Without serious reform to the design of the Intel X86 chip to eliminate and refactor what basically amounts to a performance-before-safety feature, Intel is going to see the lions share of performance hits. Eventually people will tire of writing backflip code to sidestep pitfalls in the Intel HT design and simply return the responsibility to Intel, where its existed since day one.
It could be argued Intels mouthpiece has already lost its ability to convince major datacenter and cloud customers that HT is even remotely safe as a continued investment. Intel needs a new X86.