Intel Corp (INTC)

[chipguy]

Intel will have to respond on Zen somehow.

Why? It is not like Zen will match let alone greatly exceed even
current Intel products across all attributes.

Most likely outcome is AMD will go from being unprecedentedly
behind Intel to a more traditional somewhat behind but competing
mainly on price and their limited enthusiast fan base.

The biggest competitor to an Intel MPU sale is the Intel MPU a
customer is already using. Intel has to keep making better MPUs
to generate replacement/upgrade sales. Zen is a second order
effect at best, third order noise most likely.