I'm not too worried about AMD as long as Lisa Su is in charge. They know how to make high performance CPUs and they probably didn't finish their K12 only becaus

I'm not too worried about AMD as long as Lisa Su is in charge. They know how to make high performance CPUs and they probably didn't finish their K12 only because x86 seemed more profitable for the time being. I don't see Su missing an important trend when the time comes - when there is sufficient demand for ARM, pioneered by others, and the company has gained enough x86 marketshare (an ongoing, slow process) to be able to afford more parallel R&D.