Intel Corp (INTC)

[walbert]

No announced customers... No foreseeable revenue from 20nm...
Huge companies fighting over expensive 20nm capacity...

You usual lack of logic. ARM shops don't have any choice but to fight over scarce 20nm capacity. There isn't anything else. I never said there weren't any interested customers. This is you making things up. Just because there is demand doesn't mean it will materialize in 2014. This is just more of your nonsense.

Not enough capacity... Spending too much on new capacity...

Again if you knew anything about logic you would know that these aren't mutually exclusive. I don't know if they have spent too much - just that it's produced negative cash flow for the last four years and likely into the future. Will they have enough capacity? Extremely unlikely, especially for the first year or so.

My neck hurts!

It's your brain that should hurt. You logic processor is busted.