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I'm well aware of the situation, and no, 2018 was not the beginning of the problems. > allowing Intel to use current state-of-the-art fab processes from whiche

I'm well aware of the situation, and no, 2018 was not the beginning of the problems. > allowing Intel to use current state-of-the-art fab processes from whichever company at the time happens to be the best is a sure winner That's the type of one-move-ahead thinking I expect investors will love right up until AMD and Intel give up all their margins bidding against each other for the kingmaking process. Intel would still be behind 50% of the time, when they lose the bidding war, with the difference being that the 50% of the time they are ahead they don't get to keep the margins.

Alupis 6y ago
I'm curious what you feel Intel should do then? Intel's deep pockets have got to be starting to feel lighter at this point - and they're looking at many more years of sinking money into a black hole before being able to produce useful things. (during which time AMD will be leapfrogging to newer fab processes as they become available) We're already starting to see OEM's use AMD cpu's like we haven't in nearly 2 decades. The server and datacenter markets are coming around to AMD and it's Threadrippers as well. Eventually Intel's sweetheart OEM deals will expire, and who knows if they'll be renegotiated or ditched completely? That will be exceptionally painful for Intel... as those OEM deals are largely what Intel has been coasting on for all this time. I just don't see an option for Intel, unless they want to gamble their competitiveness possibly permanently. They're not quite in dire straights like AMD was when it spun off Global Foundries... but the outlook is much the same. > That's the type of one-move-ahead thinking I expect investors will love right up until AMD and Intel give up all their margins bidding against each other for the kingmaking process. Seems like a major win for consumers. There's no reason to have a $10,000 consumer CPU today, with the exception of lack of competition in both price and performance.

Alupis 6y ago

I'm curious what you feel Intel should do then? Intel's deep pockets have got to be starting to feel lighter at this point - and they're looking at many more years of sinking money into a black hole before being able to produce useful things. (during which time AMD will be leapfrogging to newer fab processes as they become available) We're already starting to see OEM's use AMD cpu's like we haven't in nearly 2 decades. The server and datacenter markets are coming around to AMD and it's Threadrippers as well. Eventually Intel's sweetheart OEM deals will expire, and who knows if they'll be renegotiated or ditched completely? That will be exceptionally painful for Intel... as those OEM deals are largely what Intel has been coasting on for all this time. I just don't see an option for Intel, unless they want to gamble their competitiveness possibly permanently. They're not quite in dire straights like AMD was when it spun off Global Foundries... but the outlook is much the same. > That's the type of one-move-ahead thinking I expect investors will love right up until AMD and Intel give up all their margins bidding against each other for the kingmaking process. Seems like a major win for consumers. There's no reason to have a $10,000 consumer CPU today, with the exception of lack of competition in both price and performance.