Intel Corp (INTC)

[fastpathguru]

Yes, my entire theses depends upon what we were told to expect by Intel and what seems to be the consensus about ARM's economics at the next two nodes.

A) You've been told lots of things by Intel re: mobile that not only haven't come true, but the opposite has. (i.e. growing revenue vs. "contra-revenue.")

But hey... "You don't go after a market without hiiiiigh hopes!" - (paraphrased from chipguy)

B) I don't see anyone else promoting your TSMC's-sky-is-falling thesis.

fpg