"Add to that the fact that, with its Pentium 4/2200, arch enemy Intel is not exactly an overwhelming enemy, and so AMD isn't feeling much pressure to beef up performance. "
Interesting quote from Tom's Hardware.
The Athlon XP 2100+ was outperformed by the P4/2200 only when it came to 'office performance'. In some disciplines not based on optimized software, the Athlon XP 2100+ even reached the level of a Pentium 4 at 2.4 GHz, which will not be introduced until early April. Don't forget that only using a Rambus platform will enable the Intel Pentium 4 to perform to the max.
This stands in stark contrast to Intel officially turning its back on serial memory technology and its embracing of DDR SDRAM. The monopoly has clearly been influenced by the market in this aspect. AMD paints a different picture, though. The Athlon XP works better with DDR RAM and can reach considerably higher clock speeds after the die shrink - at least in theory.
Sounds like Tom is starting to sing a different tune?