Re: you take a snapshot of one chip on a new process, and assume the process is broken and will take 2 years to fix.
Intel has been failing to ship Dothan and Prescott since late last summer. Precott could have been a design issue but Dothan is primarily a shrink. They're just going from 130nm copper to 90nm copper, both on bulk silicon.
Should be a piece of cake, right?
AMD's first shrink of a copper process was a mess, and it was the terrible time that AMD had doing it's first shrink of a copper process that let Northwood start looking good. AMD progress was very slow from the time of their great success after they first introduced copper to the X86 CPU world and they didn't do well again until they became the first to introduce SOI to the X86 world.
Intel regained a lot of ground after they followed AMD to a copper process, but now that AMD has moved on to an SOI process, AMD is taking new ground in the workstation and server spaces, and regaining ground in desktops and notebooks - and revenue...
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