Wednesday, February 22, 2006


Merrill Lynch Playstation 3 article "Fisked"

PS3Blog points to a fisking of the ML's analysis of the PS3.

To begin, let us look at the professionalism aspect. If this were a report written up for a college class, there would be red ink all over it, and I have no doubt the 'college project' mentality was exactly the one behind this product. It contains a lack of consistency throughout in the manner in which the upcoming Playstation is referenced; Playstation 3, PlayStation 3, PS 3, and PS III all being used interchangeably to describe the system. PS III?

Also, the ML analyst used a really large font to meet the number of page requirement of his boss.

"Add to that the fact that the die is mostly logic, not memory arrays that can be easily repaired, and you've got a part that looks like it will be difficult and expensive to manufacture."

I have to inform the reader here, that it is impossible to repair a microprocessor - it simply cannot be done. By 'memory arrays' Merrill is clearly refering (obtusely) to the cache of the PPE core, and/or the local memory of the SPE's. Indeed cache does incorporate a level of defect tolerance, but by no means are such defects able to be repaired, and the fact that the Merrill uses such language in their report indicates to me an analyst staff that on one level or another is ignorant of processor design. Of course, their analysis of the other difficulties facing Cell was enough to expose their lack of thoroughness in and of itself, but this quote referencing the repair of memory arrays comes off as particularly egregious.
Maybe a certain other Bill could comment on this. I would be interested in hearing/reading his opinion on the Cell chip and anything else for that matter. That's right, I am calling you out. Pithy comments aren't enough any more.


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