When you are reading this blog, you are reading the future
You have read this analysis before.
Now, read this report.
A lot of people are saying AMD's K10 chips are clocked too low. But, clockspeed is not AMD's problem. AMD's problem is capacity. Once AMD has the capacity, Intel will simply BK. Laying off people is not enough for Intel to survive. Intel's primitive copy-exact methodology of manufacturing is the rope that will hang itself.
Intel BK is set for 1Q09.