Intel Corp (INTC)

[Elmer Phud]

I just can't see that there will be multiple customers. There is only one customer. And only room for just one customer. AMD.

You may be right, I was expounding on the Foundry concept which is purported to be the intention of this deal. Otherwise, why would it be profitable? AMD can't make money now, why would anything change? They have to bring in new customers because there's no reason to think AMD can fill 2 fabs much less 3, even with their graphics chips brought back in house.