Intel Corp (INTC)

[chipguy]

I don't think the faithful realise just how hard it is to match Intel's x86
products across the spectrum. Besides raw silicon performance there
are the issues of software stacks, developer tools, chipset support,
motherboard support, reference designs, application support and so
on.

I think Zen has the potential to be a much better product than anything
that AMD is selling now. But it is Intel that dictates the goalposts, hell
basically the entire playing field. Even if Zen is an out of the park home
run that basically performs the same as Skylake at similar TDP (very
unlikely IMO) the potential to move the needle is still rather limited.