AMD Disappointed by 64-Bit Delay
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Microsoft&#39;s decision to push back a 64-bit Windows will not hurt chip sales, company says. Advanced Micro Devices is disappointed by Microsoft&#39;s decision to delay the introduction of 64-bit versions of its
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(InfoWorld) - AMD will delay its launch of the Barcelona quad-core Opteron server chip from its expected date in July until October, setting the company back in its effort to compete with new processors from Intel, according to analyst reports. Processor companies make more money selling server chips than desktop or laptop chips, so the move will hit AMD's 2007 earnings hard, pushing the company to lose $2.59 per share instead of only $2.48 per share, according to a report released Tuesday by Citigroup analyst Glen Yeung. "Barcelona is generally viewed to beÂ AMD's best opportunity to stem server share loss to Intel. While AMD's recent notebook win at Toshiba may balance any negative revenue implications to our current model, Barcelona's delay has negative implications for AMD's gross margin," Yeung wrote. His estimate is a larger loss than the consensus Thomson Financial forecast that AMD will lose $2.47 per share for 2007. The news comes at a bad time for AMD, which has promised for months that it would launch the chip in the second half of 2007,Â helping the company to rebound from the effects of a price war with Intel. AMD is already hurting,Â posting a $611 million first-quarter lossÂ in April, following on the heels of theÂ $574 million loss reported in JanuaryÂ for fourth quarter earnings last year. Barcelona is the key to taking that fiscal burden off AMD's shoulders,Â AMD CEO Hector Ruiz said on May 3 at the company's annual shareholder meeting. Although Intel is several quarters ahead in improving its chip manufacturing capabilities, AMD stays competitive by creating more innovative designs, he said. AMD claims Barcelona will deliver better performance on memory-intensive applications than Intel's Clovertown quad-core Xeon server chips that have been on the market since November. AMD stuck to its guns on Wednesday, insisting that it is still on schedule, and pointing as evidence to itsÂ demonstration on Tuesday of prototype Barcelona chips in serversÂ from infrastructure partners Supermicro Computer, Tyan Computer, and Uniwide Technologies at theÂ Computex trade show in Taipei. "We remain on track for a summer 2007 launch with partners shipping platforms in the third quarter," said AMD spokeswoman Marian Kelley. She blamed the delay rumors on Cray's announcement Monday that it expects revenue to drop because of a delay in shipping its quad-core Cray XT4 systems. In fact, Cray was referring to AMD's midrange Budapest processor, not Barcelona, she said. "The guidance that we've been giving and that we're sticking to is that Budapest will follow Barcelona in the second half of 2007," Kelley said. Despite AMD's assurances, other analysts echoed the Citigroup report, saying they have heard similar news from server vendors, distributors and board makers. On May 30, another report called AMD's promise to launch Barcelona in mid-2007 "a head fake" since the chip will not be available at full volume until August at the earliest, according to a note from analyst Patrick Wang at Thomas Weisel Partners. In contrast, Intel is expected to succeed in shipping its Penryn processors in the late third quarter or early fourth quarter. That timing will allow Intel to essentially catch up to AMD and soften the blow of losing sales to customers who see a performance advantage in Barcelona, Wang said.
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Barcelona: 'It could have been a contender' Exclusive Intel looks set to blunt AMD's August Barcelona processor release by handing customers a 2.0GHz version of its four-core Clovertown, The Register has learned.â¦
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Via Technologies Friday announced the introduction of its K8T890 PCI Express chipset for Advanced Micro Devices&#39; (AMD) 64-bit processors.
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There's been yet another product delay at Intel.
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By Cinthia Ritchie, Anchorage Daily News, Alaska  Feb. 26--The cables were the problem.   Or wait! Maybe it was the RAM. Or the processors. Or ...
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(InfoWorld) - Advanced Micro DevicesÂ (AMD) isÂ getting ready to launch Barcelona, its first quad-core server chip. A successful Barcelona launch, expected to happen during the third quarter, is critical for AMD, which has seen itsÂ share of the server market batteredÂ in recent quarters by Intel. Those market-share losses came with a heavy price, dragging AMD's finances into the red. In April, the company announcedÂ a $611 million loss, largely attributed to tougher competition and aÂ price war with Intel. To stem these losses, AMD has cut discretionary spending but executives are counting on Barcelona to restore its financial health and turn the tables on its archrival. Kevin Knox, the vice president of AMD's commercial business, recently sat down with IDG News Service to discuss preparations for Barcelona's upcoming launch. What follows is an edited transcript of that conversation. IDGNS: Where do things currently stand with Barcelona? Kevin Knox: We're still on target for a mid-year launch with Barcelona. We're actually pretty excited about the product, particularly with respect to some of the features that we're going to enable. When we started out with Barcelona it had a certain feature set. From the time we started out, from the design perspective, the aspects we're going to address, things like virtualization and power, have become more important to the industry. We think its going to have a bigger impact than we originally anticipated. IDGNS: Is Barcelona going to reverse AMD's recent losses in server market share? Knox: I firmly believe it will. A lot of that has to do with this not being just a speed upgrade. If it was just a speed upgrade, it's a lot more challenging at any point in time to get an advantage and maintain that advantage. Barcelona is not just a quad-core chip, it's more than quad core. We've made fundamental, significant changes to the architecture as part of the chip. We looked at the overall design, at the cache and the pipelines, so it's a lot more than just taking two dual-core chips and saying it's quad core. It's a true, native quad-core design with enhancements at the processor level. IDGNS: How do you view comparisons between Barcelona and Intel's quad-core server chips? Knox: If you look at the two products, they're very different products. If you go back many years, when we designed Opteron, Opteron was designed for