Any app that forks more than 2 threads is in Intel's advantage since threads are inherently dependent on other threads and its parent process. While one thread has to wait on the other thread, the CPU basically just schedules the second thread and it goes back and forth with little difference in the results. Once you start talking 4 threads or more, that's when Intel is going to spank AMD, because not only do they have dual proc cores, some even have hyper threading. So we're not only talking simultaenous threads, but simultaneous processes forking off threads. We're talking about Intel being 4 times the theoretical processing on apps that fork more than two threads.
If Intel gets that marketshare with their pricing strategy, game developers will have little choice but to write for it and unless AMD has something up their sleeves, they'll get spanked because not only will Intel have the speed advantage, but the IPC advantage as well. The only thing that sucks about the Intel deal is that if you just bought a new P4, you'll have to buy a new board to use the new dualies. For those of us who just bought NF4 939's, it's comforting to know that it would be more economical to go with the AMD solution since all we have to do is download the latest BIOS for our chipset.