Intel Corp (INTC)

[Dmcq]

Those are the most important questions for Intel's future in my opinion

Yep those are the important questions.
As far as growth in the PC market is concerned it will still grow to some extent I believe - but the cpu prices are going to go down in price even with a larger margin because of the competition from ARM and will make a lower amount of money to invest in the future. Without either another source of revenue or a way of taking business away from the foundries Intel's process advantage will eventually disappear. Only the PC market would remain captive. The margins are quite good for TSMC, there is no danger for the next couple of years at least for either Intel or the foundries, all these things are long term and are a worry for what the prospects will look like in 2016 which is what affects share price.

I think Intel is already too late to force x86 onto the market but a good rearguard action can keep things going to well over the horizon as far as protecting the server market profits is concerned and I think it would be extremely silly not to compete in the foundry market. It will eventually have to produce ARM chips but one shouldn't think of x86 and margin as a religion to be defended to the death in jihad.