Intel Corp (INTC)

[mas]

AMD have been basically shooting themselves in the foot for the last decade. As long as the company did not go bankrupt it was unrealistic to assume this state of affairs would persist forever. Who really knows whereabouts in Intel's sku range Zen will fit exactly but it should snuggle a lot tighter than the Dozy cores do as they were exceptionally badly designed. Intel investors may not automatically allow themselves the luxury of totally ignoring AMD in the future. AMD won't make any real trouble for Intel this time as it is a fabless company now where profit is more important than marketshare so any future competitive relationship will be more like the one AMD and Nvidia have in high-end gpus where they both take turns in milking customers for hundreds of dollars. Intel also has a lot of price elasticity to react and can of course curtail volume if necessary but still Zen could be a factor to take note of.