Intel Corp (INTC)

[Saturn V]

Karl,
As usual you are living in a make believe world, and resorting to wishful thinking.
I will grant you the possibility that maybe most of the problems AMD has faced at 65nm are 300mm wafer issues, and less 65nm lithography issues.

However without HiK, you cannot shrink the 65nm transistors any further,without a dramatic increase in power. So most likely AMD will stick to 65nm transistors, and shrink the other features only. So there will not be any performance gain, and the chip size will not scale as normal shrinks do.All the SOI gains have been accomplished at earlier nodes, so it is unlikely that AMD can pull anything new out of SOI hat.

So AMD can expect some cost advantages on the Barcelona and Phenom, but will be stuck at roughly the same clock speeds.So AMD will be able to better compete at the low end of the performance range, and hope to survive as a bargain basement supplier.