http://roborat64.blogspot.com/2007 [...] d-non.html

Vendors are now seeing their benchmark results deemed non-compliant because Barcelona is apparently no where in sight; and this isn't even the 2.0ghz part, even the 1.9ghz is apparently MIA.

Expect more 300+M losses if AMD doesn't ship processors.

nice find

I really like Roborat's Blog. He really tackles the whole "AMD is failing miserably" topic, but he does so with fact. He presents his arguments very well, and when he accidentally posts inaccurate information he corrects it and admits the mistake.

I highly recommend his blog!

I visit his site frequently. I don't value his posts that much, but you really should take a look at the bloggers at his sites. They consist of some of the brightest minds I've ever known.

I found one!!!

This blog reads like an Intel version of Sharikou.

Ok, AMD really shot themselves in the foot. I wonder if Fusion will "hurt" as bad.

^^ Hector

Perhaps they were taken for the Texas SC that APPRO won the contract for. Dirk was quoted saying they shipped 10s of 1000s and just that one will take 12000. There were also a few others including Sun. They even use Budapest so those are already sold.

I think the Phenom availability will be better because they don't need the higher-quality and they have the extra two months. Barcelona has been available in retail and at some channel companies. I'm sure the plan wasn't to have to remove a SPEC entry but perhaps the B2F stepping will get to Barcelona quickly and invalidate the previous scores. We still haven't seen benches with it yet as expreview uses the ES to OC. I'm not a real OCer and I'd liek to see the new rev at actual speed. And imagine that someone could bring action because people are paying for OCers' dreams.
Anyway, I guess that's a good score and expreview did show that higher HT link and HT3 speeds do improve perf by around 12-15%. With just a 9500 I can up my active processes by 70%. That'll be worth $300.

I think demand must be high no matter how many they have shipped. If they can get back just 1% share, it will bode well for 30% by Q308. ANd with the economies of wafer sizes vs. transistor size they can raise gross margins and maybe actually stay in business for another day or two.

Well it's logical, and it's necessary so they better deliver.

Same, but I doubt a new rev is going to make that much difference in performance, unless AMD has something up their sleeve that they aren't letting on.

Well if Apple buys Intel inside that two day margin, I think many PC enthusiasts will boycott intel and give AMD a chance to take back the crown

I heard availablility was bad because of that company who was building some supercomputer. Who was that again? Anyway, they apparently bought like over 10,000 barcy's for it. That is what I have heard and read. I will try to do some research and post the links on here if I can.

so thats where they all went

I hope you're right, I just bet $XXX with my friend that AMD's Phenom would be "decent".

If they're running 2500 wafers a week with 100 good die on each wafer (that's being generous) then they shouldn't be having this much trouble keeping up. That's a million parts a month if they're keeping up a good clip in the fab.

The green team is clearly having issues.

Care to provide a link to back this up?

Also,

Want to provide a link before stuffing words into Expreview's mouth?

Heh Intel stayed away from a Monolithic design for a reason, perhaps AMD would have been better off making a dual dual core A64 to get Into the Quad Core Industry and waited for 45nm and a Monolithic Quad Core, cause Intel is already on there second generation of Quad Cores with 8 cores well within reach @ 45nm, and even if AMD does catch Intel they have Nehalem samples already surfacing.

AMD's troubles started with 65nm, makes you wonder if they solved it with the Phenom - doesnt seem like it.

Perhaps