KickAss
Gear News Archive: January 2002
January 31st 2002
Remember Memory
Prices in 1999?
Well, the recent price
hikes across the board for computer memory modules is making me wonder how
high the prices will go again. Several years ago, reduced supplies,
an Earthquake in Taiwan, and increased demand drove memory prices into the
stratosphere. We haven't gotten anywhere near that this year, but
overall, memory prices have doubled since their low last Fall, when memory
prices collapsed on the world market.
DDR DRAM has been in
relatively short supply, and as a result, prices are up
significantly. DDR modules of 256MB size are approaching $80, still
a good deal, but nowhere near the $40 price range we saw a few months
back.
Will prices continue
to rise? It depends on the usual two suspects; supply and
demand. If manufacturers limit supply, prices will continue to rise,
as long as demand remains the same, or increases.
Dr. John
Crucial
The
Inquirer
January 29th
Intel is Worried
About the Hammer.
According to numerous articles, and my
deep mole in the industry (the BIG Z), Intel is so worried about AMDs X86-64-bit Clawhammer processor, that they are working on their own knock-off of the
CPU in case the Itanium sinks! Here's the take home message. The Itanium is Intel's non-X86 64-bit CPU, and it's selling like ice cubes at the North Pole. Why? It's way overpriced, way underpowered, and there are almost no applications available that will run on them. That's because Intel decided to make them with their own proprietary 64-bit architecture, which is incompatible with today's 32-bit software.
AMD, on the other hand, designed their 64-bit "Hammer" series CPUs to be backward-compatible with existing 32-bit software. So which would you buy? The expensive, slow, non-compatible CPU, or the cheaper, faster, compatible CPU? Now you see Intel's dilemma. So if
Itanium (and subsequent McKinley) processors continue to languish in warehouses, Intel will pull out it's "Hammer" knock-off chip
(code name Yamhill) to compete directly with AMD. Things are getting very scary for Intel when they need to drop $8 billon
pet projects, and then imitate AMD instead.
Dr. John
The
Inquirer
Mercury
News
January 28th
Microsoft's Take on
Help
This Help article may
not be on Microsoft's web site, but it looks like it is, and gosh, maybe
it should be... It tells
Microsoft customers who have questions, how to "Read
The
F-ing
Manual." Be warned, there is profanity, so the highly sensitive
should not view. All others who have a question for Microsoft, however,
should check out the link, and then RTFM.
Dr. John
Microsoft
How To
January 27th
Unreal Performance
Test 2002
Epic Megagames is
working on finishing up their improvements to the Unreal-2 engine (build
848) in preparation for the release of Unreal-2. They are also
finishing up a benchmark program based on the new engine, which will be
called Unreal Performance Test 2002. You can check out the details
on Anandtech.
The bottom line is, you're going to need a fast computer (probably 1.3GHz
or better) with at least a Radeon 8500 or GeForce3 Ti500 video card to get
decent benchmarks with this test.
It sounds like Unreal
Performance Test 2002 will be a great alternative to 3D Mark 2001 for
benchmarking under Direct X 8. I
discuss the details on the latest "Daily Rumor" (MP3 format).
Dr. John
Daily
Rumor
January 24th
Failed US Flat
Panel Industry
Earlier this fiscal
year, the US Government pulled it's funding of the "US Display
Consortium", cutting the R&D budget for the group by millions of
dollars per year. Over the last several years, most of the US Flat
Panel development firms have gone belly up, and only a few die hard
contenders remain. The most recent flat panel development company to
fail was Field Emission Displays. They were working on a relatively new
flat panel technology (field emission display) similar to regular CRT
monitors in concept (including requiring a vacuum), but almost as flat as
liquid crystal displays.
One US company still
working on field emission flat panels is PixTech.
But this technology still needs work. Existing flat panels based on this
technology are small and monochrome.
A promising new
technology from Kodak is known as "organic light emitting
diodes" or OLED. Compared with standard LCDs, they are brighter, have
more saturated colors, have a larger viewing angle, and respond more
quickly, eliminating ghosting. You can check out Kodak's OLED
technology here.
