Good!? Istanbul already uses more silicon than a Nehalem (346mm˛ vs 263mm˛) for slightly worse performance. Thuban is basically just a desktop version of Istanbul, so if this is true then it means that the only chip AMD have for the next two years is slightly less profitable and slightly lower performing than what Intel has now.
If they don't have Bulldozer ready within a year then they will inevitably have to cut prices to compete against the even smaller, cheaper and faster Westmere/Nehalem-C and I'm not certain they will be able to turn a profit.
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