Originally Posted by Blameless
2-3 months of slowed SB sales and general hesitation will give Bulldozer that much more of an opening. Many people who would have gone ahead and bought SB will wait to see what sort of competition Bulldozer provides.
No one with any sense is saying this is more than a hiccup for Intel, or that AMD is going to magically grab a huge chunk of market share, but I have little doubt this will benefit AMD a decent bit.
The way I understand it, AMD's best case scenario has them launching bulldozer (as in, available for retail sale, not paper "launch"), around the same time that Intel will have this problem fully addressed and mostly resolved (March/April). However, given the lack of Engineering Samples for Bulldozer and typical product development cycles, we're probably looking more at Q3 launch, well after this becomes "old news", and worse yet, right around the time that Intel launches the High End Sandy Bridges (LGA2011).
Personally, I suspect Bulldozer will be a flop in comparison to its hype, and will once again be competing with intel solely on price/performance alone due to their inherent lack of ability to perform at the high end. Last thing they need is similar bugs springing up for them because they rushed it trying to take advantage of a QA blunder of the opposing team. If all goes well though, even if it does take them till Q3 to launch, it should be a killer Mainstream part; with high end bulldozers besting current SB's, but falling short of the LGA 2011 based SB's (yet beating those in price/performance). So, as exciting as it is, unless AMD delays again, it'll be business as usual. The real battle is actually at the bottom of the stack: Atom, Pentiums, and LLano.Edited by TheSprunk - 2/1/11 at 6:42am