You need to look at it this way. Intel
Will not suffer, as many wall street chatter. Just a few quarters back invetors (lay men) were afraid of
No PC growth and no DAta center growth. This will fuell growth and growth will cause VEL lines and exonomic lines to shift, at this stage a prudent company should just focus on execution and innovation to keep up. Its not a one trick pony. All this is good to go adter TAM no company can do it alone. Most financial bloggers cause lot of anguish by not being forthright