, but it's a bit too early for us to share any detail on specific offerings or upgrade plans for those products," the spokesperson told TG Daily. But, with more than 90 percent of our consumer PC portfolio qualifying as "Vista Capable," customers concerned with future compatibility with the new operating system will be able to purchase with confidence that their HP system will continue to serve them well as they look to move to Vista and other system upgrades of their choice.
--------------------------------------------------------------------------------
How the glitch stole Christmas
ATI's response to our inquiry is at least equally as interesting, if not more so. From the graphics card manufacturer's perspective, "we don't see the delay in Vista has having much of an impact on ATI at all," a spokesperson wrote. "While we are extremely excited about the new opportunities Vista will bring in terms of making graphics important to people outside of the gaming community, it does not change our plans and we are by no means dependant on its availability."
But in the company's next paragraph, it changes its tune, especially with regard to the importance Vista will have in the gaming market. Surprisingly, ATI doesn't believe now there will be much of one. "It is in ATI's and everyone's best interest to see a very successful Vista launch when the new operating system is fully and completely ready," the spokesperson writes. "So in that vein, we support Microsoft's schedule retargeting as positive for us and the industry in general. When it comes to graphics, much of the benefit of Vista is to the enterprise/business market (due to increased stability and better security), and Microsoft has stated that enterprise/business users will get Vista in November. This is a very small schedule slip of just a month. ATI has and will continue to focus its efforts on working closely with our OEM customers to ensure they are building PCs that are ready to support Windows Vista when it launches."
So in addition to fabulous flying euphemisms and temporal fudge factors, from the world of politics, add the tactic of lowering expectations, which ATI now seems to be doing. Last September, ATI representatives told us in Microsoft's presence that Vista would change the world for them, that it would redefine consumer expectations for graphics performance. Now, all of a sudden, Vista is really just a business update for Windows. You can't say a delay of this magnitude doesn't change one's perspective on things.
While some other companies are willing to comment, the thunderous silence of others could perhaps say just as much, if not more. Today, an Intel spokesperson declined all comment on this specific issue, on behalf of all corporate divisions. Intel will have nothing to say. AMD has yet to respond to our inquiry.
In Jim Allchin's conference yesterday, he noted several times that the company needed just a few extra weeks of development time. He was peppered with questions about that interval: How could Microsoft predict that it only needed a few more weeks, as opposed to, say, another quarter or even six months (in real time)? His answer is almost poetic in its symbolism: "'Quality' is a very comprehensive term. We have a set of metrics that we're watching, and we are ratcheting up these metrics higher than we've ever ratcheted them up before." Noting that testers have had so many comments in response to the recent February CTP release of Vista, he added, "It perhaps is funny that the feedback from the CTP in February is so strong. I could be wrong, but I wouldn't be surprised if people end up saying, once the get the next CTP, 'This thing's good enough, why didn't you ship this?' But for us, it won't be high enough quality.
"I think in every Windows release," Allchin continued, "we ratchet up what we're trying to do in terms of performance, making sure we have appropriate drivers, efficient testing, etc. If I had to pick out one aspect [to focus our attention on], I guess...we're trying to crank up the security level higher than ever. So there's specific features that we're going to usability testing with, we're getting feedback on, and we're continuing to hone. But in the scheme of things, you have to understand, this came down to a few weeks. But we're trying to do the responsible thing here, and step back and say, 'How can we best help the [customer] here and take a responsible leadership role, even though we're talking about, the delta's only a few weeks?'"
When Sony delayed its PlayStation 3 console from June to November, we wrote about how June was characterized as "spring," and how the June to November interval was the second worst three months the company could have chosen, the worst being from October to January. We received some mail advising us to, essentially, do the math. Yesterday, we were introduced to a newly ratcheted-up form of math altogether. These next "few weeks," we believe, could possibly seem like a whole year.
More in-depth analysis on the Windows Vista delay later today on TG Daily.
________________
Original URL: http://www.tgdaily.com/2006/03/22/micro ... try_vista/
Vista in 2007: Microsoft delays an OS, postpones an industry
By Scott M. Fulton, III
Published Wednesday 22nd March 2006 20:42 GMT
Redmond (WA) - The official reason being given by Microsoft for the delay of broad availability of Windows Vista until 2007, as presented late yesterday by outgoing co-president Jim Allchin, is this: Quality concerns, some of which apparently concerned system security, that turned up during product testing, prompted Microsoft to push its release date from October to November. But certain Microsoft partners - some of them PC manufacturers, plus some smaller OEMs, perhaps supporting equipment manufacturers, and some retailers, but none of them named - requested that if Microsoft were going to delay until November anyway, it might as well push forward into January. The reason given was apparently that it's difficult to launch, promote, and ship new products so close to the holidays.
