As far as product goes I think HT combined with dual processors will give AMD enough of an edge in the server area that INTC will continue to have a hard time competing. I fully expect AMD to be first with duals, probably a 6 month lead.
As far as notebooks goes we'll have to see what 90nm brings, but given the remarks earlier in the year about having a slew of laptops by year end I'm hopeful.
Desktops should benefit from 90nm in the same way notebooks will. If nothing else the lower energy requirements will give AMD room to push the Ghz.
Is it possible that AMD might put 90 nm in the new facility as opposed to really worrying about 65 nm which could be two years away...I would think doubling capacity and putting out tons of product could be significantly more important...a very strong toehold I would say...;>)
News 
Market Data 
Discover 
AI
