BAD HARDWARE WEEK

AMD slows down manufacturing pace and introduce new generation after 3 years. But simultaneously, makes faster products ramping and differentiation, as you can see from this picture at left. Seems more profitable path than Intel's that will attract many investors after big ROI (Return Of Investments, Intel invests $10B in Itanium with unknown ROI). At this moment AMD has the 2 90nm fabs that will run at full steam and yield until 2H 2007. That is quite enough for AMD to grab much bigger market share than it was possible until now. After that new radical core will push it further. K9 seems resurrected. 2 FPUs? Faster clock, of course. 65nm SOI can reach 4,4Ghz like IBM Power 6 recently indicated.
In 2H 2007 . Quad core version will take top of AMD's offer by then. Oh, by the way, when K8L? That will enable AMD to fight with Conroe and Woodrect until Greyhound arive. On 6th June, it will be announced like Core F with 10M transistors more than current Core E. Quite simple, isn't it?

http://digitimes.com/bits_chips/a20060314PR200.html
http://en.wikipedia.org/wiki/AMD_K9
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