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Engadget has posted an interview with AMD's Sasa Marinkovic, the company's head of desktop and software product marketing, that is definitely worth reading. Here's a snippet from the full interview:
I've been with ATI and AMD for the past 16 years and I wouldn't change that for anything. When I started at ATI there were 30 companies doing graphics. If you look at how the world has changed in the past 15 years, it's amazing, and it's cool to be part of that. We do pay attention to our competitors to make sure we haven't missed anything, but at the end of the day we try to look at what people want to do in the future and we try to anticipate their needs for years to come.