just to answer to the initial topic. AMD does not live off CPUs. They are well known chip manufacturers and make a *big* living off flash RAMs, xPROMs and other microelectronics. They were a world leading flash ram manufacturer long before making x86 clones.
The CPU branch is quite like the 'formula 1' branch of auto industry. Costly, money hungry, unrewarding, and a fierce competition. But it helps them develop new technologies and get a hold on markets they wouldnt get by another way.
So dont underestimate the underdog
As far as performance goes, ppl look at their wallet first, compare the price of a P4+RDRAM and a XP+DDR and make their decision. Currently AMD CPUs are big winners. Winds may turn, who knows.