"Our industry partners, as you probably know, during the December [selling] season, need quite a bit of time, and an extremely high level of confidence and certainty about that period of time," Allchin told analysts in a conference call yesterday. "Now, we've been in discussions with them, and in order for all the industry to be ready, instead of just part of the industry, we've decided to prioritize around the customer and partner satisfaction for the broad availability, to be in January of 2007. This will ensure great out-of-the-box experience for Windows Vista customers, and ensure that all of our partners are prepared at the same time."
That is the official line, more or less, from Microsoft. The scope of the delay, as Allchin framed it yesterday, is merely a few weeks. Let's take a good look at which few weeks those are. Just a few weeks ago, with the company holding true to "the second half of this year" as its release window, indications from Microsoft and its partners began centering around late September at the earliest. This would have given Microsoft and its partners optimal time to ramp up a promotional program, though October would probably also have been fine. November, as we've reported before (http://www.tgdaily.com/2006/03/16/sony_ ... e_impacts/) with regard to a completely different product, is cutting it close, but not so close as to completely obliterate PC sales for the holidays.
Allchin sees no reason to expect PC sales forecasts for the year to change. You can read that last sentence over again; I promise you it is not in error. Allchin stated yesterday that Microsoft was asked to make this delay by the very PC manufacturers whose sales figures are bound to be hurt. "To be clear, the reason why we're doing this is because they asked us to do this. To be clear, some would like for us to continue, and some wouldn't. So what we're trying to do is think about the whole industry, and we don't see any plan in change in terms of PC forecast."
Yesterday, the euphemisms were flying, and the time machine was engaged in overdrive as a time period that's basically a shift from the second half of one year to the first half of the next one - a minimum of six months - was shaved down by multiple characterizations to two or three weeks, tops. "We needed just a few more weeks, and that puts us in what we would call a 'bubble' where some partners would be impacted more than others, and we decided to optimize it for the entire industry. So because of the industry logistics, we needed a few more weeks...to make [Vista] available in two stages: one for business and one for consumers, one in November and one in January."
If you look at the delay even more closely, from Microsoft's internal perspective, Allchin says it isn't even really a delay. "Obviously, we're still shipping Windows Vista in our next fiscal year," he told analysts, "so from our perspective, we're not changing anything about what our anticipation is next year."
Perhaps you're wondering too, just what sort of manufacturer would request that Microsoft jettison the otherwise all-important holiday selling season? A Dell spokesperson declined comment on that question to TG Daily today, other than to say that the company looks forward to Vista, and that "Dell believes Microsoft Windows Vista will help redefine personal computing for the next generation of users." (The current generation may be stuck with Windows XP for awhile.)
But HP, an executive of which was quoted in Microsoft's delay statement yesterday, offered a longer and more detailed response to our inquiry. "As Microsoft is one of HP's most valued and trusted partners," said the HP spokesperson, "we fully support them in determining the most appropriate schedule for the Windows Vista launch. We will continue to work together closely to ensure that we jointly deliver to customers the best total technology experience available, and look forward to focusing on an exciting post-holiday launch of the new operating system. And of course, we are continuing our plans to support Windows Vista across our consumer and business product lines."
If HP truly is working with Microsoft in the scheduling department, then the fact that HP is 1) honing up to that fact, and 2) not complaining about circumstances, may make that company a candidate for one of Allchin's mystery companies.
Won't the delay basically destroy PC sales for the remainder of the year, though, including for HP, as consumers wait until they can purchase something they can see? In its response, HP didn't exactly say no: "Holiday is usually our strongest season, and we still expect it to be so, but it's a bit too early for us to share any detail on specific offerings or upgrade plans for those products," the spokesperson told TG Daily. But, with more than 90 percent of our consumer PC portfolio qualifying as "Vista Capable," customers concerned with future compatibility with the new operating system will be able to purchase with confidence that their HP system will continue to serve them well as they look to move to Vista and other system upgrades of their choice.
--------------------------------------------------------------------------------
How the glitch stole Christmas
ATI's response to our inquiry is at least equally as interesting, if not more so. From the graphics card manufacturer's perspective, "we don't see the delay in Vista has having much of an impact on ATI at all," a spokesperson wrote. "While we are extremely excited about the new opportunities Vista will bring in terms of making graphics important to people outside of the gaming community, it does not change our plans and we are by no means dependant on its availability."
