K8L not til 2008?????

[Duvie]

http://www.techreport.com/onearticle.x/10322

 

[RallyMaster]

mm yeah....AMD's gonna be bad for years then...

 

[Duvie]

I will have meandered to kentsfield long before then.....

 

[Duvie]

wait for Intel to release its 2nd qtr numbers...they are disappoiting and will finally hit bottom with the stock...I then say sell AMD now why you still can and buy INtel at the bottom and start riding it to the top...

 

[Dadofamunky]

Unless everybody tanks. Intel might not appreciate at all either. All stocks are a crapshoot.... If we get $100-$120 bbl oil by next year I don't think anyone's gonna be thinking about their next CPU....

 

[Duvie]

True the whle tech sector is a drag right now...even for those who are showing good numbers...I think if anything we will see a correction in the stock prices and AMD will go back to being the lesser stock.

With their lackluster products for the next year plus the fact INtel is going to take back some of the marketshare AMD has gained with the opteron, I see no reason for INtel to be valued so low as a stock....

 

[dmens]

Did K8L tape out yet? Inq reported merom, yonah and cedarmill tapeouts events accurately, and there has been no news on K8L. So if it is still in development, Q1 08 release is about right, if they tape out in Q4 06.

So nehalem vs K8L? Sweet.

 

[Griswold]

They're yapping about desktop K8L. I never ever read anywhere that the desktop parts would hit the shelves before 2008. The 2007 timeframe was for the server parts...

 

[coldpower27]

This reinforces what I beleived all along, no K8L for desktops till the year of 2008, Mid 2007 for servers, but it seems the AMD favourables believed Intel would only have the crown for 1 year, now it looks like 1.5 yr on desktop minimum.

So were looking at Ridgefield and perhaps Bloomfield vs K8L derivatives and not too long after that Nehalem.

 

[dmens]

Market segment doesn't matter at this point because it's the same silicon. Only the tapeout date matters, tack 12 months minimum onto that for market availability in any segment.

 

[Stoneburner]

AMD be SOL


I thought quad core k8l's were gonna be 2008 and dual core 2007.

 

[hardwareking]

it's seems as though amd will be getting into problems similar to intel's netburst time,although net burst lasted a whole lot longer.
Everyone,everywhere would be saying don't get AMD,get an intel core 2 duo.
I guess Intel deserves to be on top,after a long time of humiliation by K8.

 

[JC]

http://theinquirer.net/default.aspx?article=32948

 

[PetNorth]

It's important to read (and write from digitimes part) properly. Motherboards sources talk about K8L on AM3. AMD have stated K8L will be first with DDR2, and the only socket compatible for DDR2 is AM2. The rest is a miscomprehension from digitimes writer.

 

[coldpower27]

Originally posted by: PetNorth
It's important to read (and write from digitimes part) properly. Motherboards sources talk about K8L on AM3. AMD have stated K8L will be first with DDR2, and the only socket compatible for DDR2 is AM2. The rest is a miscomprehension from digitimes writer.

That still doesn't disallows a K8L to come on Socket F first, on DDR2 like was promised.

 

[Henny]

Originally posted by: Duvie
wait for Intel to release its 2nd qtr numbers...they are disappoiting and will finally hit bottom with the stock...I then say sell AMD now why you still can and buy INtel at the bottom and start riding it to the top...

It's already hit rock bottom and the market knows Q2 earnings will be bad. That's old news. The market's are looking out 3-6 months.

I actually think it'll go up on the earnings announcement next week because at the same time Otellini will likely be announcing layoffs and efficiency improvements. The markets always like that.

 

[PetNorth]

Originally posted by: coldpower27

Originally posted by: PetNorth
It's important to read (and write from digitimes part) properly. Motherboards sources talk about K8L on AM3. AMD have stated K8L will be first with DDR2, and the only socket compatible for DDR2 is AM2. The rest is a miscomprehension from digitimes writer.

That still doesn't disallows a K8L to come on Socket F first, on DDR2 like was promised.

And it doesn't disallow either a K8L to come on AM2 at the same time (mid 2007. The only official fimeframe from AMD for the first K8L parts).

 

[Hard Ball]

Originally posted by: PetNorth

Originally posted by: coldpower27

Originally posted by: PetNorth
It's important to read (and write from digitimes part) properly. Motherboards sources talk about K8L on AM3. AMD have stated K8L will be first with DDR2, and the only socket compatible for DDR2 is AM2. The rest is a miscomprehension from digitimes writer.

That still doesn't disallows a K8L to come on Socket F first, on DDR2 like was promised.

And it doesn't disallow either a K8L to come on AM2 at the same time (mid 2007. The only official fimeframe from AMD for the first K8L parts).

I think you will find that K8L will be available sometime H1 of 07, or mid summer at the latest in server lines.

But AMD has not determined the exact timeframe for integration into their desktop lineup. That I think will be more likely to come in Q4 of 07, maybe Q3, if AMD really gets on the ball.

 

[Hard Ball]

Originally posted by: PetNorth
It's important to read (and write from digitimes part) properly. Motherboards sources talk about K8L on AM3. AMD have stated K8L will be first with DDR2, and the only socket compatible for DDR2 is AM2. The rest is a miscomprehension from digitimes writer.

That's exactly right.

Mobo makers only cater to the infrastructure that are necessary for manufacturing motherboards, they are normally not aware of the subtle difference that CPU uarchitecture and system infrastructure may have. The desktop K8L parts will have both DDR2/3 controllers, and should be able to fit into either type of mobo infrastructure. And these should be out first on AM2 platform, but later migrate over to AM3.

