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Barcelona Delayed to Aug/Sep or later -- Digitimes - Page 5

post #41 of 42
Quote:
Originally Posted by sladesurfer View Post
First the ATI card now this. It wouldnt even surprise me if they haven't launched them after september... http://www.digitimes.com/systems/a20070516PD217.html
1 month ago AMD announced: Late August for Barcelona Opterons. Expect a price tag of > $2000 each.
1 week ago AMD announced: Release around 1 month before Christmas for desktop Agena/Phenom processors.


I agree that AMD is in for some tight times...but I don't think it was unexpected. The company has known for a while now that to stay competative, they have to sink themselves in the hole for a year or two, so they can get some new technology that really rocks. Below is a lot of speculation on my part, but based on mixed up rumours and facts.

ATI was failing when AMD snatched them up. We now know that ATI's x2000 wasn't delayed because they hadn't finished designing it; the x2900 was done last year, and the performance was so horrible that if released, the company would've been screwed. The card had to be fully redesigned not once, but twice! (according to rumour) We now also know that most x2900 cores were made in March or April, which supports the redesign theories, and everything being pushed ahead.

At the same time as ATI faced challenges, AMD was facing challenges; a few execs leaked(inq) that their DDR3 memory controller prototype just wasn't happening. ATI had something that they needed...a working (G)DDR3 memory controller - one that manages chips even better than nVidia's - and a ton of experts to help engineer the things for a CPU.

So...trade some engineers temporarily? AMD likely helped redesign ATI's R600 once or twice; even if their involvement was minimal, they must have some hand in ATI's rapid jump through nm processes. Trading specific engineers or teams of engineers to work on each other's projects really makes sense. Often prototypes come around a full year before full-blown production. If a bunch of ATI's team were prototyping DDR2/3 memory controllers for AMD, that'd explain why they weren't outfitting GDDR4 on the x2900.

And now that ATI is almost back on schedule, AMD has to catch up where they fell behind. I don't think that's going to happen...but it isn't the end of the world. Barcelona got shoved back, from Q2 to Q4, but at least AMD is fairly secure now.

After all, AMD has Torrenza, integrated memory controllers, is beginning to rapidly jump nm processes(a design change in the fabs, to make it more economical), has a graphics card company to net them more revenue and marketshare(may even help them get competative in laptops or generic office computers!), and has AM3 and the Fusion project, to help them along in the future.

Well, they may be behind by about a year now, but what are the chances Intel can simultaniously master and create equivalents to each of those, all at the same time?

AMD is in a tight spot, for sure. The passage is narrow, but they're almost through. Intel gets to squeeze into it next; maybe Intel will be smart enough to take off a backpack and toss it ahead, rather than trying to go through all at once?

Maybe not. We shall see.
     
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Hard DriveHard DriveHard DriveHard Drive
Hitachi 2TB - HDS723020BLA64 Crucial M500 960GB - CT960M500SSD1 WD 4TB Black - WD4001FAEX WD 4TB Black - WD4001FAEX 
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post #42 of 42
What you don't seem to understand, Intel is trying extremely hard to make this time on AMD the absolutely hardest on them it can be. If Intel continues on their trend of releasing product after product getting better and better while AMD whiles away on ho-hum products... bad news. They are not Intel... they don't have a hugely massive enormous pile cash and near market monopoly to ride it out on.
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