You're right. In the end the customers will call the shots. However, threats such as capacity allocation and inside competition can be extended to any of the foundry giants as well. I just think with so much money on hand they can probably sweeten the pot for some customers if they are serious about the foundry business.
There are worries from the customers who fear the competition from inside Samsung, capacity allocation, service mentality. It's not how seriously Samsung or us take, it's the customers who call the shots.
It won't last long.
The Other Tesla David Blaza5 comments I find myself going to Kickstarter and Indiegogo on a regular basis these days because they have become real innovation marketplaces. As far as I'm concerned, this is where a lot of cool ...