By: David Kanter (dkanter.delete@this.realworldtech.com), August 9, 2011 1:50 pm
Room: Moderated Discussions
Josh (josh@penstarsys.com) on 8/9/11 wrote:
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>Yeah, it is pretty much splitting hairs at release. Reviewers got Brazos samples
>directly after CES. Intel sent SB test products to reviewers at the end of Jan,
>beginning of Feb. While AMD may have been shipping shortly before Intel, SB shipments
>way outnumbered Brazos by the time CES rolled around.
Are you sure about the dates for SB reviews?
Honestly, the definition of 'tape out', 'production', 'shipping', 'commercial availability' needs a whole series of articles to define.
For example, AMD shipped 1M Llanos in Q2. That is nothing, roughly 1% of the consumer PCs in a year. Even as a share of AMD's sales, it's pretty insignificant.
Yet, we'd all agree that the product was launched in Q2, yet barely.
OTOH, I remember Nehalem-EX launched in the last day of Q1, yet OEMs had been receiving shipments for revenue since early Q4 (basically one OEM asked Intel for a delay). How does that compare?
Both were 'barely' launched in the appropriate time frames. Yet I'd argue that getting lots of CPUs into OEM hands counts for something.
Similarly, the Cougar Point recall should matter, but it's hard to really characterize that (except perhaps in terms of Intel's massive write off).
David
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>Yeah, it is pretty much splitting hairs at release. Reviewers got Brazos samples
>directly after CES. Intel sent SB test products to reviewers at the end of Jan,
>beginning of Feb. While AMD may have been shipping shortly before Intel, SB shipments
>way outnumbered Brazos by the time CES rolled around.
Are you sure about the dates for SB reviews?
Honestly, the definition of 'tape out', 'production', 'shipping', 'commercial availability' needs a whole series of articles to define.
For example, AMD shipped 1M Llanos in Q2. That is nothing, roughly 1% of the consumer PCs in a year. Even as a share of AMD's sales, it's pretty insignificant.
Yet, we'd all agree that the product was launched in Q2, yet barely.
OTOH, I remember Nehalem-EX launched in the last day of Q1, yet OEMs had been receiving shipments for revenue since early Q4 (basically one OEM asked Intel for a delay). How does that compare?
Both were 'barely' launched in the appropriate time frames. Yet I'd argue that getting lots of CPUs into OEM hands counts for something.
Similarly, the Cougar Point recall should matter, but it's hard to really characterize that (except perhaps in terms of Intel's massive write off).
David
