And then concludes:
Barcelona needed to be a slam dunk for AMD. It has turned out to be much less. AMD now needs to focus solely on solving their manufacturing issues and releasing faster clocked Barcelonas. AMD's customers need to be knowledgeable of the fact that several of Intel's upcoming 45nm products will be here in a few months. These will likely deliver better performance on less power.
If AMD continues as they have this year. If they continue to lose large amounts of money each quarter. And if they are not able to achieve high clock speeds with their 65nm SOI technology at a pace consistent with Intel's anticipated ramping at 45nm, then this launch will be the turning point. It will prove out to be the beginning of the end for AMD.
Until we saw Barcelona numbers there was always hope. AMD knew this and kept their cards very close to their chest, not even releasing products for review until late last week. Unless AMD can turn it around and significantly ramp up the clock speed to compete with and win against Intel's 45 nm competition, then AMD may be headed into a life-threatening storm.
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