Intel were the first to mass market with reasonable "integrated" (even if it was just part of the northbridge, it would be in every platform) accelerated graphics.
He also totally ignores the i740 - not a major part of the story of Intel and perhaps a misstep, sure, but to act as if they hadn't tried to take a discrete graphics chip to market well before AMD bought ATi is crazy.
Also, he seems to act as if Itanium was developed in response to AMD64:
>Brilliant brilliant choice by NT team was the bet on the AMD 64 bit instructions. Seeing AMD64 all over the code drove them “nuts”.
>That led to Itanium…more proprietary distraction.
It was pretty close to the opposite. IA64 was Intel's plan for the future for more than half of the 90s, and the spec for AMD64 wasn't even published until 2000/2001 or thereabouts. Actual AMD64 processors came out about two years after Itanium. His quote to support the above assertion even mentions this, which confuses me more.