| So still solidly entrenched in the second era of Netburst. So Intel is chasing AMD...But AMD is actually chasing Apple now. So Intel has two frogs to jump this time. AMD has a real opportunity at long term strategic victory in computing. If they can be the leader in a mass shift of the Windows/PC ecosystem in an ISA change to ARM then Intel might be toast. Let's say AMD gets a near-M1 chip out quickly with the same gee-whiz battery life out 18 months before Intel, and can produce them at a cost the Intel's business people sniff at because they are so fat on margins, even now. And servers and laptops swarm the market such that it becomes an inevitability that mainstream PC/Servers will go ARM as the dominant ISA. Intel will be in deep trouble. It also would be an opportunity for Apple to dominate the PC market with OSX by making a more general-hardware OS, but they won't do that. And of course it is YET ANOTHER opportunity by desktop Linux to gain a foothold, but at this point it's more likely that Android or an evolved Windows-that-is-99% linux becomes that. |