I must agree. I think Prescott is enough to keep A64 at bay. It should run 32-bit code excellently. Come on, it has a full meg of cache, completely redesigned core, extra instructions (SSE3 or something), improved HT functionality, and good chipsets that support it (right NOW). Plus, if it is indeed 90nm tech, then it can easily go up to 4Ghz and beyond. And that's really not something the A64 can compete with. My thoughts here.
You see, Skligmund, this is what you were forgetting to care. Some roadmaps show that, by 2004, we'll be seeing the grantsdale chipset, which tops out at a DC DDR-II 533 and 1066Mhz FSB, depending on availability of DDR-II and competition from AMD. Even when grantsdale isn't around, a ~3.4 or 3.6Ghz Prescott isn't a sloppy contender! And AMD hasn't got this kind of roadmap for 2004 either.
Now picture this: AMD having troubles with wide support for x86-64 code, without which its new A64 is just a "glorified and overpriced XP" (thanks for that quote, slvr_phoenix), and that probably will be the case for the rest of 2003, with 2004 looking a bit better. Intel is then ready to go 1066Mhz and DDR-II 533 by next year, if needed. Plus, Prescott can scale up to 4+ Ghz. And I'm ignoring the possibility that Yamhill (secret 64-bit instructions in Prescott, as a last resort) is actually a true rumor. Are you still so sure that A64 can kick the new Prescott P4's *ss, for the better part of 2003 and 2004? I wouldn't be. What do you guys think?
Maybe I'm downplaying AMD's moves here, but that's just how I see things.