funny part is that although intel might get its marketshare back temporarily, it will lose alot of money doing it. conroe is not going to be out in large enough numbers to offset the huge losses intel will suffer on its pentium ds. intel already had to lower the prices significantly compared to amd's now overpriced processors. comparatively though, x2s will probably fill a niche between the conroes and the pentium ds in terms of price, so amd will lose less money than intel in the dual core price war.
now, people are going to say, well conroe will cost only 2xx for the 6300. well yeah, who the hell says that youre gonna get one though? for one, 2xxx is per 1000 units, two there is going to be a huge markup on conroes no matter how low intel prices them. three, dell/hp/compaq/emachines/gateway/boutiques will all get first dibbs. so what does that mean for us? no conroes... conroes will only account for 25% of intel's shipments by the end of 06, so the real competition will still be between pentium d and x2, i would love to be wrong though...