Re: At retail, it was because it got SKUs and shelf space
Alright, retail is a very price sensitive market, but it's also a relatively small part of the market, and AMD got traction long before K8 was a wide seller here. Of course, I am trying to make a broader claim about performance/$ being more important than price, so the niche retail market is hardly a good indicator.
Re: Despite years of kicking P4s around the block, sales didn't really go any where until those two things happened. Which, oddly enough, didn't happen until after the lawsuit was filed.
Actually, K8 started becoming fairly popular as soon as infrastructure caught up to it, with chipsets supporting PCI-Express, parts hitting lower price points, etc. Much of this happened before the lawsuit, and in fact you could take the lawsuit out of the equation and see the ramp perfectly aligned with the rate of 3rd party support, which never really materialized until K8 was in its second to third year of existence.
Re: AMD did do well with the white box and the mom and pops. But NGA isn't going to them for a while and so they have to chose between P4 and K8.
According to Reseller Mike's latest data, distributors should be getting decent volumes of Core 2 by early July. That's only a couple of weeks away.
That is just not true. AMD used to have about 55% of the retail US shelf space for notebooks. After Centrino, they dropped down to about 10%. This happened because they got beat by a superior product, not as you suggest, a mystical booga booga.