I don't know him but what the hell its a good article(maybe its the beatles music I am listening that blinds my judgment )
Raul Sood has been in the industry for quite sometime, an AMD fan (not fanboy, but strong supporter). It is very general and broad, has a good point but not necessarily 'spot on' as I would put it.
Complacency what he describes, and it happens. What makes me wonder about the situation today is how much of AMD's success can be attributed to the concept. Andy Grove is famous for 'Only the paranoid survive', and paranoids are often not complacent. The slow shift of performance/power balance shift really began to show up after Grove stepped down.
Now it's like Paul O. has to prove something, as if....honor?...was at stake. I mean, as was questioned in some places, Intel seemed to be cutting prices more than needed to maximize revenues. For instance, the quad price was cut, even though there was no competition for it. And because of Paul O.'s "price war" (or just bad planning), Intel's stock price has been dead in the water, even while it triumphed with the C2duo!
Curious what you think of Paul O.'s choices.
[ok...baby is asleep now, and I'm on the way, so I'll check back tomorrow....}