actually, AMD just began running 65nm silicon in fab 36 in dresden. Once this moves to full production, I imagine AMD will have a great deal of additional capacity. Also, IBM and Chartered are both set to start production as well. It is entirely possible that if AMD's dual cores end up being superior to Intel's (they will kick the crap out of a Pentium D, since all of netburst's advantages (hyperthreading, multitasking performance, SSE3, etc.) will be gone, but we'll have to see how they fare against Yonah), then Dell will pick AMD up when this additional capacity is opened up. The way Dell is talking, it's all or nothing for them - they don't want two suppliers. They want one supplier who gives them great deals. Basically, if AMD is in, then Intel will have to be out. Of course, I'm sure Intel would just give Dell its chips for free before it would give up like 25% of the PC marketshare to its archrival.