Intel Corp (INTC)

[tatertot]

I'll take a shot: Revenue starved GloFo --> Less money to invest in new processes going forward --> Delayed/poorer-performing AMD CPUs made by GloFo --> Better margins and marketshare for Intel CPUs.

AMD CPUs, at least all but low-end in 2011, are tied to GloFo for the next few years, I think.


cheers