AMD Announces August Release Date for Barcelona

An anonymous reader writes "Rumors said the release wouldn't be until late Q4 but an August ship date is now promised for AMD's quad-core chips. They're only releasing up to 2.0 GHz processors at first, with the top speed devices coming out later in the year. 'AMD's Barcelona puts four cores on a single slice of silicon, an approach AMD calls native quad-core, and the company has argued that Barcelona will outperform the Xeon 5300. The only problem: that comparison soon will become obsolete. Intel's second-generation quad-core server processors, Harpertown a server member of Intel's Penryn family, will arrive this year, too, with the promise of better performance, lower power consumption and lower manufacturing costs by virtue of a manufacturing process with 45-nanometer features. AMD is only just now moving to a 65-nanometer process.'"

Comments

Re:Not ruling AMD out

[cartman]

Moving to native quad core has a lot of advantages and I'm actually excited to see how well this CPU will perform. Critics that claim that AMD lags behind in the process size would do well to note that AMD has ALWAYS lagged behind Intel in that category, and, yet, has managed to not only survive, but prosper.

AMD has always lagged behind in process technology, however they've usually only lagged behind by a few months. Now, however, the lag is more significant since Intel is moving to 45nm soon, while AMD is still in the transition to 65nm. I can't remember a time when AMD was nearly a full process generation behind.

..AMD has survived, true, but it hasn't prospered. AMD's split-adjusted stock price is about the same as it was in 1985. And AMD has taken significant losses in a great many of the intervening years.

When AMD has prospered, it usually was because Intel management had made some colossal strategic mistake and AMD exploited it. For example, Intel management decided not to design a successor core to the PPro/PII/PIII until AMD had released the Athlon, because of their confidence in Itanium. And Intel strenuously resisted going to 64 bit on x86, again to protect Itanium. And Intel delayed multicore processors. In all of those areas, AMD was able to beat Intel to the punch, not for technical reasons, but because the people who run Intel made strategic mistakes in direction, over and over again.

However Intel can bring colossal resources to bear, which matters because making CPUs is the most capital-intensive industry in the world. Intel has tremendous innate advantages because of their economy of scale and easy access to capital. Whenever AMD gains an advantage, Intel stops doing whatever stupid thing they were doing and re-commits themselves to beating AMD at the x86 game. When Intel isn't on the wrong path and isn't making silly mistakes in strategy, they almost always beat AMD and force AMD into heavy losses.

This time, Intel doesn't appear to be making any silly mistakes, which is terrible for AMD. Not that I think AMD will go bankrupt anytime soon, but I suspect AMD will have a few "lean" years, like they did when they were selling K6's.