From here: http://www.theinquirer.net/?article=30385
It looks like AMD will have production 65nm parts availible in Q4. It also looks like the new DSL SOI process may be having a rockey start ..... but that also indicates that the DSL SOI process IS in fact being utilized for AMD's 65nm parts.
I can't locate the link, but there was an article showing AMD/IBM claims of ~40% improvement with the new DSL SOI process. I guess we will see in a couple of quarters just how good it is
So AMD won't have such a long delay between Conroe and its 65nm parts after all. The addition of DDR2 800 is good for 3-5% reportedly, and larger L2 cache should be worth another 5%.
So can AMD raise their clock speed by 10% beyond that to even the odds with Conroe?