Strong forecasts with Spectre still around seems very optimistic.

Can AMD or Intel release another generation of chips with Spectre vulnerabilities?

Do we think they're going to have a solution to Spectre within a year?

Can x86 survive without out of order processing? Can any architectures perform at modern levels without it?

Is x86 relevant in the server if you use Linux/BSD and can recompile your deployables?

Without Spectre I'd be very bullish on AMD. With Spectre, I'm bearish for the entire sector.