Klaus,
SPEC runs in a modest memory footprint, beyond which, further additions of RAM will not improve performance. So what matters is memory speed (latency, bandwidth), and processor cache to minimize memory accesses.
Ont transaction processing benchmarks, memory size certainly matters, as the databases are in 100s of GB. Memory speed also matters. So these benchmarks should definitely see a boost. I hope someone makes new submissions for Opteron and faster memory.
Joe