Bill, Re: "So far AMD has not yet lost the war and Intel has indeed lost far more money in the conduct of the war than AMD."
So far, Intel hasn't lost any money, and that is exactly the point, Bill. If you want to argue "potential" sales, then you should take into account economic conditions as well. AMD is certainly not entirely responsible for Intel's reductions in profits since last year, even though they are a contributing factor.
The important thing to remember is that AMD is not yet out of debt, and they are predicting losses over the next several quarters. They are also planning on a lot more fab capacity, as well as depending on more expensive fabrication processes. Not only that, but they are willing to give up their advantage of controlling their own output, and instead are depending on outsourcing.
There is no doubt about it: AMD is going further into debt. There is nothing worth rejoicing over that, and in terms of your battle vs war metaphor, the stakes in the battles that AMD is losing are higher than the stakes for Intel.
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