The K8 has an IMC-- Conroe and Woodcrest don't. And for Woodcrest, AMD can always deploy QC. And of course, Intel will have nothing competitive beyond 2 sockets.
Yeah I know all that. And Conroe clock for clock without IMC will likely perform better than A64. If Conroe comes out at 3Ghz, AMD probably won't be competitive in that space. AMD should sustain a lead in the 4 core and up space, but that won't be enough to sustain the stock. If AMD loses the performance lead badly in desktop and mobile, don't you think that is going to hurt the stock?
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