"AMD does not have a 10x advantage,"
I didn't say they did. They are just established in their MS. Replacing them requires a compelling reason.
"Wherever you concocted this arbitrary number,"
Not my number, it is smooth's.
"I don't see how it should be taken as a rule of thumb, especially when there are plenty of examples in this market where a small fraction of that swing has been enough to sway customer buying decisions."
Again, take it up with smooth. I was just taking his point as a place to start. So argue with him.
And again, the customer in question is the OEM. For the consumer, an ad campaign can be a huge help, but Intel is changing their campaign to a fragmented one that targets a lot of different markets. This will take time to build, and it has the downside of not being able to leverage the "halo" from one market, say notebooks or gamers, to other markets, like desktops in general.
Market Data 
Markets 
