Agreed -- it really seems to be a long term bet. They see the growth of hosted apps and cloud environments and I am sure that is making up a large margin of the

Agreed -- it really seems to be a long term bet. They see the growth of hosted apps and cloud environments and I am sure that is making up a large margin of their sales (and have been for years). I think they are banking on dominating the multi-tenant server market with these designs and if consumer PCs follow suite with some convoluted virtualization mechanism in the years to come, that might leave them sitting pretty with a lot of disparate, fast cores ready to execute the work thrown at them. If not, and quad-core is all we ever really utilize, then Intel is going to dominate that arena as they have for the last decade.