Following yesterday’s report that there could be potential technical problems with Advanced Micro Device (AMD)’s upcoming Puma platform, semiconductor analyst Doug Freedman of American Technology Research released another report today after he spoke with the company and now says AMD is not having technical issues with Puma, and that his view of cautious OEM behavior with respect to AMD’s road-map appears well-founded.

“Follow-up calls with AMD confirmed that AMD is not having Puma technical issues. According to AMD sources the processor and chipset (an industry first with DX.10 support) is functioning as expected,” Freedman said in the report, with all issues characterized as normal production ramp hurdles.

A call from AMD spokesperson John Taylor to EDN today further asserted Puma is on track for a Q2 launch and has double the design wins as its dual core Turion technology.

At the same time, Freedman reiterated his “checks” suggest OEMs' “just-in-case” contingency plans remain in place and believes OEMs are taking a cautious approach to the Puma launch and will likely make a Puma transition at a slower than normal pace, and highlighted that AMD’s new product ramps have traditionally been much faster than Intel's. “We believe Intel and nVidia remain positioned to benefit from a slower Puma launch,” he said.

Further, Freedman said it is possible that the cautious ordering/contingency strategy to Puma could lead to a round of double-ordering for MPUs and will monitor this situation and attempt to gauge its impact on inventories and guidance for the June quarter and beyond.

By: DocMemory
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