http://www.digitimes.com/bits_chips/a20050125A7033.html So intel will be rightously pwned , though the boards don't support DDR II yet which may hamper performance as dual DDR 1 can't provide enough bandwidth to fill the 1GHZ HT bus used unless overclocked .
AMD die size for the 90 nmWinchester core : 84mm2
Intel die size for 90nm prescott core : 144mm2
Dual core AMD : 168mm2
( still affordable, not much bigger than first 130nm A64s )
Dual core intel : 288mm2
( very expensive , even with use of 300cm2 wafers at intel vs 200cm2 at AMD )
AMD wins as it will save a bundle on producing the chip , cooling it, and still selling it at the same price intel will , even the new Prescott modification will be followed by an A64 core with SSE3 and a few tweaks , there is no hope for intel unless they magically fix their heat and performance issues.
We should hopefully see AMD price drops too , AMD should see similar chip yields to the old Tbred athlon Xps and the currant Semprons , meaning they can afford to sell them at similar prices ... hopefully they will sooner or later .