I read an industry analyst -- unfortunately I've lost the link -- who claims Intel is in a more precarious position than most of us think. The claim is basical

I read an industry analyst -- unfortunately I've lost the link -- who claims Intel is in a more precarious position than most of us think. The claim is basically that Intel's big lead is process technology, and to maintain that, they spend billions on fabs. To do that, they have to sell a lot of processors to distribute those costs. And they most likely couldn't afford to maintain that process lead if all they sell is datacenter chips because there wouldn't be enough volume.