Barcelona: Not till August?

[Periander]

http://www.tgdaily.com/2007/03/05/amd-quad_core/

Ruiz said AMD is on track to sample the "Barcelona" server quad-core CPU and will be shipping in "late summer" - which is a more detailed timeframe than the "mid-2007" or "H2 2007" we had heard in the past.

Roadmaps seen by TG Daily so far indicated that AMD was aiming for an early Q3 (July) launch of Barcelona; Ruiz' now indicated that we are looking more at an August or even September introduction of the quad-core server processor. AMD representatives, however, reiterated in a conversation with TG Daily that the company has "not provided any guidance beyond that [AMD will] launch and ship at mid-year."

Speculations about a possible delay of the CPU are sure to be surfacing, but analysts such as Dean McCarron from Mercury Research do not believe that there is reason for concern and are confident that AMD will be keeping its original schedule. With sampling underway, a "late summer" launch could mean that Barcelona server systems could be available within a few weeks after product launch, which points to Q3 or Q4. There will be little impact on the market in 2007, as AMD said that Barcelona will be ramping to higher volumes next year. At that time, however, Intel will have its second-generation, 45 nm quad-core processors in place and AMD could face a renewed challenge from Intel in a field it has conquered so successfully over the past 20 months.

Comments?

 

[LordPope]

http://www.tgdaily.com/2007/03/05/amd-quad_core/

Ruiz said AMD is on track to sample the "Barcelona" server quad-core CPU and will be shipping in "late summer" - which is a more detailed timeframe than the "mid-2007" or "H2 2007" we had heard in the past.

Roadmaps seen by TG Daily so far indicated that AMD was aiming for an early Q3 (July) launch of Barcelona; Ruiz' now indicated that we are looking more at an August or even September introduction of the quad-core server processor. AMD representatives, however, reiterated in a conversation with TG Daily that the company has "not provided any guidance beyond that [AMD will] launch and ship at mid-year."

Speculations about a possible delay of the CPU are sure to be surfacing, but analysts such as Dean McCarron from Mercury Research do not believe that there is reason for concern and are confident that AMD will be keeping its original schedule. With sampling underway, a "late summer" launch could mean that Barcelona server systems could be available within a few weeks after product launch, which points to Q3 or Q4. There will be little impact on the market in 2007, as AMD said that Barcelona will be ramping to higher volumes next year. At that time, however, Intel will have its second-generation, 45 nm quad-core processors in place and AMD could face a renewed challenge from Intel in a field it has conquered so successfully over the past 20 months.

Comments?

2007 is lost to AMD .... as 2005 was lost to intel.... they just have to float the boat and hope the k10 can hand with PENRYN....

 

[shinigamiX]

Well, Monday has come and gone... @____@

 

[corvetteguy]

http://www.tgdaily.com/2007/03/05/amd-quad_core/

Ruiz said AMD is on track to sample the "Barcelona" server quad-core CPU and will be shipping in "late summer" - which is a more detailed timeframe than the "mid-2007" or "H2 2007" we had heard in the past.

Roadmaps seen by TG Daily so far indicated that AMD was aiming for an early Q3 (July) launch of Barcelona; Ruiz' now indicated that we are looking more at an August or even September introduction of the quad-core server processor. AMD representatives, however, reiterated in a conversation with TG Daily that the company has "not provided any guidance beyond that [AMD will] launch and ship at mid-year."

Speculations about a possible delay of the CPU are sure to be surfacing, but analysts such as Dean McCarron from Mercury Research do not believe that there is reason for concern and are confident that AMD will be keeping its original schedule. With sampling underway, a "late summer" launch could mean that Barcelona server systems could be available within a few weeks after product launch, which points to Q3 or Q4. There will be little impact on the market in 2007, as AMD said that Barcelona will be ramping to higher volumes next year. At that time, however, Intel will have its second-generation, 45 nm quad-core processors in place and AMD could face a renewed challenge from Intel in a field it has conquered so successfully over the past 20 months.

Comments?

