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Native quad-core en route

Yesterday during AMD's Q2'06 earnings conference call, AMD's President and Chief Operating Officer Dirk Meyer recapped the long term plans for the company.  Although the bulk of his comments were already stated in during the June AMD Analyst's Day, Meyer also added the tidbit that the company plans "to demonstration our next-generation processor core, in a native quad-core implementation, before the end of the year."  Earlier this year, AMD's Executive Vice President Henri Richard claimed this native-quad core processor would be called K8L.

Earlier AMD roadmaps have revealed that quad-core production CPUs would not utilize a native quad-core design until late 2007 or 2008. To put that into perspective AMD demonstrated the first dual-core Opteron samples in August 2004, with the processor tape out in June 2004.  The official launch of dual-core Opteron occurred on April 21, 2005.  On the same call Meyer announced that that the native quad-core would launch in the middle of 2007 -- suggesting the non-native quad-core Deerhound designs may come earlier than expected or not at all.

Just this past Wednesday, Intel one-upped K8L plans by announcing quad-core Kentsfield and Clovertown will ship this year, as opposed to Q1'07 originally slated by the company. 

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Pipeline Question
By Ringold on 7/23/2006 5:05:28 PM , Rating: 2
It seems to me like AMD and Intel have at any given time a few products in reserve just in the event that one has a home-run and competitive performance must be maintained. Good business sense, obviously. But given that processers take years upon years to develop, and given that Intel seem to be dumping everything they've got in their product pipeline all in the space of about a year while at the same time throwing their margins out the window in a price war....

Does this mean that a year or two down the road progress will look downright stalled out asides from minor speed bumps, almost like the last year has been? Or do you guys think AMD and Intel will either be able to speed projects up or have enough still near-completion to be able to keep a good stream of next-generation parts and good revisions to current chips coming? Does the loss of profit margins portend bad things for AMD with higher R&D costs without Intel's war chest? Or is AMD more resilient than it appears?

Either way, I'm happy. Price wars, as long as they dont kill AMD, are good. :) Bumping up my upgrade cycle with every cost reduction.

"Intel is investing heavily (think gazillions of dollars and bazillions of engineering man hours) in resources to create an Intel host controllers spec in order to speed time to market of the USB 3.0 technology." -- Intel blogger Nick Knupffer
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