The reality of semiconductor tech is that most people are not paying enough attention to understand when a company is doing well and when it's doing poorly. AMD stock was trading in the single digits well after the company was firing on all cylinders. Intel has encountered major bumps in the road since the early days of 10nm, yet research analysts and technologists alike were praising Intel all over the place until recently.

I wouldn't call it a KO until Intel 7nm chips come out. At that time, we'll see if this is a comeback story or just another IBM.

> Keep in mind you're trying to pin magical properties on a brand, and meanwhile people and technologies come and go.

Sure, things change! But Intel is huge, and it's got a track record of repeatedly weathering setbacks and missteps only to come back with market dominance.

Maybe it's really going to be all about Apple and AMD while Intel plays catch-up for generations to come - I just feel like it's a bit premature to come to that conclusion.