Your note. Always a must read every morning. And for me, the takeaway was clear Who are the winners, but also who are the losers.And I'll go to the losers now, because you say this is bad and this is putting pressure on arm. How so. Well, thanks for having me.Yeah, Immediately it's going to add competitive pressure, I guess. With AMD facing Intel now with in video and the technology they bring for the PC desktop market. So that's one area.But basically a lot of investors don't care so much about what happen ...