Probably has to do with low yields of Barcelona at the clock speeds they need to be competitive. They might be getting decent yields at low clock speeds but why waste a bunch of silicon on making 2.0 GHz Barcelonas when you can make 2.6 GHz Brisbanes that are just as fast and smaller in size?
I'm predicting a paper launch in late Q2 with cherry picked parts benchmarked across the Web, but no real volume through 2007. Instead they'll go flat out on Brisbanes, reducing die sizes with new steppings and trying to boost clock. It'll probably keep them in the game for mobile, low end & mainstream desktops, and low end servers but forget high end desktop and server for the remainder of the year. And with Intel continuing to push the price pressure and probably get one or two more Conroe speed grades out this year, I see AMD bleeding big time especially in 2H07.
That prediction and a dollar will buy you a snack from the vending machine.
Actually I don't think a delay on desktops would affect AMD nearly as much as a delay on servers. The reason is that servers are where the big margins are, as well as where I think K8L will shine, based on all the hints so far about its strengths.
While many enthusiasts do pay prices similar to single-socket server chips, AMD has charged a tremendous premium on multi-socket chips (think 50-150% for essentially the same silicon) primarily because it has shown better scalability than Intel's platforms - and these chips actually sell pretty well.
Not quite. This is old news. What they mean is that it will take that long to exhaust Windsor and Brisbane and have Kuma/Agena at 100% of new production.
That is to be expected since they can't just stop making Brisbane and Windsor.
K10 to 08. Holy crap. Wouldn't have believed it. What does this do, push K10 2.6 Ghz to 09? R600 is now May, will it slide further too?
Ladles and germs... You can flame me all you want, but I absolutely insist that there must be some huge chaos going on inside AMD's boardroom that we are not privy to. That's the only possible explanation for this suicide policy.
Not quite. This is old news. What they mean is that it will take that long to exhaust Windsor and Brisbane and have Kuma/Agena at 100% of new production.
That is to be expected since they can't just stop making Brisbane and Windsor.
Baron, what part of:
Hector Ruiz, Chief Executive for the company, has stated that K8L will not take off this year.
Do you not understand? 8O
When Scientia stated in the 2,3Ghz Barcelona Vs. 3Ghz Clovertown thread:
For example, why do people keep mentioning that 2.6Ghz won't be out until Q2 08? You get 2.5Ghz in Q3 07. The extra 100Mhz isn't going to matter that much.
You replied just a few hours ago:
Pretty god (sp) assessent as usual
(interesting that you refer to Scientia as a god! )
For their sake they'd better PRAY K8L is the 2nd coming of Christ. 'Cause if it's just marginally better than C2D, AMD is in biiiig trouble. 45nm Penryn's around going to be awesome due to the high-k crap.
Heh I feel like an idiot for my last post now regarding AMD/Intel. Servers really are where AMD makes it money not off of fanboys/home users. Selling 10 chips per server at 15% marging or 1 to a picky consumer getting 7% marging or 100 to Dell at 1% margin. My percentages I guarantee are wrong. If AMD releases a processor that works well in servers/better than a C2D in servers but sucks in my gaming rig they'll still be here for a long time and in 5-6 years could pop a surprise on Intel for the home user.
Not quite. This is old news. What they mean is that it will take that long to exhaust Windsor and Brisbane and have Kuma/Agena at 100% of new production.
That is to be expected since they can't just stop making Brisbane and Windsor.
Baron, what part of:
Hector Ruiz, Chief Executive for the company, has stated that K8L will not take off this year.
Do you not understand? 8O
When Scientia stated in the 2,3Ghz Barcelona Vs. 3Ghz Clovertown thread:
For example, why do people keep mentioning that 2.6Ghz won't be out until Q2 08? You get 2.5Ghz in Q3 07. The extra 100Mhz isn't going to matter that much.
You replied just a few hours ago:
Pretty god (sp) assessent as usual
(interesting that you refer to Scientia as a god! )
How come it's old news just a few hours later???
Edited to add example
Another example of Brood subjective reading. Hector said EXACLY what I said. The time they are talking about is to make Barcelona the majority of shipments.
