If someone came up with a 64-bit desktop application, then...

If someone came up with a 64-bit desktop application, then AMD would have an advantage. As soon as the application base on PCs demands more than 4GB to run any particular application, that's when you will start to see pressure on the desktop for 64-bit processors. But the average use for a Windows 98 configuration is just south of 128MB, so we still have several years, as that demand tends to crawl forward at around 50 to 100 percent a year.