Intel Corp (INTC)

[Dmcq]

re: AMCC is gunning for ~70% GMs on its 40nm X-Gene

I haven't the foggiest idea why Applied Micro have gone in for all this. It seems too high risk to me putting so many eggs into such a small basket. I wonder if there's more to the story but I can't see what. I don't consider it as something to base predictions on.