### Comment:
How do you feel about vulnerabilities and mitigations costing 15% performance? How do you feel able disabling hyper threading to mitigate vulnerabilities? How do you feel about staying on 14nm fab vs competitor moving to 7nm? You think Intel is going to pull out magical electrons that bend physics? What about giant monolithic chips vs chiplets? You think their silicon will be magical too and defy defects?

### REPLY:
I think that stuff is priced in, or will be soon. They have the capital and resources to be fine in the long run

### END.