AMD to sell fewer than 1 million Phenoms in 2007
FAB36 is fully converted to K10 production, AMD is sitting on one quarter of Brisbane CPUs. Going forward, it will be K10. Chartered still makes some 90nm cores.
Nvidia needs a major major price cut to compete. The AMD HD3850 is up to 4x faster than the Nv 8600 GTS.
The 55nm process works flawlessly. No wonder AMD is working on asset-lite strategy, with zero investment on FABs, AMD can use TSMC to crank out 55nm lower end K10s just to take market share -- no SOI, no nothing, just plain bulk silicon -- enough for 2.2GHZ speeds. FAb36 will be dedicated to high value products such as Opteron, Phenom and Bull Dozer.
BTW: Vista sucks, but the update on Nov 14 from Microsoft (with zillions of stability fixes) and Nvidia seem have fixed the problem.