Peter, you do need to read beween the lines on the Intel fab capacity situation. Intel delayed outfitting fab 42 and even diverted some of the equipment for that fab to D1X. At this point, it looks like plans for many fab upgrades are in question. Intel is in a diffucult situation: PC shipments are decreasing, success in mobile has been fleeting, and ramping foundry services will take time and likely dedicated fabs/capacity. The bright spot is servers, but the server demand does not have the high volume of PCs or mobile devices.