1- Microsoft will be just like Apple, first consumer sockets then performance / business sockets.
2- Other major OEMs are building models. I am betting they can maintain price and keep better margins now on non - intel models.
3- This is a major point in time, intel's moat in client will regress over time and margin will decline.
4- The decline has already begun in data center, where x86 tam for AMD will be more than 40% (dollar wise they are ki-ling it on margin)
5- Either you are producing legacy or cutting edge. There is no middle and intel is sc--wed. Imagine depreciating all this capex on legacy volume..