Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 259.65

+2.3%

Jan 23 9:30 AM EST

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To: BUGGI-WO who wrote (227068)	3/1/2007 9:10:11 AM
From: Rink	Read Replies (6) of 275872

Could Doug be wrong?: "Barcelona's window of opportunity is slim, depending mostly on how Intel's transition to 45nm goes. Publicly Intel has stated that its architectural update to Core 2, codenamed Penryn, will begin shipping by the end of 2007. However, current roadmaps show availability at sometime in 2008 with no word on when significant quantities will be available. Should Intel take longer than expected with the move to its 45nm Penryn core, Barcelona's mid-2007 launch on servers and Q3 '07 launch for desktops may come at a relatively quiet time for Intel." (quote taken from Anand's article that Buggi linked in the preceding post) Interesting indeed. It's in line with what Hans maintained. I admit that while I was supporting this view at the start I started to doubt when indirect info about 45nm Penryn pointed into the direction of an earlier launch, as soon as Q3. I'm still not sure. Probably we simply can't be sure considering currently available information is either indirect, or direct but possibly conservative. Another quote towards the end of the article: "In terms of actual product releases, the first incarnation of AMD's new architecture will be found in the next-generation Opteron due out at the middle of this year. AMD will initially launch at speeds ranging from 2.1GHz to 2.3GHz, but by the end of this year you can expect higher clock speeds. On the desktop, AMD's Agena core will be a Barcelona equivalent shipping at between 2.7 - 2.9GHz. Kuma will be a dual-core variant of Agena shipping in the 2.0 - 2.9GHz range." That's quite a large frequency gap between Barcelona and Agena. I vaguely recall seeing it before and therefor I currently don't think that it's a typo. If the gap turns out to be this large, how can that be explained? Regards, Rink

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