Well I wouldn't have said it otherwise :-). That strategy as you have outlined is not essential imo for AMD to prosper. It's more important that it can live with Intel, the market leader, when it decides what prices it wants for its speeds at any moment in time. 130nm K8 has now allowed it this capability in a way K7 did not against Northwood, even against 90nm Prescott. The 64bit part is merely the icing on the cake and is not exclusive to AMD anymore anyway.
Intel will not be able to put any real pressure on AMD again until 65nm 2Mb Prescott tips up in late 2005/early 2006 so I see both of them making healthy profits until then. AMD's 90nm K8 is only important in the short term when K8's asp approaches $100 and in the long term in how it compares against 65nm Prescott and both occurences are far off in time.
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