multi-chip, multi-core environments. When we went from single core to dual core, it wasn't a big thing for us. When we went from dual core to quad core, the reason this has taken a little longer is we made some enhancements to the core, not because going to four cores was the major challenge. What we've focused on is doing enhancements to the core and doing virtualization. This is probably a larger and more important launch than you've seen in the past. There's a lot riding on the ecosystem, the ISVs, and hardware vendors, to make sure we have all the pieces in a line so when we do launch we can have pretty quick uptake. IDGNS: How much work has been done to seed the market for Barcelona? Has AMD shipped sample systems to major customers so they can test their applications? Knox: Yes, we're starting to get some samples to customers as seeds. You definitely need to have seed programs. They're critical. People want to kick the tires, especially with something as significant as the move from dual core to quad core, and the enhancements we've made. We're going to have a larger seed program than we've ever had before on the server side. Part of that's because there's some new stuff, and part of that's because it's a pretty competitive market right now. Frankly, there are some accounts you have to seed. Whenever new technology comes out, you've got to let the Wall Street guys try it out. And it's not just the end-user community. There's a whole ISV aspect to it, as well. They've got to get ready. You've got to get the hardware manufacturers in Taiwan ready. IDGNS: What does the launch of Barcelona mean? When the launch happens next quarter, will the chips be widely available in large quantities? Knox: That's what we're going through now. Our plan is not to have a paper launch. We want to do a launch with a product. IDGNS: With large numbers of Barcelona servers available for sale? Knox: Right. And given what's been going on in the market, it's extremely critical that people understand that. We have had a number of launches in the past, I'll point to Intel's Clovertown launch as an example. They launched Clovertown and I think it was less than 10 percent of their product mix two quarters later. That says to me it wasn't really a quick ramp, product wasn't readily available. Our goal here is to get Barcelona out, and get it into the market as quickly as possible.
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Fourth version of Linux distribution is late because of slowdown by key developers linked to a funding "experiment."
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Quiet - someone might notice... AMD has quietly added a pair of top-of-the-line Athlon 64 X2 processors to its public price list. Missing from the list when AMD introduced its 65nm processors on 5 December, the 5400+ and 5600+ have now been added to the line-up. Shhhh, don't mention it - someone might want to buy one...â¦
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Systems will use 64-bit version of Intel's Xeon processor.
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ATI Technologies Inc. announced an integrated chipset family for the AMD Athlon 64 and Sempron procesor families on Monday, helping AMD push its 64-bit technology down into the value space.
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Chip-making technique to fuel AMD64, PowerPC, 'Cell' production
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AMD has delayed general availability of some key products until early next year, when it projects the chips, along with other new processors, will return it to profitability.The biggest hit went to its quad-core microprocessor, code-named Barcelona, which it needs to compete against Intel among server vendors. The chips, along with AMD&#39;s desktop platform, Phenom, won&#39;t be generally available to customers until the first quarter of next year. The products were supposed to ship in volume by the end of this year, but&#160;a technical design error in the chips caused AMD to slow the schedule so it could apply a fix, said Dirk Meyer, the company&#39;s president and COO in a meeting with analysts on Thursday.The company&#39;s Puma platform, a set of chips aimed at laptop PCs, will also be delayed until the second quarter of next year, a costly miss considering the fact that the laptop PC market is growing at around 30 percent per year.AMD also reduced its planned spending on new production lines to $1.1 billion from a previous estimate of $1.7 billion and said all its business divisions wouldn&#39;t return to profitability until next year.The statements caused AMD&#39;s stock to fall as much as 5 percent during early trading on the New York Stock Exchange, before rebounding to down just 1.8 percent, at $8.81 in the afternoon. The market was still open as of this writing.AMD executives apologized for missteps, such as the delay in Barcelona.&quot;We blew it, we&#39;re very humbled by it, we learned from it, and we&#39;re not going to do it again,&quot; said Hector Ruiz, chairman and CEO of AMD. He said AMD would go back to its habit of under-promising and over-delivering.To start, the company will be on a path to break even financially by the second quarter of next year and return to profitability by the end of the third quarter, he said. The financial performance will be boosted by the launch of several new products in graphics, chipsets, digital TV processors, and more, not including the delayed products.The company forecast its processor shipments will rise at least 15 percent next year, while graphics processor shipment growth will be greater than 6 percent, digital TV processors more than 13 percent, and handheld chips up 8 percent.AMD&#39;s gross margin will rise to between 46 percent and 50 percent next year, up from 37 percent during the past four quarters, said Bob Rivet, chief financial officer of AMD.&quot;We&#8217;re in a massive product refresh. In 2007, we were living on some old stuff. 2008 is all new stuff, and we believe it will yield goodness,&quot; he said.
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After months of delays, Advanced Micro Devices Inc.&#39;s latest processor, a quad-core server chip called Barcelona, is at last expected to hit the market Monday.
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Details are expected on Tukwila, the next-generation 64-bit quad-core CPU, at a chip conference this week.
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On Tuesday, Advanced Micro Devices introduced its two fastest processors yet, a quiet slap at Intel&#39;s latest roadmap revision.
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SuperPuppy writes &quot;Hardcoreware.net has rounded up three 2500+ Socket A processors from AMD. An AthlonXP, based on the Barton core (this particular one predates the locked multipliers we&#39;ve been seeing lately