2007 is lost to AMD .... as 2005 was lost to intel.... they just have to float the boat and hope the k10 can hand with PENRYN....


I really don't see this as changing anything. They still seemed to not know wtf was going on and speculated that it might come later than july. Plus even a couple weeks or a month won't really change much in the end if it is true. Thats because AMD doesn't plan on bulk shipments till 2008 anyway, where it will compete with peryn ANYWAY :!:

 

[BaronMatrix]

http://www.tgdaily.com/2007/03/05/amd-quad_core/

Ruiz said AMD is on track to sample the "Barcelona" server quad-core CPU and will be shipping in "late summer" - which is a more detailed timeframe than the "mid-2007" or "H2 2007" we had heard in the past.

Roadmaps seen by TG Daily so far indicated that AMD was aiming for an early Q3 (July) launch of Barcelona; Ruiz' now indicated that we are looking more at an August or even September introduction of the quad-core server processor. AMD representatives, however, reiterated in a conversation with TG Daily that the company has "not provided any guidance beyond that [AMD will] launch and ship at mid-year."

Speculations about a possible delay of the CPU are sure to be surfacing, but analysts such as Dean McCarron from Mercury Research do not believe that there is reason for concern and are confident that AMD will be keeping its original schedule. With sampling underway, a "late summer" launch could mean that Barcelona server systems could be available within a few weeks after product launch, which points to Q3 or Q4. There will be little impact on the market in 2007, as AMD said that Barcelona will be ramping to higher volumes next year. At that time, however, Intel will have its second-generation, 45 nm quad-core processors in place and AMD could face a renewed challenge from Intel in a field it has conquered so successfully over the past 20 months.

Comments?

2007 is lost to AMD .... as 2005 was lost to intel.... they just have to float the boat and hope the k10 can hand with PENRYN....


I disagree. I think 2007 will be another record year for AMD. R600, HT3, 32Way servers, mainstream quad core, new chipsets (even for Intel).

These all make for growth opportunities. The little engine that could will more than likely do it again. Best Buy customers don't see clock speed, architecture or name brand. They figure any computer will let them surf and go for the cheapest one with the most bells and whistles.

For most of this year, that will be AMD as Dell's configs show. AMD Live! s making plenty inroads and when Lve Home Cinema and Server boxes ship AMD will have a straight path to the living room. They may break $40 again by October if they keep to their schedules.

 

[ajfink]

I wouldn't write '07 off at all. I expect early supplies to be out before August, but I do expect it to take at least until August until they show up in any real quantity.

 

[LordPope]

when i say write off 2007... i mean that all of AMD big weapons wont start landing across INTEL's bow until early 2008

then AMD TAKES OFF

 

[BaronMatrix]

http://www.tgdaily.com/2007/03/05/amd-quad_core/

Ruiz said AMD is on track to sample the "Barcelona" server quad-core CPU and will be shipping in "late summer" - which is a more detailed timeframe than the "mid-2007" or "H2 2007" we had heard in the past.

Roadmaps seen by TG Daily so far indicated that AMD was aiming for an early Q3 (July) launch of Barcelona; Ruiz' now indicated that we are looking more at an August or even September introduction of the quad-core server processor. AMD representatives, however, reiterated in a conversation with TG Daily that the company has "not provided any guidance beyond that [AMD will] launch and ship at mid-year."

Speculations about a possible delay of the CPU are sure to be surfacing, but analysts such as Dean McCarron from Mercury Research do not believe that there is reason for concern and are confident that AMD will be keeping its original schedule. With sampling underway, a "late summer" launch could mean that Barcelona server systems could be available within a few weeks after product launch, which points to Q3 or Q4. There will be little impact on the market in 2007, as AMD said that Barcelona will be ramping to higher volumes next year. At that time, however, Intel will have its second-generation, 45 nm quad-core processors in place and AMD could face a renewed challenge from Intel in a field it has conquered so successfully over the past 20 months.

Comments?

2007 is lost to AMD .... as 2005 was lost to intel.... they just have to float the boat and hope the k10 can hand with PENRYN....


