I bought some a few months back at $80, it's now at $105, so it's still grown in recent times. My feeling is it really depends on if they can cement themselves

I bought some a few months back at $80, it's now at $105, so it's still grown in recent times. My feeling is it really depends on if they can cement themselves enough to pick up serious datacenter share before someone gets into a technically competitive position (Intel getting their plans back together, an ARM vendor convincing people to make the switch). From what Intel's revealed so far, that feels a couple of years out still.