Conclusion: Intel has just changed the rules again, has set a new industry architecture, will continue to retain its 90% market share in the high-end, and AMD is once again, after a valiant fight where it gained some short-term momentum and hope (yet again) for AMD shareholders, is stuck, again, mimicking Intel and stuck in the lower margined discount aisle for processors.
Great post, Tinker. A generational upgrade, so to speak, that is significant enough to change the architecture. In theory, the gorilla could have the power to do this over and over again and string the monkey along.
None of us really know what the exact implications of the economic slow down will be. However, an architecture change, combined with a new OS upgrade cycle - both from companies that certainly have a 'cash rich' horde of $$$- might benefit somewhat from the 'flight to safety' type of investment that we see in uncertain times. In addition, Intel announced that their R&D budget would be going 'up' to $6.5 Billion from the $6 Billion range.
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