Advanced Micro Devices Inc (AMD)

[I_banker]

Confused, I don't think anyone thinks Intel is dying and going away, rather I think the feeling is that AMD is gaining permanent revenue share.

Intel and AMD have been at it for 20+ years. AMD was nothing more than a semi successful cloner until K7. K7 established them as a design/manufacturing player. K8 has only reinforced that.

AMD was forced by Intel's litigation into either producing unique designs or getting out of the CPU business. They chose the unique design path and as luck would have it they apparently have a more capable engineering team. K7 and K8 were designed by the same guys who made Alpha all those years ago. Intel may have a lot more design engineers, but in each generation there is only one or two folks the calibur of Cray. Fortunately for AMD Dirk happens to be one of them.