Re: You are completely right on all counts except one
Can't tell if you are an instigator, competitor, maybe a disgruntled (ex)IBMer but because your boldness to claim what will happen with Power in the future I'll go with a competitor trying to inject FUD into the conversation. As a IBM BP who is invested in the product and who has a reason to be concerned - know that I am not concerned. I saw Sun use TI, UMC, TSMC. Guessing Oracle uses TSMC. I could look it up but don't care. Point is they use somebody and if you couldn't tell where Dell, HP and Lenovo get their Intel chips from, yet Lenovo and not from their own fabs. Good try IBM competitor.
Biting the hand that feeds IT
