1.6 Ghz. AGP problem will not go away with 2 Ghz cpu, I suspect that's a real problem so far. At the server blade market, 4-way workstation market and 64-way rack farm market 1.6 Ghz is good enough. Enough to be faster than Itanium.
try this viewpoint as well: What would you display here, if you you cannot make money with it for another half year, but are dependent on Barton-sales?
Or how about this one? You have put some stock-options-deal on the agenda for your shareholders-meeting (May 1) giving you and your own a really good opportunity to ride the wave from bottom to top. When would you start to care for the seachange? ;)