Intel Corp (INTC)

[Elmer Phud]

Klaus

my understanding is that AMDs issues at 65nm are rather in design than in process.

That's rather hard to believe considering the 65nm process was expected to be ready in mid 2005. AMD had nearly 1.5 years to resolve the "design issues" you mention. Unless you don't believe AMD was telling the truth when they told analysts their 300mm fab would be ready for 65nm in mid 2005?

AMD’s manufacturing leadership is further demonstrated by its technology collaboration with IBM, and AMD Fab 36, which is expected to be ready with 65nm manufacturing capability in mid-2005.

http://www.amd.com/us-en/Corporate/VirtualPressRoom/0,,51_104_543~86455,00.html