Wether or not K8L comes on time, it is not necessary that any mobo maker would know the specific timeline for the uarchitecture migration, especially since AMD chips now have most NB functions integrated on die. Mobo makers are only necessarily aware of the infrastructure change, of AMD chips' migration from DDR2 to DDR3, and to FBDIMM on the server side of things. So I don't think that you will see very accurate accounts from sources withint Taiwan mobo makers.

It's important to keep in mind that Server parts normally have a more firm roadmap ahead, because upgrade cycles in enterprise/business sectors are much more regular, and the support of stable platforms are also important over the long haul. And we know that K8L for servers are coming at or before mid-2007. Desktops, on the other hand, the chip manufacturer is under a lot less obligation to reveal the exact roadmap beyond 6 months, since there simply isn't that type of constraint.

And I suspect that whether we will get K8L for desktops early, late, or at all for AM2 platform, will be dependent on AMD's the yields of AMD's 65nm processes on a new die design. And if the yields aren't as good as expected, we should expect delays on the consumer front, to accomodate server and workstation class products. And the release schedule for desktop K8L parts is NYD.

 

[CyborgNinja117]

K8L might beat conroe, but were not sure if its gonna beat 45nm nilham (sp? conroes succesor)

 

[Hard Ball]

Originally posted by: CyborgNinja117
K8L might beat conroe, but were not sure if its gonna beat 45nm nilham (sp? conroes succesor)

For the server parts, K8L will precede Nahelem by as much as 18months. Nahelem is due in H2 2008, and its schedule may very well still slip, since it's still relatively early in development. And since we know next to nothing about nahalem, except for the possible integration of CSI, there isn't that much we can say about K8L vs. Intel's next core.

But for desktops, that may not be the case, where if the consumer K8L parts are delayed, then it will be later than the 45nm transition from Intel, and would go head to head with CMA built on mature 45nm process, with Nahalem less than 12 month away.

AMD isn't standing pat either, and has begun working on a successor to K8L: which will be out in the 3-4 years timeframe:
http://www.digitimes.com/news/a20060628VL201.html

Q: What is your broad perspective on the development of AMD processor technology over the next three to four years?

A: Well, as Dirk Meyer commented at our analysts meeting, we're not standing still. We've talked about the refresh of the current K8 architecture that will come in '07, with significant improvements in many different areas of the processor, including integer performance, floating point performance, memory bandwidth, interconnections and so on. You know that platform still has a lot of legs under it, but of course we're not standing still, and there's a next-generation core that's being worked on. I can't give you more details right now, but I think that what's important is that we're establishing clearly that this is a two-horse race. And as you would expect in a race, sometimes, when one horse is a little bit in front of the other, it reverses the situation. But what's important is that it is a race.

And I think for the forseeable future, we will have a see-saw battle between Intel and AMD, where just about every year, you would see the lead in uarchitecture design change hands.

 

[starwars7]

Originally posted by: Duvie
wait for Intel to release its 2nd qtr numbers.....

When will they be releasing those numbers?

 

[trivik12]

Charlie at Inquirer has already said he is disagreeing with fuad.

http://www.aceshardware.com/forums/read_post.jsp?id=120061446&forumid=1

Only reporter of any credence at TheInq is Charlie.

I dont see how AMD is going to release K8L in Q1 07 when they have not even demoed it. They demoed K8 opteron an year before its release.

Intel has told Mid 2008 release for Nehalem. K8L looks closer to Core shrink ore even Nehalem than Conroe/Woodcrest.

 

[Hard Ball]

Originally posted by: trivik12
Charlie at Inquirer has already said he is disagreeing with fuad.

http://www.aceshardware.com/forums/read_post.jsp?id=120061446&forumid=1

Only reporter of any credence at TheInq is Charlie.

Do you think that he would post on Ace's rather than posting an article on his own site, if that really had been charlie??

I dont see how AMD is going to release K8L in Q1 07 when they have not even demoed it. They demoed K8 opteron an year before its release.

Intel has told Mid 2008 release for Nehalem. K8L looks closer to Core shrink ore even Nehalem than Conroe/Woodcrest.

As regarding demo for the chips, AMD has long said native quad core demo will happen when they roll out new server chips with DDR2 and virtualization, i.e. Socket F; as reported a number of times:
http://serverpipeline.com/showArticle.jhtml?articleID=177104174

When AMD rolls out dual-core processors with built-in virtualization hooks midyear, the company also aims to show that quad-core processors can also run on the same socket on that platform, said Marty Seyer, senior vice president of AMD's Commercial Business and Performance Computing, Microprocessor Solutions Sector unit. AMD executives said the chip maker is working with its third-party vendors to ensure that the same socket that will be used for its forthcoming dual-core processors supporting DDR2 memory will also work for its quad-core processors, expected to be released in 2007.

Since the release of Socket F is in about one month or so; we should expect a quad core demo then or soon after. Although nothing is for sure until it happens, when Marty Sayer said that it would happen, then the probabilities are pretty good. And I don't think the article is saying that it definitely will get there in Q1 anyways. If the original schedule is mid-year 07, then it would fit in perfectly with the tapeout, demo, sampling schedule.

Plus, if you remembered, AMD demoed dual core chips barely 6 months before the April 21 2005 release of DC Opterons, you never know if they can push the schedule up. I'm still betting on end of Q2 of next year release, give or take a few months. They are trying to push the schedule up, because they know what Conroe and Kentsfield are going to do to their desktop lineup; as well as Clovertown may be perceived to do to their server lineup. Whether or not they succeed, that's a different question. But we need to stay tuned.

Edit: bold font mix up.
Edit2: a few more comments.

 

[Stoneburner]

i was reading about intel planning 32 core cpu's by 2010 and i laughed. IS intel really this stupid where they just find a single path and continue down it until they hit a brick wall? SO the ghz race is now the core race?

INTEL is SOL.