Intel and the Power of Having a Monopoly - Seeking Alpha is an analysis of Intel's long-term business prospects from an investment advisor's perspective. The author concludes that Intel has a very bright future.
Reading it, it makes it sound as though AMD might was well raise the white flag right now. Intel is the Borg.
I think this analysis is mostly right, but AMD has surprised us once in the past. It will be interesting to watch if they can come back to fight another day.