QUOTE(lex @ Sep 18 2007, 11:26 PM)
Mario Rivas once said "If I could do something different, I wish we would have immediately done a MCM - two dual cores and call it a quad-core," (see
The Register: AMD praying 'Barcelona' makes up for four-core mistake)
Have you wondered why AMD's fastest dual cores (like the 3.2GHz X2 6400+) are still on 90nm, and the highest clocked 65nm dual core is 2.6Ghz only? AMD hasn't hit the 65nm sweetspot yet and still have a long long way to go.
So far we have only seen 2GHz, even the announced release is 2GHz. And the 2.5GHz Anandtech had seems to be overclocked. So the 3.2GHz figure still looks a long way far off. 2.5Ghz to 2.6GHz looks more likely, IF they can reach "maturity" like their dual cores. That's a big "IF"...
Intel's 65nm matured very quickly, as did Intel's 45nm (as seen from the 3.33GHz Penryn showing at Beijing IDF).
IMHO I think AMD should abandon SOI, just look at all the delays and "technical glitches" (as quoted by Hector Ruiz
recently). Intel once warned AMD about going 65nm on SOI (e.g. "floating body effects"), and if I'm not mistaken AMD's "65nm" isn't exactly ideal shrink.
So far we have not seen any working 45nm prototypes from either AMD or IBM, just announcements, PR statements and wafer fashion show. Sorry for being harsh, I am a "show me the beef" guy.

I hate quoting and unquoting so I'll reply in whole lol.
Mario was referencing to the delay of Barcey more than the currently disproportionate performance ad/cost disadvantages. Dual Kuma would be a good proposition, but that would just make them play the manufacturing game once more- and lose. And servers won't like it (Everyone hated 4X4 v1, face it

)
So far we've seen B0 at 1.6, B1 at 1.9,2.0 and 2.5 (a clock it's not supposed to run at), B2 maxes out at 3.2 and 3.4 for quad/duals respectively (cherry picked you may argue, but this is the first production stepping, want to compare- compare it to the first X2s. The 3.33Ghz Yorkfield by all means might be too.)
AMD did NOT tape out Brisbane >2.6 (though OCs to 3+Ghz was quite feasible) because it's useless then- Intel counters with higher clocks/price drop, your ASPs dive, your next chip is held on an even higher clock bar to compete with. They went for IPC first, and IMO the only feasible solution.
45 is solely a roadmap thing- they should have taped it out by Q4 if it were to happen. AMD might go SiGe on K10 (10.5 too) and for Bulldozer, revert back to CMOS- since "ATI" chips are still using that, Fusion might be easier to do.