maj,
<< Hammer is just so much better than any pentium 4 could ever be without major changes to the p4 architecture. I heard hammer will use a 800mhz to 1200mhz hypertransport FSB! WHOA! 533mhz fsb doesnt seem so great anymore. >>
Well, remember that the P4 scales [in MHz] much better than the Athlon and Clawhammer, for the reasons I listed above. If you think the differences in clock speed between the Athlon and P4 are high now, you ain't seen nothing yet, because the MHz differences will only get larger as both companies move to newer and better processes.
Certainly, Clawhammer would lay utter waste to the P4 at comparable clock speeds...but they won't be running anywhere near the same clock. AMD will debut the Clawhammer at just over 2.0GHz (3400+), and it will still outperform the 3.0GHz P4 that Intel will release at about the same time. However, by the time Intel and AMD move on to .09, Intel will be able to match, or nearly match the Clawhammer's performance with massive clock advantages (i.e. 2.66GHz Clawhammer = 4400MHz P4; at same time on market). AMD should have a performance advantage over the P4 until mid 2003, when Intel makes the move to .09 (aaarg typos!))...Intel should then be able to clock the P4 high enough to compete with the Clawhammer or at least get close. Of course, the next P4 (mid 2003) will also make other performance improvements as well.
Ultimately, in two years, I expect we'll be about where we were several months ago....both companies offering comparable performance, AMD doing it with great IPC, and Intel doing it with high frequencies...with AMD delivering the best price/performance.