Hmmm, let me see, we have 2 statements that are at odds with each other.
One is by the CEO of a company on a quarterly conference call that is being recorded. There are actual laws governing those types of disclosures, so that person would have to be a.) truthful and b.) 110% sure of what they were saying.
The other is by a person who (probably) does not work at the company and posts information passed on to them by someone else on an internet forum.
You can choose to believe whatever you want. As someone on the inside, I did not find the original post to be believeable.
Given the
generous range in the publicly stated release timeline, a delay of this magnitude could easily be accommodated by the schedule and still give you and your employer plenty of "wiggle" room to claim you hit the schedule all along.
I don't see any contradictions nor a requirement that any party is lying/making it up. You guys give nice 6-12 month windows for product releases for a reason, to accommodate the unexpected delays in internal milestones as well as that of your foundry's process development and qualification team.
From the sounds of it here we now have some unconfirmed info regarding where a few months of this amply wide release window have gone.
Is it false? Can you publicly confirm or disavow that there were packaging or reliability issues with the 32nm low-k dielectric of choice by the IBM researchers for the lower metal levels?
You can choose to believe whatever you want. As someone on the inside, I did not find the original post to be believeable.
In the months leading up to the glofo spinoff it was surprising how few AMD'ers were in the know. Many claimed, here even, that such a thing simply could not and would not happen and they too disavowed - as insiders and employees - any rumors that were being spread of the impending spinoff.
It really is not our concern whether anything in this thread is true, we aren't part of the decision loop and there are no action items generated for us by this info. As consumers it is fun to see and hear about some of the behind the scenes battles going on, hence the appeal of Anand's articles regarding ATI's GPU development decisions and so forth.
But the impact to you, now I see where it can start to feel personal and that makes it easy to not be able to see the forest for the trees. I remember being in a similar position when TI decided to cancel 32nm and 45nm development. My vendors and suppliers knew before I did and when they tried to tell me about the rumor I was quite rapid to dismiss it as just simply absurd.
Back to the topic at hand though, I don't see anything here as unbelievable or out of the realm of plausibility even if I didn't have confirmation from folks in the know.
AMD gives nice wide release windows for a reason, for good reason imo, and this info simply explains why things might not happen at the earliest of possible release months in the range given by AMD. Seems fair enough to me.