The pundits told us intc is going down because "the PC is dead"!!
What if "Fablessness is dead"?
What if there is a major flaw and insecurity in the fabless business model and Intel can drive a wedge between those companies that manufacture chips and those that design them?
What if the world discovers that Qualcomm and TSMC and GF and Nvidia and ARMH were incorrect in assuming "Only the optimists survive"?