Yes, they have been quite smart and well aware as of lately. That's a lot of "sight" from their management, if you ask me. The competition versus Intel would be formidable, if they found a workaround for the x86 licence and, possibly, bought AMD. But the situation is looking dramatic for the chipmakers. AMD results propably won't be that pretty. On the other news also, AIBs have cancelled the orders for something like 1.2 millions of Nvidia GPUs because of high stock and market situation.