Ryzen competition 'not unusual.' https://www.bit-tech.net/news/hardware/2017/04/28/intel-boasts-record-revenue/1
I'd say the very fact that they're discussing AMD Ryzen at an Intel business event is something unusual (at least in recent years) - and says that they are actually concerned of the potential of Ryzen.
They didn't discuss it at all - extremely pointedly so, in fact. It was during the Q&A, and the word Ryzen was never uttered and AMD only mentioned by the analyst asking the question. Here's the full transcript of the question and its answer: Notice how the subject of AMD was raised by the analyst, not Intel, and neither Brian nor Bob ever mentioned AMD or Ryzen by name - just 'from a competition standpoint.'
AMD would have to consistently provide a very clear and broad performance / cost benefit, and for a good length of time to have the possibility of any meaningful effect on Intels revenues. So far it's unable to accomplish either. I hope they can in the future. If they can afford to keep pushing before they run out of steam.
How exactly did they manage to increase the ASP in Q1? I don't recall the prices then being any higher. Suddenly a lot of people who used to buy an i3 got an i7?
Aaaaaahhh, thank you, I bow to the master while getting my coat... On the last point, I'm pretty sure Intels' people will have been on the 'unified presentation' briefing and cover 'overall competition' rather than AMD or Ryzen (or indeed any other manufacturer) - although that's just standard procedure for most companies, so I can't point to to any great AMD threat there either.