Dr. John
EBN
Flat
Panel Display Project
January 23rd
Athlon Versus
Pentium 4 Roadmaps
Mike Magee at The
Inquirer has the latest roadmaps for Intel and AMD processors, and
looking at the two maps makes me think that AMD is imitating Intel's map.
The two maps are almost in perfect register
(no pun intended about Mr. Magee's old stomping grounds).
The curious part is
that Intel is holding back. Northwood Pentium 4 chips can be clocked
to 3GHz or higher right now, but by the third quarter of this year, the
Intel road map is still stuck at 2.5GHz. Now that's just plain
milking of customers if you ask me. They made a new 0.13 micron CPU
that can run much faster than they are clocking it now, but they are
holding back on purpose. There are several reasons I'm sure,
including product cycles, not angering the customers that just paid top
dollar for 2GHz chips, and not needing to leapfrog AMD to stay top dog in
the chip business.
So if both companies
stick to their roadmaps (shouldn't that be chipmaps?) we still won't be
above 2.5GHz by September of 2002. How depressing.
Overclocking anyone?? :)
Dr. John
Plastic Memory
Yes, you read that
right. Intel and a Swedish firm called Thin Film Electronics are
working together to develop a non-silicon based memory. In fact, the
memory modules are composed only of thin plastic films which are printed
like photographs. These can be layered on top of each other to make
very dense 3D memory modules.
Intel plans on taking
over the flash memory market with these new plastic chips, which only cost
1/10th as much to produce as current silicon-based memory chips.
Then, if it works out, I expect they may make the move to the PC memory
market. Can you imagine buying 4GB of plastic RAM for $40? The
only problem I can foresee is that the plastic memory may not be as fast
as silicon-based memory modules, relegating them to hand-held devices and
the like.
Dr. John
The
Register
January 21st
Athlon\Linux Bug?
It's always really
difficult to figure out if strings of messages on message boards have any
connection with reality, but one message thread at Slashdot suggests that
there is a paging-size bug in the Athlon that affects Linux and AGP
cards. I find it almost impossible to believe that it took this long
to find such a bug, but the reports seem consistent. Normally, the Linux
community is very quick to pick up on these sorts of problems, so how this
one could have slipped through the cracks for over a year baffles
me.
The problem, if it
actually exists, relates to memory corruption under Linux 2.4 when
extended paging is used in conjunction with the AGP socket on the
motherboard. Considering how many people are using Linux with AGP cards on
Athlon systems, I'm still left wondering what took so long to find this
problem, if it really is a problem. I'll be very interested to hear how
this one plays out.
Link
to bug description
Dr. John
January 19th
AOL to Buy Red Hat
Linux?
Holly Bill-killer
Batman! I wonder if Bill is getting worried yet? Could you
imagine a slick, easy-to-use (no more drive mounting?) and highly reliable
alternative to Windows? It's hard to even contemplate such a
thing. Would AOL be able to turn Linux into a mainstream operating
system? It's awful hard to say.
Microsoft has a fairly
robust and reliable OS now with Windows 2K and XP, but is really putting
the licensing pressure on it's customers. Even if AOL/Time Warner
can make Red Hat Linux into a fully functional, easy-to-use, home
operating system, it still doesn't
guarantee they will cut very far into Microsoft's user base. But if they
give Linux away, and only charge for the manual and user support, perhaps
there is a chance that it could hurt MS in the long run. After all,
Microsoft invented the technique of making a competing product, and then
giving it away to kill the competition. Now Bill may get a taste of
his own medicine. How ironic.
Dr. John
MSNBC
January 18th
Hate
Microsoft? Why Didn't You Buy BeOS?
Be Inc. closed up shop
and auctioned off it's assets this week. Be Inc. was the maker of
the Windows alternative operating system, BeOS. It was a great
little OS, but nobody bought it. Hence, bankruptcy and liquidation.
Oh well... you had your chance to thumb your nose at Microsoft with the
purchase of a nice alternative, but that chance is gone. There's
still one other option left though, and you know what it is. Bill
calls it "the L word". Everyone else calls it Linux.
Dr. John
The
Register
January 17th
Intel i850 and i860
Have PCI Problems Too.
According to the
"bug sheet" over at Intel, the i850 and i860 chipsets also have
PCI burst rate problems, as reported for VIA chipsets recently. No
mention of a bug patch is offered.
