Meyer, speaking at its annual financial analyst conference in New York, was up front about the Barcelona problems, which have been widely reported. SPEC invalidated CPU results for Barcelona today. "We haven't delivered our quad core product according to plan," said Meyer. "We'll make good on our promise to deliver hundreds of thousands of quad core processors, but we're disappointed."
However, Meyer also noted that the consensus view that AMD is a troubled company is wrong. "Now is one of those times where we see things that others don't," said Meyer. "We've done a lot of things well, but one thing we haven't."
Overall, AMD has more positives than negatives, argued Meyer.
AMD is looking to reshape the chip debate with a focus on platforms. Meyer noted that being the fastest chip isn't the entire game. Power matters as does enabling better graphic capabilities. AMD also has products in the pipeline to address the HDTV and mobile markets. Meanwhile, AMD also has quad-core design wins.
That's all true. In fact, the mainstream market may not really care about the gigahertz wars. "We're going to focus on profit pools of the industry. compelling performance and value for mainstream markets," said Meyer.