Advanced Micro Devices Inc (AMD)

[kpf]

Dan re: But it does look like the current Centrino is at the leading edge of what all of Intel's ".13" FABs will be capable of after a year or so of "copy exactly" upgrades.

I guess that is right on the spot.
Tja, for those who did not know already, there is more than smart marchitecture coming from Santa Clara.
Well, for AMD we can only hope Thornton will have similar cache density as Banias and Prescott. Otherwise Craig will teach us about Diesize for a while :)
However, assuming Intels yields for this process are anything better than lousy, if they fully utilize their capacities next year at least they have enough capacity to supply into any upturn without any shortage visible.
With decent yields on this process and a Dual-Core-CPU already next year.... well, we all know already sometimes you get lil bit scared as an AMD stockholder.

On behalf of Darbes, who seems to prefer educating the folks at Speakers Corner today:

Stay tuned. The race is just in its early stages.

K.