I really don't see this as changing anything. They still seemed to not know wtf was going on and speculated that it might come later than july. Plus even a couple weeks or a month won't really change much in the end if it is true. Thats because AMD doesn't plan on bulk shipments till 2008 anyway, where it will compete with peryn ANYWAY :!:


Actually, it will be very short for K10 vs. Penryn as Shanghai wiiill happen in the first half of the year.

 

[r0ck]

So you expect AMD to bring 45nm ~1 year after 65nm? Har har :lol:

 

[BaldEagle]

Well, Monday has come and gone... @____@

And it set a new 52 week low today!!!

 

[m25]

So you expect AMD to bring 45nm ~1 year after 65nm? Har har :lol:

If IBM does part of the RD for them, it's not that surprising; they've already got 45nm silicon

 

[BaldEagle]

http://www.tgdaily.com/2007/03/05/amd-quad_core/

Ruiz said AMD is on track to sample the "Barcelona" server quad-core CPU and will be shipping in "late summer" - which is a more detailed timeframe than the "mid-2007" or "H2 2007" we had heard in the past.

Roadmaps seen by TG Daily so far indicated that AMD was aiming for an early Q3 (July) launch of Barcelona; Ruiz' now indicated that we are looking more at an August or even September introduction of the quad-core server processor. AMD representatives, however, reiterated in a conversation with TG Daily that the company has "not provided any guidance beyond that [AMD will] launch and ship at mid-year."

Speculations about a possible delay of the CPU are sure to be surfacing, but analysts such as Dean McCarron from Mercury Research do not believe that there is reason for concern and are confident that AMD will be keeping its original schedule. With sampling underway, a "late summer" launch could mean that Barcelona server systems could be available within a few weeks after product launch, which points to Q3 or Q4. There will be little impact on the market in 2007, as AMD said that Barcelona will be ramping to higher volumes next year. At that time, however, Intel will have its second-generation, 45 nm quad-core processors in place and AMD could face a renewed challenge from Intel in a field it has conquered so successfully over the past 20 months.

Comments?

2007 is lost to AMD .... as 2005 was lost to intel.... they just have to float the boat and hope the k10 can hand with PENRYN....


I disagree. I think 2007 will be another record year for AMD. R600, HT3, 32Way servers, mainstream quad core, new chipsets (even for Intel).

These all make for growth opportunities. The little engine that could will more than likely do it again. Best Buy customers don't see clock speed, architecture or name brand. They figure any computer will let them surf and go for the cheapest one with the most bells and whistles.

For most of this year, that will be AMD as Dell's configs show. AMD Live! s making plenty inroads and when Lve Home Cinema and Server boxes ship AMD will have a straight path to the living room. They may break $40 again by October if they keep to their schedules.

At the rate AMD keeps pusing out releases the R600 may not even make 2007.

The little engine that could is running low on gas if the stockholders don't approve the dilution request and AMD continues it's losses the engine is going to be empty before they put out Barcelona and likely have to sell of product lines to stay afloat.

Best buy customers only read "dual core" , clock speed ,and Price. This extreme lack of consumer knowledge and even less knowledgable sales staff is good news for AMD.

Pull your head out of the sand AMD is in serious trouble and will not have anything new for quite some time. After Intel drops the Core2Duos prices AMD wont be competive over $100 that sucks, they won't make any money that way.

 

[jackxlj]

wow,back to beating on dead horses. AMD is done for 07, barcelona in dribs and drabs wont boost income in any realitive way, chip sets will help, but the r600 will launch with g90, and i doubt r600 will be able to compete as well against g90 as it could g80. The upper end doesnt make the profit, but that is the halo that brings in the customers...and people will buy the midrange nvidia if the upper end trashes the upper end ati. I doubt AMD is even trying to compete in 07 anymore, they are trying to break even for the year, so they can come out swinging in 08.

 

[ajfink]

http://www.tgdaily.com/2007/03/05/amd-quad_core/

Ruiz said AMD is on track to sample the "Barcelona" server quad-core CPU and will be shipping in "late summer" - which is a more detailed timeframe than the "mid-2007" or "H2 2007" we had heard in the past.

