AMD has rethought its roadmap and, given its limited resources and near-death experience with Barcelona, it's scrubbing Montreal, the eight-core chip that was supposed to follow Shanghai, the chip after Barcelona, and substituting a six-core part code named Istanbul to be followed by a 12-core part called Magny-Cours. Speculation has also been rife this week that AMD would finally tease out its so-called asset-lite manufacturing plans, some kind of cost-saving outsourcing scheme, at its shareholders meeting Thursday, chatter that has flamed into speculation that it will break in two - a manufacturing business and a chip design and development operation.