The value of AMD Ryzen, Thread Ripper, Naples seems like it would present a problem for Intel and take away some of its marketshare (more and more over time). Can X299 platform save Intel? Are they stuck with higher margins (higher prices) in order to satisfy share holders and destined to loose some marketshare no matter what they do?
There's also Apple A10 which has been benchmarking pretty well against ultrabook Core i7 chips! It's only a matter of time before they make their own laptop and maybe desktop chips. That would cost Intel a big customer.
What is the upside for Intel on any side? Server, Workstation, Enthusiast, Ultra Portable?
Even their SSD is eclipsed by Samsung.
That leaves IoT?