So you completely ignore the actual architecture differences, apply your own logic and say everyone else is wrong...... , there is a clear difference is data flow between intels HT design and AMD CMT design.
based on your logic i now declare that the Indian ocean and the Mississippi river are the exact same thing, after all they both contain H20. lets just ignore the amount, the temp, the salinity, the acidity etc.
can both HT threads get scheduled/executed at the same time 100% of the time, no. can the CMT threads get scheduled/executed at the same time 100% of the time, yes. Does each HT thread get its own 128bit FP MUL and add, no, does each CMT thead get its own 128bit FP MUL and add, yes.
Then lets look at core die size, a SB core + 2mb L3 cache is almost the exact same size as a bulldozer module with 2mb of L2 cache. Now you are basically saying that intel needs 2 times the amount of die space to compete, ie two of AMDs thread take the same amount of space as two of intels threads.
AMD's design is about converging the front end to increace efficenty, Intels design is about single threaded thoughput and then having a mechanisum there to increase overall processor thoughput because otherwise there much wider core doesn't get very good utilisation. So in the end, Intels backend is bigger and AMD front end is bigger, they both come out around the same size.
( based on SOC the L3 cache will make a module bigger then a SB core + cache).
Your comparison is nothing close to an apples to apples comparison. Even if bulldozer can't get the performance crown its just made every non HT intel CPU look alot worse in a performance per mm perspective.