Yes, I'm rather skeptical of AMD's h106 plans for production, there are too many things that need doing just to get the plant up and running let alone bring up a new process also. I know development work on 65nm is being done at Fishkill, but I'll bet there will be lots of problems that need ironing out at fab36.
Because of the enormity of the project I really want AMD to take the most conservative posture possible covering their butts as much as possible.
The problem is that there may be a period of a year or more(mid 05 to mid 06) in which fab30 alone won't be able to meet demand. As IBM seems to be the only alternative to fab30 I sure hope IBM gets its shit together before AMD gets into a supply crunch.
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