honold, nice change of subject. Who said anything about cost or performance. My posts were in relation to your assertion that the Athlon64/Opteron on-die memory controller was the most criticised aspect of the CPU.
The only performance claim I made was that Opteron (and it looks like Socket 940 Athlon 64's) will have dual memory channels and support DDR 400 (likely, though not a given). This will negate Intel's 800MHz FSB - ie put both platforms on an equal footing (for a while).
Cost - AMD's ASP's are low. With their 64-bit CPU's they will try to raise their ASP so they will not doubt initially price them as high or slightly higher than equivalent Intel CPU's. If that doesn't work, expect AMD to go back to the practice of selling cheap CPU's - there is no other place for them to go.
The only differentiator then will be performance - and as they are both taking wildly different tracks, it will be a horses for course deal.
Reference material:
Opteron workstation perf: ie with AGP slot
http://www.amdzone.com/articleview.cfm?articleid=1304
caveats: pre-release board, beta drivers, Registered ECC memory. 32-bit app.
What you can expect: A64 will have a faster memory subsytem (unbuffered, no ECC). A revision or two in the chipset. chipset registers tuned for performance rather than stability. Higher clockspeeds.
server performance - PCI video
http://www.anandtech.com/cpu/showdoc.html?i=1818
Trying to gauge performance from a server board. Caveats above apply in spades.
Memory
http://www.lostcircuits.com/memory/ddrii/
fact and fiction behind DDR-II - it may actually be slower than DDR-1 at equivalent speeds
Frequent to RealWorldtech forums as well. Mostly EE types frequent them and their have been some lively discussions about the merits of various memory subsystems.
Various whitepapers from ISSC and MPR on Intel and AMD architecture.
Also note that the processor cache is designed to
stop the processor from going to memory - and in fact most caches are so good that 92~95% of all memory requests are satisfied by L1 or L2 cache.
The notable exception is large streaming media - and this is what Intel have taken aim at. You can find some good information cache hits and programs on the University of Washington site.
Applying a bit of thought.