Intel Corp (INTC)

[subzero]

"All their 90nm products will be more expensive to make. "

AMD should achieve a large die size reduction - I think 114 sq. mm for a 90 nM Opteron/Athlon 64 vs. 193 sq. mm.. for 130 nM versions.

If they don't change anything else (add additional metal layers, etc., increase cache size, etc.) on the 90 nM process, AMD's CPU costs should come down.
The only question is - come down from what level?
The 130 nM cost level is pretty high - since AMD is reluctant - or cannot - make them in volume.