Very interesting, though it seems to me like they don't really know much about the tech sector. It's also suggested that 45nm from Intel won't be available until 2008. I question many of these assumptions, since I haven't heard much evidence to support these claims.

One interesting tidbit that I hadn't heard yet was that AMD supposedly has a better VT architecture than Intel's. Supposedly it uses less overhead. Assuming it's true, I wonder why?