The plain fact of the
matter is, the PCI bus is becoming a major bottleneck in high-speed
computers with 2GHz CPUs, high-performance memory, and ATA/133 hard
drives. Southbridge chipsets and current PCI buses just haven't got
the bandwidth or throughput to keep up with the other parts of the
system. Expect a move toward 64-bit PCI motherboards,
Hypertransport, and improved Southbridge chipsets over the next year.
Dr. John
The
Inquirer
Micro$oft Needs
Your Money
Bill is struggling to
stay the richest man in the world, and accordingly, he is going ahead full
steam with the "Home$tation". This is the
"convergence" of PCs, home entertainment systems and online
shopping access into one proprietary box. And who will you pay for
the box, the accessories, the .Net access, and all the software?
Bill, of course.
So start saving your
pennies, Bill awaits them eagerly.
Dr. John
EBN
DDR Standards Clash
is Moot
DDR is getting a
facelift, but the upgrade is occurring within two different working groups
at the same time. JEDEC is the current memory standards setting body, and
ADT is a newer alliance of interested companies that is working in
parallel with JEDEC. So when ADT announced that it had developed 'impedance
control' and 'line termination' for DDR, JEDEC members got miffed. Why?
Because JEDEC had already incorporated these two improvements into their
new DDR standard.
In any case, the
entire spat is moot, because any new standard developed at ADT will still
need JEDEC approval. So the redundancy of effort seems
non-productive, and calls into question the entire existence of ADT.
But duplicated effort is an oft practiced human endeavor.
Dr. John
EBN
January 15th
VIA Working on PCI
Patch
The sluggish behavior
of the VIA 686B and VT8233 Southbridge chips is being addressed by VIA.
The chipset maker says that a patch will be forthcoming. The problem
usually only manifests itself with RAID arrays and SCSI hard drive
controllers. You can read about the problem here.
Dr. John
January 14th
Anal-ysts Bash
AMD.... Again!
In their continuing
efforts to denigrate AMD, and bolster Intel, another Prudential stock
anal-yst has recommended that AMD stock is way overvalued, and should be
avoided. Especially with Intel's share prices being so attractively
priced right now. But if you look at the charts below (top = AMD, bottom =
Intel over the last year), you'll see that the prices for shares in the
two companies seem almost linked. This is because the microprocessor
industry's fortunes are tied together by computer sales. When one does
well, the other typically also does well. One exception to this
occurred last Spring and Summer, when Intel's share prices went flat,
while AMD's rose, and peaked. Both company's share prices tanked in August
or September.
So is AMD
overvalued? It's hard to say. Right now it's at just over half
of it's peak of last May. The PE ratio is almost 60, meaning that
many investors have significant confidence in the company. Compared
with Intel's PE of about 80, little old AMD isn't doing too badly on the
investor confidence front.
My guess is that AMD
will suffer slightly as the Intel "Northwood" P4 hits the
streets with DDR memory. But AMD will turn that situation around
again when the Thoroughbred and Hammer series CPUs come out over the next
3 to 6 months.
Dr. John
The
Inquirer
BigCharts
January 12th
Hey Ma! My Mail
Glows in the Dark!
In what I think is
another over-reaction to the terrorist attacks, the US Postal Service has
begun irradiating all mail in the Washington DC area with electron
beams. The reason this has become of interest to PC and electronics
vendors and enthusiasts here in the DC area is that many such devices are
highly sensitive to electron beams. The list of susceptible hardware is
not entirely certain at this point, since most electronic hardware isn't
tested for vulnerability to cathode rays. You can be sure that flashcards
won't fare well, and other magnetic chips and devices may also fall victim
to the electron bath that the DC mail is getting.
So the Postal Service
is recommending you abandon it's services for electronic equipment in the
DC area. A recommendation that is sure to help them with their
sagging business.
Dr. John
EBN
January 10th
Intel Says Goodbye
to Rambus
With the introduction
of it's new 845-D chipset supporting double data rate DRAM, Intel is
effectively distancing itself from the controversial memory patent
company, Rambus. According to Jack
Robertson, who has followed Rambus for
years, Intel is now relegating Rambus DRAM to the high-end niche market,
and has given up trying to promote the memory as a mainstream product.
