You hit the nail. Potential fab clients look now at Intel, and keep guessing what's been going on with both their 10nm process, and their fab offering for the

You hit the nail. Potential fab clients look now at Intel, and keep guessing what's been going on with both their 10nm process, and their fab offering for the last 5 years. Now people keep seeing Intel setting ambitious new targets, and keeping missing them. Would they bet their tapeout on a fab like this now? No. The least worst thing Intel can do for itself now is to disclose what in the world was actually happening which led to the current situation. They long missed the window when their leading edge offer can capture first few clients ready to pay any premium for it.