I feel bad name or not, AMD is not a big threat to them. Sure Intel will lose market share, but will surely not cause a big dent to their earnings. This is similar to the AMD 64 days.
To be honest, the number of people who are not tech savvy far outweighs people like you and me that knows what is happening in the tech space. These folks will just go for the brand that they heard of the most, which is Intel.
The current situation AMD is in term of CPU technology vs Intel is no longer the same as Athlon 64. Infinity fabric is a shocking breakthrough that cause Intel to have no chance to retaliate.
In one year, we see CPU count gone from 16 to 32. That is absolute monster jump, which mean next year we will see it going to 64 or 48, and 128 or 96 soon after.
They are progressing even faster than MOORE LAWS. This is beyond crazy if you ask me. Now if AMD have 128 cores and Intel still struggling with 32 cores on their mesh gigantic monolithic die on 2020+. They will lose everything.
Even a tech rookie will know 128 cores is better than 32 cores. lol, and what is worst they will be price similar lols. I haven mentioned about possible IPC gains, clock speed from TSMC new nodes & memory optimisation for DDR5 etc. Their potential is really unimaginable.
Zen 2 having just +10% IPC, +15% clock speed and 50% more cores next year is enough to smack Intel to oblivion.
Can you imagine all supercomputers after Oak Ridge summit will be using Zen ++ cpus.