First read this:
Intel announces major 2006/2007 roadmap changes: "At any rate, if this widely linked shootout is to be believed then Opteron does indeed wallop the new Xeons in terms of raw performance, and if one factors in performance/watt then it's absolute carnage."
The read this:
IT energy crisis reaching critical mass: "The old ways of throwing equipment at IT problems -- more air conditioning units, servers, UPS units -- is going to have to be revisited. And IT pros are going to be asked to find more efficient ways to increase reliability and computing capacity."
Interesting eh? Not exactly a good time for Intel's plans to fall apart. It would really be fascinating to see some analysis about Intel's performance over the last couple of years.