There is one important additional fact one ought to keep in mind when reading something like this:
Intel derives much of its competitive advantage from its ability to manufacture.
This means that a lot of Intel's advantage will only express itself when the market grows really large. There have been a number of times when other companies beat Intel to a new technology (introducing, say, the 64 Bit chip several months ahead), but when the market took off and the cycle began, only Intel was able to deliver in sufficient quantity.
I don't know what the total market for a particular chip is likely to be, or how fast it will get there.
Intel derives much of its competitive advantage from its ability to manufacture.
This means that a lot of Intel's advantage will only express itself when the market grows really large. There have been a number of times when other companies beat Intel to a new technology (introducing, say, the 64 Bit chip several months ahead), but when the market took off and the cycle began, only Intel was able to deliver in sufficient quantity.
I don't know what the total market for a particular chip is likely to be, or how fast it will get there.