For those who are interested, I've just updated the Zeev's Ideas Board.
I think it is worth pointing out that Zeev's Post #32004 (on the Zeev, No Politics Board) which discusses AMD's viability was written on October 3rd and a related analysis was printed in The Trader column in Barron's for October 7th. We at iHub are very fortunate to have the quality information that Zeev provides us.