Roadmaps seen by TG Daily so far indicated that AMD was aiming for an early Q3 (July) launch of Barcelona; Ruiz' now indicated that we are looking more at an August or even September introduction of the quad-core server processor. AMD representatives, however, reiterated in a conversation with TG Daily that the company has "not provided any guidance beyond that [AMD will] launch and ship at mid-year."

Speculations about a possible delay of the CPU are sure to be surfacing, but analysts such as Dean McCarron from Mercury Research do not believe that there is reason for concern and are confident that AMD will be keeping its original schedule. With sampling underway, a "late summer" launch could mean that Barcelona server systems could be available within a few weeks after product launch, which points to Q3 or Q4. There will be little impact on the market in 2007, as AMD said that Barcelona will be ramping to higher volumes next year. At that time, however, Intel will have its second-generation, 45 nm quad-core processors in place and AMD could face a renewed challenge from Intel in a field it has conquered so successfully over the past 20 months.

Comments?

2007 is lost to AMD .... as 2005 was lost to intel.... they just have to float the boat and hope the k10 can hand with PENRYN....


I disagree. I think 2007 will be another record year for AMD. R600, HT3, 32Way servers, mainstream quad core, new chipsets (even for Intel).

These all make for growth opportunities. The little engine that could will more than likely do it again. Best Buy customers don't see clock speed, architecture or name brand. They figure any computer will let them surf and go for the cheapest one with the most bells and whistles.

For most of this year, that will be AMD as Dell's configs show. AMD Live! s making plenty inroads and when Lve Home Cinema and Server boxes ship AMD will have a straight path to the living room. They may break $40 again by October if they keep to their schedules.

At the rate AMD keeps pusing out releases the R600 may not even make 2007.

The little engine that could is running low on gas if the stockholders don't approve the dilution request and AMD continues it's losses the engine is going to be empty before they put out Barcelona and likely have to sell of product lines to stay afloat.

Best buy customers only read "dual core" , clock speed ,and Price. This extreme lack of consumer knowledge and even less knowledgable sales staff is good news for AMD.

Pull your head out of the sand AMD is in serious trouble and will not have anything new for quite some time. After Intel drops the Core2Duos prices AMD wont be competive over $100 that sucks, they won't make any money that way.

AMD selling off product lines to "stay afloat?" R600 not even in 2007?

Your pessimism is clouding your judgment. All signs indicate R600 being a very good product with a release in quantity, with possibly even a number of 65nm parts.

Without seeing a single benchmark, you will find nary an individual who will say AMD will not re-gain the server crown with Barcelona. That's where the money is and where the first processors will go this year.

It's a rough patch for them, but they'll be okay. If they get bought, it would probably even be better for them. They would have more money to roll with.

 

[gOJDO]

Actually, it will be very short for K10 vs. Penryn as Shanghai wiiill happen in the first half of the year.

How do you know that Shanghai will ahppen in the 1H 2008?
BTW it will be Shanghai vs Nehaleem

 

[Wombat2]

http://www.tgdaily.com/2007/03/05/amd-quad_core/

Ruiz said AMD is on track to sample the "Barcelona" server quad-core CPU and will be shipping in "late summer" - which is a more detailed timeframe than the "mid-2007" or "H2 2007" we had heard in the past.

Roadmaps seen by TG Daily so far indicated that AMD was aiming for an early Q3 (July) launch of Barcelona; Ruiz' now indicated that we are looking more at an August or even September introduction of the quad-core server processor. AMD representatives, however, reiterated in a conversation with TG Daily that the company has "not provided any guidance beyond that [AMD will] launch and ship at mid-year."

