>They might be 30% slower in virtualization and should be about 5-7% slower in real world usage.

Virtualization IS real-world-usage. This is going to damage Intel where it will hurt the most, the datacenter (which is largely virtualized using VMware, or Hyper-V). The Xeon CPU's have some of the best profit margins for Intel. If they erode away to Epyc (which is finally becoming available) this could be pretty good for AMD's, espically since AMD has said the the past few years there strategy is to go after the datacenter market.