Advanced Micro Devices Inc (AMD)

[chipguy]

A64 represents some sort of inflection point and that Intel is very likely to be damaged severly in just the next few months to a year."

That's it exactly. The debatable question is how much Intel will be damaged and how effectively they can/will come back.

The current situation is reminiscent of the early days of
Willamette vs Athlon. The main difference is back than
AMD had a big cost advantage because Athlon was a
bulk CMOS chip a little over half the size of Willamette.
Now it once more enjoys a modest performance advan-
tage over Intel on the desktop but with a significant cost
disadvantage. AMD didn't "damage" Intel materially in
2002 and will have a much smaller effect this time.