Intel Corp (INTC)

[Golfbum]

Certainly they'll hold on to CPU share but the accelerators used today are captured by NVidia and AMD. Those $$ would move to Intel, thus lifting ASP.

Once it becomes apparent that Phi can solve problems quicker than traditional Xeon then the market will expand giving Intel it's traditional SOM but also a bigger market to serve.

Also the fabric work will make it possible to expand node count for something that would have been otherwise unaffordably complex.

gb