Folks have counted
Rambus down and out many times before, but the intellectual property firm
just keeps on going, despite losing court case after court case. Rambus is
still found in every Playstation2, and is incorporated into hundreds of
thousands, if not millions, of Pentium 4 PCs around the world. So
while Rambus may not be found in Celeron, Athlon or Duron computer
systems, it is still present in a significant number of computers, and
will continue to be used in all high-end Pentium 4 systems for the
foreseeable future.
But without the BIG
clout provided by Intel, Rambus will never attain their original goal of
becoming the preferred memory architecture for PCs over the next decade.
They will, instead, be found in set top boxes, and high-end Intel systems
only.
Dr. John
January 9th
Originator of the
PC, IBM, Gets Out of PC Making.
The company that made
the PC a household name is getting out of the PC making business.
IBM didn't invent or make the first home PC, but they made the first one
that was universally accepted by many businesses, as well as many
households. But considering how much overhead is involved in making PCs,
and how small the profit margins are, it's a wonder more companies aren't
getting out.
IBM introduced the
8088, single floppy drive, 256KB memory computer they called the
"PC" in the early 1980's. The first big upgrade was to the
IBM XT, which had an actual hard drive! By this time, Compaq had
entered the scene with their Desk Pro series, and the hardware wars had
begun. IBM made some mis-steps, like with their PS/2 series and
microchannel architecture, which was never adopted by the industry.
Then of course there was OS/2, which went the way of the PS/2. After that,
IBM was just another PC maker.
I can envision a day
when Dell and Apple account for 70% or more of personal computer sales,
especially if the likes of Gateway and HP get out of the PC making
business over the next year. Times are tough for PC makers,
and the state of the economy isn't helping the situation. Only time,
and the shifting fortunes of the economy, will tell if PC sales can pick
up again, eliminating some of the pressure to get off the computer sales
merry-go-round.
Dr. John
The
Inquirer
January 8th
SNAP and the 415-D
Nforce Chipset.
The "Strategic
NVidia AMD Alliance", or SNAP, is about to unleash a new Athlon
chipset, the 415-D. This NForce-based chipset includes things like a
pre-processor (dynamic adaptive speculative pre-processor, or DASP) to
enhance CPU performance, and 128 bit, 4.2GB/s DDR memory bandwidth.
Motherboards with the 415-D are supposed to be out in about a month, but
the shortage of current Nforce motherboards suggests that the rollout may
not occur as fast as AMD and NVidia would like.
So if you were
thinking about getting an Nforce motherboard, wait for a 415-D
motherboard, and you'll be much happier in the long run.
AMD
Zone
The
Register
The
Register
Dr. John
Smile for the
Cameras!
You may have heard
about the so-called "face-recognition" systems being touted as
the savior of civilization, and the bane of terrorists world-wide.
The freedom of information act has been used to find out that the
face-recognition system from Visionics
being tested in Florida is a total failure. In the two month test
period, the system failed to detect a single crook or terrorist stored in
the database, but did misidentify 14 innocent people as terrorists.
You'd do better hiring children to guard airports.
But like our
government, many corporations are not shy about using the terrorist
attacks on September 11th as an excuse for furthering their agendas or
their business plans. I find it telling that Visionics seems to love
the word "empowering" as much as dear old Microsoft. Visionics
is "empowering identification". Yeah right. And
Microsoft is empowering innovation.... isn't it? Oh sure.
Dr. John
The
Register
January 6th
Athlon XP 2000+ vs.
Pentium 4 Northwood 2.2GHz.
Scott over at The
Tech Report has a nice comparison of the newest CPUs from Intel and
AMD. I was sure that Intel would woop AMD's butt this time
around. But did they??? Check out the article to find out!!!
:)
Dr. John
January 5th
Post-Holiday
Computer Industry.
You may have noticed
that memory prices are on the rise again. Nothing like what we saw
in 1999 and early 2000, but still, it's a big change from the constant
deflation that has occurred over the last year. Both SDRAM and DDR
DRAM prices are up by as much as 30% over their all-time lows.
