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According to IIRC Lisa Su from AMD, they always plan with the assumption that Intel executes well. When Intel then doesn't do that, you get the current situation.



You win by being your own best competitor, pushing the real competition to 3rd place.


And more specifically you lose by not doing that, which is exactly what is happening to Intel and why they have such a hard time responding : by killing amd for a while but not being their own competitor, well, they forgot how to compete. Same thing that doomed the atom line and low power cpu (and why windows on arm is a thing).




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