Looks like I was wrong. I have to admit to being pretty surprised by this. [[AMD64]] must be a lot better than I gave it credit for.
But what surprises me the most is [[http://www.thestreet.com/_googlen/tech/hardware/10226602.html?cm_ven=GOOGLEN&cm_cat=FREE&cm_ite=NAth|this report]] that both companies stock is up on the announcement.