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I would hope that the big winners in all this would be Arm and AMD. I think that after the fiasco of Meltdown that vendors would be wary of Intel. Granted most AMD and some Arm processors are also vulnerable to Specter, but at least the vulnerability they have is a failing shared across the entire industry and any fixes they release are likely to be better tested and better thought out than the joke of a Meltdown fix released by Intel.