Why in the world do people keep thinking that the Tualatin will have any less cache than the Coppermine? It'll have the same cache, if not more. That's pretty guaranteed.
As for the Tualatin having SSE2, that's likely to be bogus. If I were an Intel exec planning out my company's future, I would do the following:
Release the Tualatin as a DIE SHRINK ONLY. Let the Tualatin core go up to however many GHz it can. Don't put SSE2 into the Tualatin.
Release the Northwood with the improved FPU and more L1 cache, and with an improved branch prediction when running unoptimized code. And continue SSE2 support in the Northwood. Also, put that ability for the Northwood to act as a dual-processor system all by itself in, as well as give the Northwood multiple-processor support.
What will this simple but effective plan do?
The Tualatin, not having SSE2, nor an extra-large cache, nor support for high memory bandwidth (same flaws as in P3 and Athlon) will replace the P3 and Celeron as Intel's low- budget champ. It's speeds will probably get somewhere around 2GHz. Even at 1.5GHz though, it'd be a success as a budget chip if the prices are low enough. And without SSE2 support and with it's bandwidth limitations, it will never be able to compete against the Northwood for performance.
Meanwhile the Northwood with it's superior memory bandwidth capabilities and SSE2 support, as well as it's much improved scalability, will be able to have higher GHz ratings and well out-perform the Tualatin. On a clock-for-clock comparison, the Northwood MIGHT (and I strongly stress the unlikeliness of that might) not perform as well as a Tualatin. But no one will care because the Northwood's GHz will be so much higher that the best Northwood will far exceed the performance of the best Tualatin.
Then, if the Itanium doesn't go over well, just make a 64bit version of the Northwood.
As for the debate over the Itanium vs. the SledgeHammer, so far it's ALL theoretical because emulator performance DOESN'T count worth a darn and REAL benchmarks haven't been released for either chip ... as far as I know. (If I'm wrong, please put the links to benchmarks of NON-EMULATED results here.) So we can't judge EITHER of the 64bit chips until they're actually released to the general public.
-Despite all my <font color=red>rage</font color=red>, I'm still just a <font color=orange>rat</font color=orange> in a <font color=white>cage</font color=white>.