I understand your desire to go by "official" shareholder comments. But, I don't really label my talks with them as off the cuff either. Dirk is basically the man over at AMD. He's the guy that ran the US product launch and is basically responsible for all of it.
And he said "we have had working 90nm models in our hands for over 6* months now." *it might have been 9 months. Let me see if I can get a copy of the video tape and find it.
That being said, the push for 90nm isn't always the best business sense. They have alot invested in Fab30 and need to get the ROI on it. 90nm is a better chip but won't refill to coffers.
The shareholder statement maybe have been about shipping parts and not about things in the lab / design room.
I don't have links about the later opterons. It was in a conversation with Rich Heye (from AMD) and Mark DeFrey about the unlocked nature of the chips and they future plans and all that crap. It was over the course of 5 or 6 talks so I'm sorry if its a bit wiggly. I'll email one of them today and see if I can get a quote/link for you that way.
and, fyi, most of my talks w/ these guys were formal on-camera interviews as part of the area-64 prize package. You can see some pieces of them on the area-64 website, like when I asked Dirk Meyer about the rebadged barton chips. It may not have been a new york times class interview but I doubt he was just making it up.
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