Traditional PC market is OEM pre-builts like Dell, Gateway, etc. It's very obvious that's dying. But in all honesty, that's the greatest thing for AMD to happen in the desktop market. That market is being replaced by do it yourself builders. It's easier than ever to build your own computer and there's far better online communities for it too.
Which means that, in the K8 days, remember what happened to AMD? They had a superior product but they couldn't gain the market share they deserved because Intel was bribing OEMs to not use AMD.
But guess what? It's a lot harder to bribe DIY builders. You can basically cheat in reviews and pay off reviewers but that's it. You still have people actively fighting for AMD in forums and against that sort of behaviour. Which you wouldn't have if we were still depending on traditional PCs. So really, the market shifting from traditional PC to DIY market is the best thing to happen for AMD desktop.
Also, 8350rocks and Juanrga, I think you guys are confused on what "ambidextrous" means. It means they're going to use multiple products to solve customer problems.
I'm assuming they don't want to abandon the cat cores. They are the most competitive parts with Intel. In fact, they are so good that if you want overall performance (CPU and GPU) in a low power portable, you basically want AMD by a landslide.
So, look at what AMD is proposing. ARM for server and HPC. Cat cores for consumer, and a new x86 core. If this new core is going to exist, it's not going to exist in a position to replace the functionality of an already existing product. Which is why it should be a high performance x86 core.
So AMD's product line-up would be something like
ARM for custom applications where you don't depend on Windows, HPC, LAMP servers, etc.
Cat Cores for consumer applications where power consumption is important but Windows and x86 compatibility is still needed
New x86 core for high performance x86 situations where x86 is still needed, like Windows, OSX workstations, etc.
And meanwhile, AMD will have HSA and GCN in the mix offering semi-custom solutions. So clients can come to AMD and ask for ARM + GCN + HSA and get their own custom chip. Or if Microsoft wants a new Surface chip they can go to AMD and ask for 4 Cat Cores with 2 GCN clusters and 6w TDP.
Or if another company wants to make a solid ARM tablet, they can come up and order ARM cores with GCN and HSA and have a high performance android tablet.
Look at how AMD has executed with Bulldozer. They basically wanted to create a perfect server chip and they put all their eggs in one basket. Not only was their primary core design designed for a specific workload, but it was basically their only one.
And then that chip did horrible in servers.
AMD has learned. Their ambidextrous strategy is them trying to avoid anything like that happening again, where they have one product that fails and they have to limp along on it for years.
By going cat core + arm + new x86 core, it means that if one of those fails, they still (should) have two viable products left. Which would leave them in a much better position.
Imagine if all this time AMD had Bulldozer and yet another x86 high performance core. They could have just bailed on Bulldozer much sooner and had something better. But that was never an option because they put everything in one chip.
The ARM, Cat Cores, and new x86 cores will co-exist in peace.
Juan, I have been saying all this time that AMD referring to the Piledriver Opterons as "legacy" was referring to the fact that they were old, legacy cores and the replacement wasn't here yet. There is going to be a new x86 core and it's more than likely going to fill in the performance segment that PD Opteron is leaving void.
colinp :
Another thing to note is that Carrizo is nowhere to be seen on AMD's updated roadmap. It goes from Kaveri, Beema, Mullins and Seattle in 2014 to Project Skybridge in 2015. No Excavator, no Carrizo anywhere.
With limited resources, it wouldn't surprise me if AMD has thrown all it's chips on the table (no pun intended) for Skybridge, canned Excavator, and at most we'll see a Kaveri refresh at some point to plug any gaps until Skybridge arrives, but not a full blown Excavator/Carrizo.
HEDT will only happen as a happy accident - a by product of Skybridge - not by design.
Thank goodness. Someone else who gets it too. HEDT is not a goal. Designing a platform that can service HEDT and other markets is.