In 2011 AMDs Roadmap looks pretty good as with the "real" Fusion they might really get ahead of Intel, even if they probably still are half or 1 year behind in manufacturing. But now their CPUs don't have the problem of being too slow but that they just consume too much energy. AMDs mobil CPUs are faster than Intel ULV and thus fast enough for most people but they just don't offer comparable batterylife. That is why they are still doing okay on the desktop side but are pretty miserable on the mobile side.
I don't know why you think I am so "staunchly" defending Intel. I got a Desktop with AMD CPU and a long time they offered the better CPUs, which is why they gained a lot of market share in the server business where well informed people made buying decisions.
But in the mobile Roadmap right now they simply can't compete on anything but the price and thus there is no point discussing AMD for high end notebooks. This might change in the future, but now their Chipsets consume more and their CPUs. A better onboard GPU can't turn everything around.
Apple is trying to create their own market and then defending it against all competition. iTunes has a huge market share in online sales and they don't even let any other Mp3 player in than ipod. I could write 3 pages about why Apple has an extremely money focused business model, but to cut it short. Jobs is definitely a good business man but he is too much of a business man to be likable.
Apple is just a terrible control freak which is also reflected in their software designs. You either like it or not. It is not at all like Intel, Apple is more heading in the direction of Microsoft just worse and different but with the same idea of doing anything to generate as much monopolistic power in a specific market as possible. They might stick closer to the law but the anti-competition strategy is the same.
Very interesting post, I would love to discuss this points over a beer or something since you are making a lot of sense in certain respects and I agree completely, but in others we differ, which is always the start of a nice discussion. Unfortunately a forum on the web leaves a lot to be desired for such a discussion so I am going to be brief.
I guess it's what we associate in our heads with whatever imaginary notion of good or intelligent we might have, and that is shaped a lot by temperament, and also a lot by experience. In that sense I concur that Steve is too much of a businessman to like, but I still like him, and I think the microsoft comparison is way unfair. I respect his control freak approach in product creation because there's too much tentative design in the tec world, and not enough normative design: how things should work, period. I have been very very happy with my switch to mac a few years ago, and I regret all those years I wasted on the ms platform. For a change I can get things done effectively and I use a platform which is aesthetically pleasing.
With time I have realised that this is not the product of a lot of software engineers kicking about ideas, but actually that of a lot of talented people doing the software side of things, and a few talented people, Jobs included, bringing it all together with a vision. As much as I appreciate the complexity of IT (I have a BSc in Computer Science), and the inherent difficulty with that, I am inclined from temperament to snob the actual computing part, and admire the effectiveness of the end product much more. And there apple is excellent in coming up with simple, effective and may I say visionary approaches in their solutions.
I gauge that you are suspicious when it comes to money focused approaches (I am too), but that's the way things work these days, but that doesn't mean you can't have a great product to sell in the process. You have to protect your continued growth, and that is what apple is doing, but they are not monopolising, they are building a superior platform and protecting it like hawks. They started from nothing in the mp3 market and dominated because of their intelligence, because they did come up with the most intuitive "media jukebox" as we used to call these things back in the day, they were clever enough to offer it for free while everyone was charging, and pair it with a great mp3 player and a great shop. They have continued to grow it with all sorts of intelligent things like itunesu, podcast integration, media sharing, no drm...this are simple ideas but it seems that all the other bozos working in IT missed out of their getting bogged down with detail and missing the big picture, you got to admire that. Why then shouldn't they protect that.
Why did it take ms so much to realise such a platform like itunes, because they lacked the vision, they were greedy with drm, they were greedy with ie, heck I have Gate's "visionary" book on the it world and they even envisioned the web as the msn web. And where are they now? They are associated, and rightly so, with everything backward, and vision free and people are hacking their laptops to be able to have os x....
In any case I have digressed here.
Why don't you think AMD will get the power management right as soon as they go 32nm? They still use K9, not even K10, in their mobile offerings with 45nm and they still have a decent tdp in their product. I am not so hot on cpu design so I don't know a lot of detail, but you seem to do, that's why I am asking. It seems that it's a matter of scale that they drop their thermal envelopes.