AMD strictly moderated (AMD)

[chipdesigner]

AMD said that capacity was not an issue in Q1.

They certainly have held a performance and performance/watt lead over Intel for the past two years, but that seems likely to reverse over the next few months, and remain that way at least until the K8L. This is somewhat balanced by their increasing capacity-- their fortunes depend on exactly how far behind they fall in performance: if it becomes significant enough, Intel can successfully wage a horizontal price war across segements based on performance, as opposed to the vertical segment wars they have used in the past (e.g. expensive server & mobile, cheap desktop)