AMD's Server And Workstation Comeback

[Guest]

Analyst Opinion - This week I have been spending some time with AMD listening to an update of their workstation and server roadmap.

AMD's Server And Workstation Comeback : Read more

 

[Guest]

is Shanghi really coming out or will this work like Bacelona Maybe if they would actually get something working before anouncing when it would be out they would still have credibility. When Barcelona was abounce I thought great. But delay after delay made me wonder if it would be worth it

 

[FHDelux]

What AMD needs to do is shut their PR / Marketing department up, maybe even lay off half of them, and focus their resources on R&D. They are never gonna catch up if they keep saying, we will return to profitability blah blah. Our next gen stuff is better. We are on track now. Same old stuff as barcelona, and that worked out great for them.

 

[Guest]

"minimal changes over Barcelona. These are significant improvements "

So....Mr Enderle - and INDEPENDENT CONSULTANT (HARDY HAR HAR !!) concludes that minimal changes are significant improvements.

I hope he didn't wear out his knees in Dirk's office.

 

[Area51]

As someone who works very close with both Intel and AMD I can tell you that every time the product team has issues delivering competitive products the Sales and Marketing teams kick in and promises greatness from future product sine there is nothing to talk about with the existing product. Also you will hear allot of acronyms and technologies being touted as what is coming without any substantial proof of what it really translates into for the customers compared to the competition. Intel did this during P4 and opteron. Now AMD is doing the same thing. This tells me that they have nothing in the near to mid future. I guess the best thing that can happen to AMD is accusation of the company by someone like IBM since it is only worth very little due to the stock price.

 

[Guest]

"Microsoft apparently is tuning its virtualization offerings, which have actually started to sell impressively well and really stunned VMware, the firm that really put virtualization on the map."


What sales would that be?

 

[dvmoo7]

Pleeezzze....More worthless ranting. Can't belive this article was actually posted. Guess THG is having trouble finding a good Analyst.

 

[nekatreven]

[citation][nom]Hector The Wrector[/nom]"minimal changes over Barcelona. These are significant improvements "So....Mr Enderle - and INDEPENDENT CONSULTANT (HARDY HAR HAR !!) concludes that minimal changes are significant improvements.I hope he didn't wear out his knees in Dirk's office.[/citation]

You must not be a very good reader...

"minimal changes", was not the complete changes/feature list, it was the last of a list of features.

So, it didn't say minimal changes = significant.

It said improved feature 1, improved feature 2, improved feature 3, AND minimal changes over barcelona is significant.

So much improvement with few changes = significant.

This means that you get feature 1, 2, and 3 with less of a chance of something getting screwed up since there were minimal architecture changes between the chips to deal with.

If you want to try and school people, you'd better learn to read first.

 

[Guest]

'AMD feels like they have their act together now and their recent competitive successes in the graphics segment appears to confirm this.'

I expect this kind of statement from a fan not from an analyst. How is a product that is done by a different design team, on a different process (bare Si vs SOI), and manufactured in a foundry confirm that AMD has their act together and is in anyway indicative of potential success on a CPU launch?

Now I'm not saying Shanghai won't launch successfully, but to use a graphics product launch to trend this, is a bit of a logical stretch - especially for an analyst who in theory should understand some of the subtleties!

How about - Intel's execution on Core 2 appears to confirm that Intel is on track and foretells that Larabee should be successful. (see the point?)

"This should be an interesting second half in the processor wars, at least for servers and workstations."

When have you ever not heard a statement like this? In H1'07, it was 65nm....In H2'07 it was going to be interesting with the Barcy launch...Then it was H1'08 with the B3 revision...Now it's H2'08 with Shanghai... soon it will be H1'09 should be interesting for some other reason.

Please stop with the platitudes, AMD 45nm product will not be available in any appreciable volume this year - as such H2'08 will be BORING, the first interesting 'read' on the market will be in 2009. I look forward to another analysis in H2, which will undoubtedly have something to the effect "2009 is shaping up to be an interesting year"

 

[nekatreven]

[citation][nom]Twisted Logic[/nom]'AMD feels like they have their act together now and their recent competitive successes in the graphics segment appears to confirm this.'I expect this kind of statement from a fan not from an analyst. How is a product that is done by a different design team, on a different process (bare Si vs SOI), and manufactured in a foundry confirm that AMD has their act together and is in anyway indicative of potential success on a CPU launch?Now I'm not saying Shanghai won't launch successfully, but to use a graphics product launch to trend this, is a bit of a logical stretch - especially for an analyst who in theory should understand some of the subtleties!How about - Intel's execution on Core 2 appears to confirm that Intel is on track and foretells that Larabee should be successful. (see the point?)"This should be an interesting second half in the processor wars, at least for servers and workstations."When have you ever not heard a statement like this? In H1'07, it was 65nm....In H2'07 it was going to be interesting with the Barcy launch...Then it was H1'08 with the B3 revision...Now it's H2'08 with Shanghai... soon it will be H1'09 should be interesting for some other reason.Please stop with the platitudes, AMD 45nm product will not be available in any appreciable volume this year - as such H2'08 will be BORING, the first interesting 'read' on the market will be in 2009. I look forward to another analysis in H2, which will undoubtedly have something to the effect "2009 is shaping up to be an interesting year"[/citation]

actually yes. Larabee may be expected to come out better simply because Intel has not botched as many releases lately.

AMD on the other hand has made several mistakes. A much improved launch of any product suggests that some problems may be solved.

I see what you mean and you have a point, but that statement in the article was not completely off base.

It is interesting because each time AMD has had an opportunity to really grow their server offerings and they have flopped many times. Just because it hasn't gone well doesn't mean that it won't be interesting if they do succeed and significantly grow their market share.