It's up to you whether you want to believe the Inquirer. But Charlie the AMD loving penman himself is dissing Barcelona and is writing off AMD being able to compete with it against Penryn.
When I wrote this post, I was bored. But the reality is if Barcelona cannot give Penryn a run for it's money, AMD is in a lot...I mean a lot of trouble. With Nehalem coming next year, they needed to use Barcelona to win back some share or at least stem the share loss. I said it a few weeks ago - AMD's best medium term bet now is Fusion which will allow them to hyper-segment the market. Hector needs to stop playing offense going for 30% market share. He needs to play defense, consolidate his position and return to fight another day.
With Barcelona coming in below expectations. Intel will ease up the price attack in the second half of the year and focus on milking the margins on their superior product line up. If they gain any further share this quarter...which I think they will gain a little, they can afford to focus on improving the bottomline to help drive the stock price up.
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I came over here because the good "PhD" is rather tight-lipped over at his forum.
I wonder when he'll speak up? He must be really hurting from not being able to be his usual loud self...
Just waiting to see "so what (drug) next" on his forum.
[b]Initially the company will ship quad-core AMD Opteron processors at clock-speeds of up to 2.0GHz with reduced power consumption,[/b] whereas higher-performance chips are projected to be available in Q4 2007. As a result, even though the company did not manage to roll-out new code-named Barcelona chips in mid-2007, as it promised originally, the chipmaker can formally claim that its quad-core chips will be available already in Q3 2007.
http://www.xbitlabs.com/news/cpu/display/20070629122428.html
looks like q2 is going to be healthy. so healthy that even AMD could benefit. i still predict losses mainly due to volume and asp's, but substantially up from the previously disastrous quarter.
i don't think AMD still wants 30%. they have indirectly admitted that they currently don't have the right product to do so.
Tigerton roars, Barcelona barks like a bitch.
too little, too late, too slow, too hot. AMD clean killed
Many fanboisim... Please... Atleast write a comment that is well-constructed and understandable.
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