Penryn launch date set

Penryn is on track for November 11.

AMD will not have enough lead time in the market with Barcelona to establish a lead. Since the only proof we have of Barcelona's superiority to Penryn is that AMD tells us they're better than the current generation Clovertown, it's unlikely they will have much performance advantage. And possibly be at a disadvantage. As a result, they will not be able to enjoy rich margins on Barcelona as one would expect with a new technology introduction should Intel price Penryn competitively. Which I'm sure they will do because they still want to recover market share.

AMD's Barcelona investments are looking like they will not pay off on the top line as much as they would have liked. Losses will continue for AMD and unless they cut back costs now, I think will continue to be in the range of 200-300 million in Q3.