Intel Corp (INTC)

[VBG]

My take on the AMD QC rumors is that whatever they have/will demo must be 65nm.

Why would they waste the time/$$/energy on tapeout, masks, etc. on a product they will never sell (90nm QC)? Just to score a couple PR points against their competitor?

AMD must have some sort of functional 65nm process now and must have had one in '05 in order to have demonstrated them "behind closed doors". Can't find the original article by Charlie D. claiming this. I'm not saying high yielding ( enough to get the occasional working device), or fully integrated (possibly no SiGe), just functional.

I'm not arguing that AMD is sandbagging with their public 65nm ramp timetable, yield learning takes time. I'm arguing that QC demos (if true) indicates that AMD 65nm is probably not completely broken, just lagging Intel by the 9-12 months typical for a new process.

But then WTFDIK?

-VBG