[crdoconnor]

>Or, again, maybe Intel just totally has them over a barrel and transitioning isn't feasible at all.

That was my hypothesis for why their stock didn't drop much. The problem is very bad but intel's quasi-monopoly and the very high switching costs involved will let them weather it.

[BeeOnRope]

Not only will they probably weather it (short term), it will probably result in a reasonable sales bump as affected datacenters replace capacity lost to the various patches and mitigations and also perhaps accelerate replacement schedules when hardware that has designed-in mitigations becomes available.