Quote :
The new desktop chips will feature AM2+ form-factor and will, according to unofficial information, be compatible with existing AM2 infrastructure. By the Q4 of 2007 AMD’s product mix will include 20% of AM2+ processors, while by the end of Q1 2008 there will be “above 60%” of AM2+ processors among all chips shipped by AMD, according to earlier information.
From XBit
Quote :
If the information is correct, it will take AMD three quarters to shift 60% to 70% of its desktop products to the new infrastructure and micro-architecture. By comparison, it took Advanced Micro Devices about two quarters to shift virtually all of its desktop chips to AM2 infrastructure from 939-pin and 754-pin form-factors, meaning that the K8L will really have the biggest impact on AMD’s results in 2008, whereas in 2007 the company will have to use its K8 micro-architecture to compete.
Yet another verification.
Just decide to not buy AMD if you think you could handle a monopolist better.
Baron, it's not so much us not wanting to buy AMD... it's more like does it make sense to buy AMD? Right now, very few processors in AMD's line up are "good buys." The low end is great... but their midrange and high end line up is just plain stupid. Since most of us are "power users" we're naturally going to migrate with whatever's best. That's how I operate anyways.
This 18 month gap between C2D and K8L is just a little too much and I'm frankly worried AMD won't have a competitive product 1 year from now. I keep saying to myself "well, I'll wait another couple months to upgrade." But now I can't because AMD keeps moving release dates back on all its products. Fcuking... nothing is on schedule! Meanwhile Intel is way ahead of schedule. Same goes forn nVidia... but the time R600 is out, nVidia will have the 8950GX2 out!
I think this ATI merger is starting to rear it's ugly head in the form of delays.
Not quite. This is old news. What they mean is that it will take that long to exhaust Windsor and Brisbane and have Kuma/Agena at 100% of new production.
That is to be expected since they can't just stop making Brisbane and Windsor.
Baron, what part of:
Hector Ruiz, Chief Executive for the company, has stated that K8L will not take off this year.
Do you not understand? 8O
When Scientia stated in the 2,3Ghz Barcelona Vs. 3Ghz Clovertown thread:
For example, why do people keep mentioning that 2.6Ghz won't be out until Q2 08? You get 2.5Ghz in Q3 07. The extra 100Mhz isn't going to matter that much.
You replied just a few hours ago:
Pretty god (sp) assessent as usual
(interesting that you refer to Scientia as a god! )
How come it's old news just a few hours later???
Edited to add example
Another example of Brood subjective reading. Hector said EXACLY what I said. The time they are talking about is to make Barcelona the majority of shipments.
Quote :
The new desktop chips will feature AM2+ form-factor and will, according to unofficial information, be compatible with existing AM2 infrastructure. By the Q4 of 2007 AMD’s product mix will include 20% of AM2+ processors, while by the end of Q1 2008 there will be “above 60%” of AM2+ processors among all chips shipped by AMD, according to earlier information.
From XBit
Quote :
If the information is correct, it will take AMD three quarters to shift 60% to 70% of its desktop products to the new infrastructure and micro-architecture. By comparison, it took Advanced Micro Devices about two quarters to shift virtually all of its desktop chips to AM2 infrastructure from 939-pin and 754-pin form-factors, meaning that the K8L will really have the biggest impact on AMD’s results in 2008, whereas in 2007 the company will have to use its K8 micro-architecture to compete.
Yet another verification.
Just decide to not buy AMD if you think you could handle a monopolist better.
This is very bad, AMD doesn't have till next year to launch K8L the money well dries up in about six months maybe a little faster after Intel pulls the rug out on Core2Duo prices in April. Without K8L or an R600 launch that generates revenue not just a paper launch I fear the end is nearer than we would like to admit.
Prepare for the new BOHICA (Bend Over Here It Comes) processor line from Intel starting at $1,500 for the celery version up to 10,000 for the extreme edition.
Just decide to not buy AMD if you think you could handle a monopolist better.
What operating system are you running again? ...Oh Windows Vista you say? You should erase your hard drive immediately as you don't want to be supporting a monopolist now would you?
Why the double standard between Microsoft the true monopolist and intel the wannabe monopolist?
)
AMD doesn't have till next year to launch K8L the money well dries up in about six months maybe a little faster after Intel pulls the rug out on Core2Duo prices in April. Without K8L or an R600 launch that generates revenue not just a paper launch I fear the end is nearer than we would like to admit.