Bryant is a fine example of an executive with little outside prospective and working in a monopollistic company will skew's ones prospective. x86 is king now but the ARMy is at the gate. The play that x86 did to IBM, DEC, Burroughs, Sperry, Wang, HP, SUN, Cray, Fujitsu, and others will be replayed. You only have to step outside of Intel arrogance to see it, very hard from inside as you keep drinking the Koolaid. You think anyone who leads the most profitable business can say anything but what she says.
You think Google, FB, AWS, Azure, and every other cloud hosting isn't looking at the huge cost in hardware and cooling and questioning what cheaper solutions are out there. At somepoint the cost of an ARMy is going to be so good at 10 and 7nm that the will end the gravy train.
BTW who is ahead isn't as important as that what PPAC you get moving from generation to generation. Intel may be ahead but the move from 22nm to 14nm didn't get them any revenue growth, nor profit growth so who cares if they lead, they didn't grow the market! DID YOU GET THAT, leadership didn't GROW THE MARKET!
Now look at what Samsung and TSMC did going from 28nm to 16nm/14nm what happened to their unit growth and profits, what did Nvidai get moving to TSMC 14nm, what did AMD get from GF. They got huge improvement and profits and growth. Now look at China who for the most part are all on
even older nodes. They will go to 28 and 16/14 and 10nm, yeah they are behind Intel but they will grow the business and eat intel's lunch.
The saddest fact for BK and the Intel management team is they totally failed to capture any value, business beyond x86/server. They failed to translate their leadership in process to anything in the biggest boom, mobile, matter of fact they lost billions.
Now the mobile has given Samsung and TSMC the volume and R&D and factory scale to catch up. Due to Intel execution failure, INTEL lost.