It's great! Bets on bets. Buy some AMD shares and ride the wave.
AMD certainly has a lot to gain by sticking it into INTEL's ear, but how much will they give up to POET? We all know Dr. T's feelings toward INTEL, so in that respect this would not be a stretch.
I think you'd have to be insane to not believe something is going on with Global Foundries (AMD), amongst other big names, including Apple, and POET.
I'll eat my hat otherwise.
I hate eating my hat.