Doesn't deny his thesis, though? K7 out-of-order was great when Intel went on their P4 "Marketecture" boondoggle, AMD64 was
great, K8 + Hypertransport plus on chip memory controllers blew Intel out of the water in pretty much every way, IA-64 couldn't compete.
But they took their eyes off the ball, bought ATI, took 4 and a half years to update their microarchtecture, and the first shipped K10h chips had a bad TLB, requiring them to stop shipping until the next stepping fixed that 6 months later.
I really liked them in that heyday, and, oh, back in the 486 DX4 days, but given their many decades losing corporate DNA (I'm sure it's still true they haven't in the long run made money for their shareholders), and their having to sell their foundries, it's doubtful they'll again be a big player.