Intel Corp (INTC)

[fastpathguru]

FPG, how much share do you think AMD will be able to take from Intel in servers? What are your "best-case" and your "average case" scenarios for AMD stock? What kind of impact do you expect to Intel stock as a result?

I don't know what will happen, given that we still don't know exactly what Zen will look like... Instead, I'll merely point to 2003-2006 for an example of what is possible when AMD and Intel are in a phase of leapfrogging (and that's being kind to Intel.)

fpg

PS: Note that anyone who tries to paint Intel in a "better light" will just be making my case stronger... That AMD performed well during this period is a historical fact, a fact that would be even more impressive if Intel were actually a stronger opponent. (Like that will matter...)