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Thread: Anand: On Barcelona

  1. #26
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    Barcelona feels more and more outdated..maybe it would have been good if it was released 1 year ago.
    Everything extra is bad!

  2. #27
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    Quote Originally Posted by freeloader View Post
    Failure to execute.
    How do you know ?
    And execute what ?
    Quote Originally Posted by freeloader View Post
    Failure to stick to a deadline in a timely fashion.
    Why, have they given you a official deadline and they didn't deliver ?
    Quote Originally Posted by freeloader View Post
    Failure to get product off the drawing board and into consumers' hands.
    Guess you still have private info ?

    Quote Originally Posted by freeloader View Post
    Failure to recognize and compete against competitor's products.
    Yup, you've already seen the measurements and you're convinced & sure about that

    Quote Originally Posted by freeloader View Post
    Should I go on?
    Nope, blind fanboyism and ignorance should die.

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  3. #28
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    Quote Originally Posted by Shintai View Post
    Actually they cant use any pricing scheme they want. Thanks to places like the EU and such. Just like monopolistic telecompanies are forced to reduce prices.
    why Vista ultimate is 600€ here ?

  4. #29
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    Quote Originally Posted by freeloader View Post
    AMD should go under. They don't deserve anyone's money anymore.
    I fail to see your point..... just because AMD can't compete with Intel atm.....??
    AMD whooped Intels ass before they introduced C2D... did you [censored] about them then...??

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  5. #30
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    Quote Originally Posted by madcho View Post
    why Vista ultimate is 600€ here ?
    Vista is 399$ from MS. 600euro? Not even here in DK with 25% tax on goods does it even get near that.
    Crunching for Comrades and the Common good of the People.

  6. #31
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    Quote Originally Posted by freeloader View Post
    AMD should go under. They don't deserve anyone's money anymore.
    That's the most ignorant statement I've seen in a long time .

    What do you think forces Intel, or any other company for that matter, to innovate or supply products at competitive prices? Not some government entity that's for sure. As a matter of fact government controls do nothing more than cause shortages and resale gouging.

  7. #32
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    If anyone here wants to support an underperforming company, that's your business, do so. They won't see any of my money until they shape up and deliver ON TIME!

    I'm glad I sold my stock and won't invest in AMD again until Hector & company are gone.
    As quoted by LowRun......"So, we are one week past AMD's worst case scenario for BD's availability but they don't feel like communicating about the delay, I suppose AMD must be removed from the reliable sources list for AMD's products launch dates"

  8. #33
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    Quote Originally Posted by freeloader View Post
    If anyone here wants to support an underperforming company, that's your business, do so. They won't see any of my money until they shape up and deliver ON TIME!
    Did they ever promise a release date? Not that I remember. Correct me if I'm wrong. Last I knew there were estimated dates, not set in stone.

    Quote Originally Posted by freeloader View Post
    I'm glad I sold my stock and won't invest in AMD again until Hector & company are gone.
    That is your choice, I have no problem with that. But to make a sweeping statement that everyone should do the same (what your post "they should go under, don't deserve any money" implies) is a little extreme.
    Last edited by Sparky; 06-05-2007 at 09:28 AM.
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  9. #34
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    Quote Originally Posted by Shintai View Post
    Vista is 399$ from MS. 600euro? Not even here in DK with 25% tax on goods does it even get near that.
    In one of the better shop here vista ultimate 548,90 € ( without shipping )

    vista ultimate update : 344,90 €
    OEM 32bits : 144,90 €

    My next OS :

    stay on XP

  10. #35
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    Quote Originally Posted by freeloader View Post
    AMD should go under. They don't deserve anyone's money anymore.
    I wonder if Intel did "deserve" anyone's money in between 2003-2006 when they failed to execute or failed to stick to a deadline in a timely fashion or failed to get product off the drawing board and into consumers' hands or failed to recognize and compete against competitor's products?
    You were not supposed to see this.

  11. #36
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    Let's see what others say on the subject :

    ncreasing Talk Barcelona Server Chip Will Be Delayed
    Last update: 6/5/2007 12:37:38 PM