But in the company's next paragraph, it changes its tune, especially with regard to the importance Vista will have in the gaming market. Surprisingly, ATI doesn't believe now there will be much of one. "It is in ATI's and everyone's best interest to see a very successful Vista launch when the new operating system is fully and completely ready," the spokesperson writes. "So in that vein, we support Microsoft's schedule retargeting as positive for us and the industry in general. When it comes to graphics, much of the benefit of Vista is to the enterprise/business market (due to increased stability and better security), and Microsoft has stated that enterprise/business users will get Vista in November. This is a very small schedule slip of just a month. ATI has and will continue to focus its efforts on working closely with our OEM customers to ensure they are building PCs that are ready to support Windows Vista when it launches."
So in addition to fabulous flying euphemisms and temporal fudge factors, from the world of politics, add the tactic of lowering expectations, which ATI now seems to be doing. Last September, ATI representatives told us in Microsoft's presence that Vista would change the world for them, that it would redefine consumer expectations for graphics performance. Now, all of a sudden, Vista is really just a business update for Windows. You can't say a delay of this magnitude doesn't change one's perspective on things.
While some other companies are willing to comment, the thunderous silence of others could perhaps say just as much, if not more. Today, an Intel spokesperson declined all comment on this specific issue, on behalf of all corporate divisions. Intel will have nothing to say. AMD has yet to respond to our inquiry.
In Jim Allchin's conference yesterday, he noted several times that the company needed just a few extra weeks of development time. He was peppered with questions about that interval: How could Microsoft predict that it only needed a few more weeks, as opposed to, say, another quarter or even six months (in real time)? His answer is almost poetic in its symbolism: "'Quality' is a very comprehensive term. We have a set of metrics that we're watching, and we are ratcheting up these metrics higher than we've ever ratcheted them up before." Noting that testers have had so many comments in response to the recent February CTP release of Vista, he added, "It perhaps is funny that the feedback from the CTP in February is so strong. I could be wrong, but I wouldn't be surprised if people end up saying, once the get the next CTP, 'This thing's good enough, why didn't you ship this?' But for us, it won't be high enough quality.
"I think in every Windows release," Allchin continued, "we ratchet up what we're trying to do in terms of performance, making sure we have appropriate drivers, efficient testing, etc. If I had to pick out one aspect [to focus our attention on], I guess...we're trying to crank up the security level higher than ever. So there's specific features that we're going to usability testing with, we're getting feedback on, and we're continuing to hone. But in the scheme of things, you have to understand, this came down to a few weeks. But we're trying to do the responsible thing here, and step back and say, 'How can we best help the [customer] here and take a responsible leadership role, even though we're talking about, the delta's only a few weeks?'"
When Sony delayed its PlayStation 3 console from June to November, we wrote about how June was characterized as "spring," and how the June to November interval was the second worst three months the company could have chosen, the worst being from October to January. We received some mail advising us to, essentially, do the math. Yesterday, we were introduced to a newly ratcheted-up form of math altogether. These next "few weeks," we believe, could possibly seem like a whole year.
More in-depth analysis on the Windows Vista delay later today on TG Daily.
- Mensagens: 271
- Registado: 2/10/2005 12:32
-
- Mensagens: 3299
- Registado: 8/2/2006 17:32
Kesier, muito em linha com o breve comentário que o james Altucher, do Realmoney, acabou de colocar:
James Altucher
MSFT Vista - big deal.
3/22/2006 10:16 AM EST
"I understand that the delay of MSFT Vista is a negative for the company. But its not that big a deal for the market, and even MSFT in the long run. First off, the enterprise edition is coming out in November. Its the upgrade cycle for companies that are going to drive the bulk of initial sales. Its not like people were going to buy their loved ones the Vista operating system for Christmas. Nor do I really think people will delay a computer purchase because they can't get a new, buggy, operating system on it. I'll take XP over Vista for the first 6 months to a year anyway.
Second, people are saying this might effect the entire tech sector. I just don't understand why. Lets say its a 3 month delay for consumers. How does this put a permanent stench on the entire sector? Was technology all a scam after all and now this underlines it? "
(in www.realmoney.com)
James Altucher
MSFT Vista - big deal.
3/22/2006 10:16 AM EST
"I understand that the delay of MSFT Vista is a negative for the company. But its not that big a deal for the market, and even MSFT in the long run. First off, the enterprise edition is coming out in November. Its the upgrade cycle for companies that are going to drive the bulk of initial sales. Its not like people were going to buy their loved ones the Vista operating system for Christmas. Nor do I really think people will delay a computer purchase because they can't get a new, buggy, operating system on it. I'll take XP over Vista for the first 6 months to a year anyway.
