I thought this business has technology cycles. It's just that AMD has missed a few and now Intel is at the mid-stage of it's current architecture. Wouldn't they be naturally back on top in a few years while AMD retools a new architecture family? I don't get the "intel is done for" reasoning. Cutting pricing on a product-line that is in mid to late life-cycle is expected in most other businesses including technology.
There are other arguments wrt Intel not being fabless that I get but those are not the same thing.
There are other arguments wrt Intel not being fabless that I get but those are not the same thing.