    By Donna Fuscaldo
    Of DOW JONES NEWSWIRES

    Speculation is mounting that Advanced Micro Devices Inc.'s (AMD) much awaited Barcelona server chip will be delayed until the fall, which could pressure margins and weigh on its waning competitive position.
    On Monday supercomputer maker Cray Inc. (CRAY) issued a revenue warning for the year, citing a delay in the availability of a component, which analysts said is likely the Barcelona server chip. Meanwhile, on Tuesday Citigroup analyst Glen Yeung said in a research report out of Taiwan's Computex Trade show, that "several sources," including server vendors, distributors and motherboard makers, confirmed Barcelona will be delayed to September/October from June/July.
    Officials at AMD weren't immediately available to comment.
    Barcelona is viewed by many on Wall Street as a saving grace for AMD, which has been pummeled by a fierce price war that's weighed severely on its gross margins. Barcelona is seen as a way for AMD, Sunnyvale, Calif., to boost its gross margins and make further inroads into the corporate server market, where it doesn't have that strong of a position.
    A delay, even for a few months, could hurt AMD's bruised reputation with corporate customers and open the door for Intel Corp. (INTC) to steal more market share.
    "If you look at all the important product introductions AMD has done in the past 12 months, it missed every single one," said Hans Mosesmann, an analyst at Nollenberger Capital Partners, who has a sell rating on AMD. A delay in Barcelona would be a "significant" miss and could push out the financial benefit until 2008, the analyst said.
    Mosesmann suspects the bigger problem for AMD isn't a delay in the timing of the chip's roll out, but that the chip may not be up to snuff.
    "AMD's graphic processor was delayed a couple of times...and it was significantly below Nvidia's class of product in terms of performance power," said Mosesmann. "Being late is bad. Being late with potentially a lousy product could be a disaster."
    In its research report Tuesday, Citigroup's Yeung said AMD is showing a sample at Computex, but that yield problems is the likely reason for the delay in the chip going into volume production. According to Yeung, the delay could hurt gross margins and gives Intel more opportunity to gain share.
    "Barcelona is generally viewed to be AMD's best opportunity to stem server share loss to Intel," said Yeung in the research report. "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."
    ...
    And continued
    Meanwhile, on Tuesday Citigroup analyst Glen Yeung said in a research report out of Taiwan's Computex Trade show, that "several sources," including server vendors, distributors and motherboard makers, confirmed Barcelona will be delayed to September/October from June/July.
    And the piece de resistance ( Citigroup report ) :
    Computex 2007: Day 1 Implications for Semiconductors; Lowering Estimates for AMD

    Barcelona Delayed — While much speculated in the press, several sources (server vendors, distributors, and board makers) have confirmed that Barcelona, AMD’s much-awaited new server processor, has been delayed. From an original launch in June/July, Barcelona is now not expected until September/October (although we did see a sample device at the show). Yield problems for the estimated 286mm2 die was most frequently cited as the source of the delay.

    Negative AMD Margin Implications— Barcelona is generally viewed to be 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. We note that server processors carry as much as 1500bps-2000bps greater gross margin than do notebook or desktop processors. We currently model a gross margin recovery of 1250bps in 4Q07 from 1Q07 levels. We tweak our AMD estimates lower to reflect risk to this assumption. Our 2007 EPS is revised to $(2.59) from $(2.48), no change to 2008.

    Door Opens Wider for Intel Server MPU’s — Meanwhile, Barcelona’s delay opens the door wider for Intel to consolidate its share gain, particularly as it prepares to launch 45nm server processors in 4Q07. Intel currently expects its 45nm Harpertown quad-core processor to comprise ~8% of its sales in 4Q07. ....
    Holy cow!! That's better than I expected!

    ...
    Door Opens Wider for Intel Server MPU’s (cont). Interestingly, one boardmaker we met with suggested that their tests indicated that AMD’s 65nm Barcelona only bridges the gap between Intel’s 65nm Clovertown. The release of 45nm Harpertown is expected to re-establish the lead for Intel, emphasizing the importance of any delay by AMD. Moreover, we remind investors that Intel will lower prices of its 65nm Clovertown server processors on July 7th to drive further penetration of quad-core processors ahead of AMD’s Barcelona launch.
    Ouch! Rumour has it that Barcelona IPC on typical tasks is at the same level as a 2MB C2D.On server tasks it is expected to fare better , but anyway Opteron is strong there even now.

  12. #37
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    This isn't a thread on Vista.

    But then again...neither is it on Barcelona.

    AMD's late...and that is magnified in the summer when 75% of members are ready to pull the trigger (summer sales etc)...

    That doesn't change the release date.

    We've known for a while Barcelona will kick butt when it'll come out...and that should be in Q3/Q4 at the earliest.

    Please use the sticky for all the constructive comments.

    Perkam

  13. #38
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    Quote Originally Posted by Ubermann View Post
    Barcelona feels more and more outdated..maybe it would have been good if it was released 1 year ago.
    that is a naieve statement.

    1.Native Quad Core
    2.Hypertransport 3
    3.IMC
    4.fully adjustable voltages between cores


    Currently Intel has none of these features and AMD currently only has the IMC.

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