Intel Corp (INTC)

[This Causes an Error]

As for the foundry 14/16FF competition they just can't go where Intel can go in pricing and the Bay Trail experience proved that Intel will pick up major mobile business if priced ultra-competitively. The trick now is to do it without subsidies which is where Intel's dense 14nm will come in

I think you misunderstand what the subsides were for. The problem on the cost side was that the motherboards themselves, not really the SoC, were just too expensive. Remember that these SoC vendors don't just sell chips, but they do the motherboard design for pretty much all but the most premium customers.

This is why Intel was able to do a BYT-CR which cut the subsidies in half.

Intel could have had cost-appropriate products at 22nm if its platform engineering product definition teams did their jobs correctly, AFAICT.

As far as foundry 14/16nm competition, don't be so sure of that. There are ARM vendors who successfully used 3rd party foundries to put out quite cheap & capable products. TSMC is also doing a cost-optimized 16nm FFC that should be extremely good for getting FinFETs on the cheap.

Intel at this moment has record PC/Server market-share so where does it go from there except potentially down ? The trick then will be to keep the overall market growing even if m/s falls back. Worst case Zen danger is if it beats the 'Lakes in throughput and especially throughput/power in which case AMD will have a major Server/high-end PC renaissance and Intel's GMs will fall.

I agree, AMD is to be closely watched. Of course, no analyst is going to ask BK about what he thinks about AMD's potential resurgence and even if they bothered, he'd probably say something like "We're confident we have a lead, trust us, 50 year history Moore's Law...something..."