AMD and Intel can only gain from this point onward in tablets. Graphically, AMD is so far ahead of everyone else that they have some kind of safety net simply due to offering something different. AMD also has the luxury of consoles which should be ~20% of revenues by the end of 2013. Temash looks like the real class of 2013. The only real problem I see is what that $1.15 billion of GF wafers is going to provide. Still, if we assume $275 million a quarter in GF wafers is what they are doing right now it seems feasible, especially as Trinity is in good demand and holding price. Richland can only improve on that situation, but the whole GF scenario looks like it can end up even at best for AMD this year.