I don't think there is enough 130nm - 90nm capacity in the world to displace Intel. If x86-64 suddenly became the CPU of choice it would be many years before capacity could be put in place to overtake Intel and nobody has the $$$ and process/manufacturing technology to do it. Intel is #1 for years to come if for no other reason than without Intel's fabs and manufacturing infrastructure the world can't produce enough silicon to replace them.
Very true. Only way out would be that Intel comes into financial struggles that it has to sell some fabs.
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