Joe! Properly applied common sense beats fancy words most of the time. In the bleeding edge semiconductor industry, where planning and making timelines must easily be one of most difficult jobs, when in the past decades has any company managed to start producing and therefore release a product before they said they would in a timeframe of ~6 months? No need for any further personalization of the matter, just think about this one. Was there most probably a very good reason that Lisa Su did not use the wording '2H' even though she could have without technically lying, but decided to further specify the timing of production of the new tech to happen by the end of the year instead? There is nothing else behind my thoughts on this topic, only common sense. Moreover, AMD REALLY SHOULD have this product ready by the time ADL launches, they just sadly won't, so all the 2 pages talking about why is releasing it instantly in this or that company's best interest makes no difference. It's an interesting discussion, I'll give you that! I've read through it with great pleasure Only it has nothing to do with the topic where you thought I was not appreciating your analysis.
By your narrative, Intel would never have gone into their specific 10nm rabbit hole, EVER. They would either have launched their new and newer architectures with backporting sooner, or realized how unattainable the original 10nm goals were much sooner than they did - and of course I know that engineers realized that immediately, they just had different orders and mandates, ever so sadly... What should happen and what's in the best interest of a company in any other area than short to mid-term financials is seldom a reliable indicator when you try to make projections from the outside about a big joint-stock corporation with lots of layers and levels of management and decision-making.
To make it short: for the sake of buzzing and bubbling competition we can all - and most of us probably do - wish for new architectures and technologies from competing companies to be launched/released within a couple of weeks of each other. In this particular case it's just highly improbable. Please note my wording again: HIGHLY IMPROBABLE. We all know that nothing is impossible, all molecules could gather in a single corner of our rooms any time. Let's just hope they won't ever