Charlie, they said B0, B2, now they fixed the glitch with B3. Even with this “great news!” they are still left with the same poorly designed architecture, with excruciatingly bad thermals, albeit at modest speeds. Additionally, Silicon On Insulator (SOI), a more expensive process, IBM’s brainchild, has not faired well in practical production, not to mention HV production. 

AMD simply cannot afford an entire generational product cycle to prototype both a bad process AND a bad architecture, which is precisely what’s happened during 2007 and into 2008. Further, all things considered, this will not get better at 45nM. Too much time and money has been put into a, basically, broken product. What makes maters worse; INTC will NOT be sleeping on the beach in Maui, sipping Pina Coladas, during 2008. 

No mater how AMD slices their optimistic pie, INTC is just patently waiting to eat it. INTC will not lay down now, bank on it. At this juncture, and at these performance levels, with 3 shiny new FAB’s, with these volumes, all they need to do is just strategically cut prices. They will.

SPARKS 

Right here, AMD is like the teenager with a drinking problem. The show up for a scheduled counseling session and say; "well, I got drunk everyday of last year but this NEXT year I plan not to drink at all - but it's too early to tell you for sure... "

Those charts are meaningless. Unless you print them up on soft paper and use them blow your nose. Or maybe to clean up the coffee you spilled (out of frustration, of course) while reading their propaganda...

Trending up:
I guess that depends if going straight down means going straight up. I cannot see how ATI could possibly dominate again without an Intel partnership and with an inferior performing product, It just doesnt add up. On the other front it gets even worse, Barcelona is not only defective with erratum but it offers no real compelling performance. Clock for clock the fastest Barcelona is slower than the slowest Intel Penryn. Where is the hope in this? What gave AMD its greatest performance increase (onboard Memory controller) will soon be introduced in 2008 on Nehalem. Hector is right , I just don't see what he see's.

Interesting and succinct