Reduced production and short supplies are the usual suspects.
And what about
supplies of new hardware? So far, nForce motherboards, KT266A
motherboards, GeForce Ti cards and Pentium 4 processors are all in very
short supply. In fact, it's still almost impossible to find
nForce-based motherboards anywhere. Part of the problem may be that
manufacturers are worried about over-supply problems, which drive prices
down. So for now, they are pulling an "OPEC", and are
limiting production so as to avoid flooding the market. If this trend
continues, computer prices may rise significantly over the next few
months, which will slow sales even further. Let's hope we don't get
to that point.
And what's new and
upcoming? Northwood, the 0.13 micron version of the Pentium 4 should
be out soon. This little CPU could just save Intel's butt, and put
them back in the catbird seat. It will be cheap to produce, and
faster than anything. If Intel makes the price right, this new CPU
could even boost Rambus DRAM sales! I guess there's a downside to
every good thing.
GeForce 4??? I'm not
holding my breath. Athlon XP 2000+?? No big deal, I'm waiting for
the 0.13 micron Athlon (Thoroughbred) and "Hammer" series of
processors. They should all debut during the first half of 2002.
And some very cool PC
games should be coming out soon, including Unreal 2 and Medal of
Honor. Can't wait!! :)
Dr. John
January 3rd
Windows XP is a
Home PC Operating System.
According to an
article at IDG.net,
Windows XP is not being adopted by corporations. As I mentioned some
weeks back, this is because most corporations are still either just
deploying Windows 2000 now, or they are still working the bugs out of
their Windows 2000 networks with "Active Directory". Some
corporations are still hesitant to abandon Windows NT because it's working
just fine with service pack 6.
None of this sits well
with Bill. He can't stay the richest man in the world if companies don't
keep pace. So he wants corporations to sign up for Microsoft's new "License
6.0 program" which offers volume discounts to companies who
"deploy on schedule"... Microsoft's schedule that is. But it
isn't going to happen any time soon. One IT manager who was asked
was quoted as saying "The Windows 2000 desktop is good for 20
years. Why upgrade to a new system every two or three years?"
Ouch.
So at least for now,
Windows XP is mainly relegated to the home PC environment. And it's
in that environment that Bill is selling most of his new licenses.
That's because Windows XP is the first OS where you can't install the same
copy onto multiple machines on a home network. If you have 2
computers on a home network, you'll need to buy one copy of Windows XP,
and one license for the second machine (at a $10 discount over the retail
price). If you have 3 machines on the network, you'll need one full
Windows XP CD, and 2 licenses... and so on. In contrast, with Windows 98SE
and Windows 2000, you can load the same copy onto multiple machines on a
home network.
Dr. John
January 2nd
China: Evil Empire
or Trading Partner?
G.W. Bush began his
administration by sending spy planes closer to the Chinese border,
resulting in a mid-air plane collision, and an International incident. By
last Thursday, Bush granted China permanent normal trade relations status
with the US. This schizophrenic attitude is telling of the turmoil that is
the Bush administration's China policy. Evil empire.... trading
partner.... evil empire.... trading partner... who knows when the daisy petals
will run out.
Conservatives can't
have it both ways. China is either an evil empire, or they are a
trading partner. It was clear during the Clinton administration that
China was a trading partner, but that status has been in jeopardy since
Bush took office. The lack of a coherent China policy is bad for
business, but good for pro-military propaganda purposes. It will be
interesting to see how long the Bush administration can walk the political
tightrope between evil empire (and thus more cold-war military funding),
and trading partner (and thus lucrative trade relations). It will be good
for consumers if the in-fighting in the Bush administration dies down, and
the "trade partner" faction wins the argument.
Dr. John
EBN
US Taliban
What do the Taliban
and some New Year's revelers in the US have in common? They think
shooting guns into the air is just plain fun. One woman was even struck in
the head by a festive bullet obeying the law of gravity in Baltimore on
New Year's eve. I understand that there are people in Afghanistan
with such a poor education that they don't know any better.
But I'm a bit surprised that discharging firearms has been resurrected as
a form of entertainment in urban America. There's just no accounting
for human stupidity.
Dr. John
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2002, KickAss Gear
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