The foundry industry development that should worry the 'Roids the most is the announced slips by foundries (TSMC,UMC,CHRT) at 90nm. AMD will definitely fall further behind INTC ... INTC is NOT waiting for the foundries at 90nm.
You keep stating/implying that AMD needs UMC at 90nm. Can you or anyone produce a source for this information? I was under the impression that 90nm would proceed in Dresden with UMC coming into play only if the capacity is exceeded. Given the state of demand and last quarters volumes, that doesn't seem likely any time soon.
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