Robert Cryngley en su columna  hace unos interesantes comentarios sobre la estrategia de Intel y AMD ... En particular el porque MS forzará a Intel a que adopte extensiones propietarias de AMD:

"...  When Intel introduced the 486 processor, it came with a 100 percent increase in the number of instructions executed per clock cycle compared to the 386 processor that preceded it.  When the Pentium came along, it offered a 90 percent increase in instructions per clock cycle.  The Pentium Pro had a 40 percent increase in instructions per clock cycle over the Pentium.  The Pentium II and III offered only a 20 percent improvement over the Pentium Pro.  And the Pentium 4 is worst of all, rated at 10 percent FEWER instructions per clock cycle than the Pentium III.  Performance in these processors still goes up as clock speeds increase, but each increase in clock offers less of an increase in performance."

"...And Microsoft, it turns out, is extremely wary of Intel's current 64-bit product plan.  Microsoft, too, doesn't want to commit completely to 64-bits, in part because they have a lot of software to upgrade and can't get it all done soon.  So Microsoft likes a dual-mode chip.  They liked Yamhill until it died.  Microsoft likes Athlon-64 and Opteron A LOT -- enough to have worked with AMD (and only AMD) to make a 64-bit version of Windows that works in 64-bit mode only with AMD processors. "

3:03:46 PM