AMD strictly moderated (AMD)

[mas]

dual die Woodcrest will not be competitive.

That isn't true IMO. Sure they will share a fsb but a quad-core Opteron will have to share a memory controller too. Also it will be 8MB of cache vs 4MB which is a bigger lead then 4 vs 2 on the dual-core front. AMD may pull some of this back by virtue of the shared crossbar over four cores allowing low latency communication between the cores but I will still expect the dual dual-core Woodcrest mcm to have the better increase due to greater overall cache.