Second, people are saying this might effect the entire tech sector. I just don't understand why. Lets say its a 3 month delay for consumers. How does this put a permanent stench on the entire sector? Was technology all a scam after all and now this underlines it? "
(in www.realmoney.com)
-
- Administrador Fórum
- Mensagens: 31013
- Registado: 29/10/2002 4:04
- Localização: Aveiro
Jack Escreveu:Relativamente ao adiamento, é uma semi-falsa questão. As espectativas eram de sair em Outubro/Novembro, portanto um/dois meses não é nada, criando a vantagem de nessa altura (Janeiro) já estar muito mais disponível o hardware para criar PC's "Vista Ready":
perde as vendas de Natal, bastante importantes
os consumidores irão ter relutãncia em comprar hardware vista ready antecipadamente, se depois tiverem que fazerem a instalação do sistema operativo em casa quando este sair ( desistalar um sistema operativo e instalar outro num computador não é muito user friendly)
-
- Mensagens: 3299
- Registado: 8/2/2006 17:32
Jim Cramer Escreveu:(...)but it won't be good unless somehow Microsoft throws us a bone."
(in www.realmoney.com)
Office 2007. Já experimentei a Beta TR (technical refresh) e parece-me ter pernas para sair ainda este ano.
Relativamente ao adiamento, é uma semi-falsa questão. As espectativas eram de sair em Outubro/Novembro, portanto um/dois meses não é nada, criando a vantagem de nessa altura (Janeiro) já estar muito mais disponível o hardware para criar PC's "Vista Ready":
- Placas gráficas com DX10
- Motherboards em formato BTX
- Processadores com Virtualization
- HDD à base de NAND memory
- LCD's com HD Ready (HDCP)
- Drives com HD ou Blu-Ray
- Etc...
My 2 cents
- Mensagens: 271
- Registado: 2/10/2005 12:32
Já agora, a opinião do Cramer sobre o assunto:
"Blindsided by Microsoft's Vista Delay"
By Jim Cramer
RealMoney.com Columnist
3/21/2006 6:31 PM EST
Position: Long MSFT
"Oh great, that's what we need, a late Vista launch just when Mister Softee (MSFT:Nasdaq - commentary - research - Cramer's Take) was beginning to act like a growth stock again. Terrific. Next thing you know, the other non-growth-morphing-to-growth stock, Wal-Mart (WMT:NYSE - commentary - research - Cramer's Take), will preannounce a shortfall.
That would really be a killer.
Seriously, earlier in the week I postulated that tech could have a run here unless we got some preannouncement. And then, voila, we got something that could actually be considered worse than a preannouncement, because without Vista shipping in 2006, you lose a lot of the upside.
What I find most revealing was that until these last few sessions, MSFT was trading as if there was something wrong. Only now did it trade like something was right. Talk about a false tell.
I own MSFT for ActionAlerts PLUS. I will hold it; it is my only PC exposure, but it won't be good unless somehow Microsoft throws us a bone. I really hated the way this was handled, too, after the close, in some boring conference call that I didn't think was going to even make news.
Yecchhh. "
(in www.realmoney.com)
"Blindsided by Microsoft's Vista Delay"
By Jim Cramer
RealMoney.com Columnist
3/21/2006 6:31 PM EST
Position: Long MSFT
"Oh great, that's what we need, a late Vista launch just when Mister Softee (MSFT:Nasdaq - commentary - research - Cramer's Take) was beginning to act like a growth stock again. Terrific. Next thing you know, the other non-growth-morphing-to-growth stock, Wal-Mart (WMT:NYSE - commentary - research - Cramer's Take), will preannounce a shortfall.
That would really be a killer.
Seriously, earlier in the week I postulated that tech could have a run here unless we got some preannouncement. And then, voila, we got something that could actually be considered worse than a preannouncement, because without Vista shipping in 2006, you lose a lot of the upside.
What I find most revealing was that until these last few sessions, MSFT was trading as if there was something wrong. Only now did it trade like something was right. Talk about a false tell.
I own MSFT for ActionAlerts PLUS. I will hold it; it is my only PC exposure, but it won't be good unless somehow Microsoft throws us a bone. I really hated the way this was handled, too, after the close, in some boring conference call that I didn't think was going to even make news.
Yecchhh. "
(in www.realmoney.com)
-
- Administrador Fórum
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- Registado: 29/10/2002 4:04
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Parecia de inversão mas acabou por ser típica de reacção de curto prazo a mov de baixa. Mas eu sei pouco disto. De qq modo os 19,5 têm aguentado
"MASTER RULE: STOP LOSS."
"Plan the trade, trade the plan. Don't let fear or greed get in the way."
"Plan the trade, trade the plan. Don't let fear or greed get in the way."
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- Localização: Lisboa