>My biggest question is... what percentage of the market is really buying the latest generation of processors upon release?
That really isn't relevant. Most consumers buy a new computer when their old one breaks or becomes unbearably slow. Most corporate buyers have a consistent 3-5 year procurement cycle. AMD don't need everyone to rush out and buy new computers, nor do they particularly want it - huge spikes in sales are detrimental to the supply chain, as we saw with the GPU mining fad.
AMD want and need to consistently beat Intel on value over a protracted period, so that whenever a customer does choose to upgrade their computer they choose an AMD processor. At the moment, they're looking good in terms of both architecture and fabrication; the main problem AMD is likely to face is with partner relationships, because of Intel's historical dominance and use of anti-competitive practices.
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>My biggest question is... what percentage of the market is really buying the latest generation of processors upon release?
That really isn't relevant. Most consumers buy a new computer when their old one breaks or becomes unbearably slow. Most corporate buyers have a consistent 3-5 year procurement cycle. AMD don't need everyone to rush out and buy new computers, nor do they particularly want it - huge spikes in sales are detrimental to the supply chain, as we saw with the GPU mining fad.
AMD want and need to consistently beat Intel on value over a protracted period, so that whenever a customer does choose to upgrade their computer they choose an AMD processor. At the moment, they're looking good in terms of both architecture and fabrication; the main problem AMD is likely to face is with partner relationships, because of Intel's historical dominance and use of anti-competitive practices.