Speculations about a possible delay of the CPU are sure to be surfacing, but analysts such as Dean McCarron from Mercury Research do not believe that there is reason for concern and are confident that AMD will be keeping its original schedule. With sampling underway, a "late summer" launch could mean that Barcelona server systems could be available within a few weeks after product launch, which points to Q3 or Q4. There will be little impact on the market in 2007, as AMD said that Barcelona will be ramping to higher volumes next year. At that time, however, Intel will have its second-generation, 45 nm quad-core processors in place and AMD could face a renewed challenge from Intel in a field it has conquered so successfully over the past 20 months.

Comments?
Ouch. Baron isnt going to like that.

 

[sailer]

Well, Monday has come and gone... @____@

And it set a new 52 week low today!!!

Don't worry. There's always tomorrow and a chance to set another 52 week low. Do they award prizes for new lows?

 

[lbax]

Well, Monday has come and gone... @____@

And it set a new 52 week low today!!!

Don't worry. There's always tomorrow and a chance to set another 52 week low. Do they award prizes for new lows?

Yes, but only to those that are short.

 

[BaronMatrix]

I wouldn't write '07 off at all. I expect early supplies to be out before August, but I do expect it to take at least until August until they show up in any real quantity.

Remember though that the 2P/4P market is a small fraction of the desktop volume. That's why Budapest is shipping with Agena as they are the same basic market segment. Enthusiasts will probably find once again that the server parts OC better.

The big key to Q3 is whether Chartered takes over Brisbane and Fab 38 gets 300mm up and running in at least 1/3 of the space. That will cover Opteron and the few SKUs left at 90nm.

Then most of Fab 36 can transition to K10. That means Kuma for the masses by the end of Sept. If Kuma matches Barcelona, then a 2.2GHz Kuma will be a killer.

 

[the_vorlon]

We are getting into Bill Clinton like parsing of words here but..

Depends on what your definition of "is" is

Late Summer

Summer = June 20th to September 20th

Early Summer = June 20th to July 20
Mid Summer = July 20 to August 20th
Late Summer = August 20th to September 20th.
Indian Summer = September 20th to October ?? :roll: :lol: 8O :idea: :?:

This is getting dangerously near Penrym time

AMD had better show some actual benchmarks soon.

People who read this forum are 6 months ahead of reality, and reality is the next two quarters are the hardest for AMD.

Next month the real sledgehammer hits with Conroe in that Intel has finaly cleared out most of the Netburst sh*t and will be primarily a Core2due based firm.

Up till now, despite Core2duo being out for 9 months, Core2due has been all $200+ chips, which is a SMALL part of the market, important, profitable, but small.

Intel has had no competition for the $120 x2 3800+ that Dell & HP sells by the boatload.

With the E4300 being $113 and the 1 meg cache dual core Conroes starting at $79.. April is the month the REAL Intel assault begins.

The rest of 2007 looks really ugly for AMD.

Hope Barecona really rocks, 'cause they will need it!

 

[turpit]

All this stuff has got to fly with contrlling shareholders;Question: Why is it flying?:

NASAs Finest!!!

 

[Tret]

Mugshots are heavily doctored to make the person look as ugly and horrible as possible. Just like models are heavily doctered up to look hot and..."healthy"

err...what is this thread about? lol

 

[sailer]

Id rether pee on an electric fence than be part of the executive staff when heads start rolling in november.

I'm going to guess that you haven't had much experience with electric fences. Having spent a few years in ranching, I'd rather loose my head and die quickly.

 

[RandMcnally]

wow,back to beating on dead horses. AMD is done for 07, barcelona in dribs and drabs wont boost income in any realitive way, chip sets will help, but the r600 will launch with g90, and i doubt r600 will be able to compete as well against g90 as it could g80. The upper end doesnt make the profit, but that is the halo that brings in the customers...and people will buy the midrange nvidia if the upper end trashes the upper end ati. I doubt AMD is even trying to compete in 07 anymore, they are trying to break even for the year, so they can come out swinging in 08.

No, this is completely wrong. R600 will be competing with G80's refresh, or so we hear.

 

[clue69less]

Mugshots are heavily doctored to make the person look as ugly and horrible as possible. Just like models are heavily doctered up to look hot and..."healthy"

err...what is this thread about? lol

Astronauts don't need to be pretty.