AMD’s advantages over Intel not imaginary
A reader recently shot me a note saying that after studying some of my work related to Advanced Micro Devices, he has spotted a pattern: I always side with the underdog. This reader crystallised the prevalent viewpoint, one expressed by most of my colleagues, that AMD has achieved its market success by dumb luck, with the “dumb” supplied by Intel. The theory is that Intel discovered too late that NetBurst was, well, everything I’ve always said it is, and hubris born of market domination left Intel without a Plan B.