The issue I see is that the prices imply Intel is going to fall to 70% of the market, and AMD is going to take 90%. Obviously both things cant be true.
Also, what if the cash sink in Intel's fab continue to become a drag for cash on hand and unable to produce any returns on those huge new fab process investments?
3-5 years from now, still 14nm CPU only without any volume productions on 7nm, 10nm? How much can those 14nm 300 Watts CPU can be sold for and who will buy them at that time?
Actually from the past 3-5 process development history of Intel, it is not hard to see what is likely to happen.
