AMD's long-awaited Bulldozer processor finally hit the market this week, and the Web has been flooded with benchmark results. One thing is clear: this won't kill Intel's Sandy Bridge, as some were hoping. Indeed, in some tests, Bulldozer can't even keep up with its predecessor. The launch of the Phenom in 2007 was similarly underwhelming—it arrived late, broken, and slow—but AMD managed to turn things around with Phenom II to produce a viable competitor to many of Intel's processors.
AMD's future success will depend on the company's ability to make lemonade from the Bulldozer lemons. And its ability to do that will be governed by the Bulldozer architecture: is it fundamentally flawed, or are the performance issues merely teething trouble?
It could go either way. With Phenom, the problems were fortunately not fundamental. The biggest single issue was that the cache used for supporting virtual memory was buggy (a problem known as "the TLB bug"). A BIOS fix to work around the bug and correct the processor's behavior was released, but it exacted a severe performance penalty. This bug was fixed partway through Phenom's life, adding another 10 percent to the processor's performance. In late 2008, Phenom II was introduced, boasting substantial improvements in clock speed and a much larger level 3 cache. The K10 architecture used in both Phenom and Phenom II was essentially sound; AMD just had to work out some relatively minor problems before it could achieve its potential.
Contrast this with Intel's Prescott Pentium 4s. Prescott was substantially modified from its predecessor, Northwood, with a much longer pipeline, larger cache, and new instructions. However, it didn't boast consistent performance gains over Northwood, largely because it never achieved the clock speed targets it was intended to reach. The lack of clock speed meant that the processor could never offset the penalties incurred by the long pipeline. The problems Intel faced with scaling its Pentium 4 designs eventually gave the company no option but to abandon the architecture entirely.
http://arstechnica.com/gadgets/news/2011/10/can-amd-survive-bulldozers-disappointing-debut.ars