wbmw,
I don't see Intel stumbling; rather, they have made a conscious decision to reach performance points through micro-architecture in the upcoming generation, while leaving the integrated memory controller for when FBD ramps up to reasonable price points and is able to take the place of direct connect DDR-n.
Those prices may prove reasonable for the server market, but I doubt there will be an option for desktop and mobile anytime soon.
If I were an AMD investor, I'd be worried about Intel beating AMD in performance prior to integrating the memory controller.
Lack of integrated memory controller makes it more difficult, which is one of the reason AMD investors have been happy campers lately.
Joe
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