Nah, AMD lost everything but HPC. Fortunately for AMD it was far more successful with Opteron in HPC than any other x86 server segment so Barcelona's short comings will mainly prevent expansion outside its existing HPC customer base rather than accelerate its erosion.
The real problem for AMD is when it tries to migrate its K10 design to the client space. A shortage of shippable GHz will be very painful there.
IBM posts LS-DYNA benchmark results for quad-core x3455 server September 10, 2007 ... IBM® today announced results for the IBM System x™ 3455 running the LS-DYNA benchmark with the 3cars (3 vehicle collision) workload. The x3455 server achieved an elapsed time of 31,526 seconds, which is better than the 32,578 seconds of elapsed time achieved by a single-node 8-core blade system using the Quad-Core Intel® Xeon® X5355 processor at 2.66GHz. (1) Improved LS-DYNA performance can result in quicker simulations by industry users, which in turn can result in delivery of better and safer products to the marketplace in less time.
These are the first LS-DYNA benchmark results published for the x3455 using the AMD Opteron™ Model 2347 quad-core processor. For this benchmark, the single-node x3455 system was configured with the AMD Opteron Model 2347 quad-core processor (1.9GHz, 512KB L2 cache per core) and eight 2GB PC2-5300 ECC DDR2 memory. (2)