Well, the call wasn't particularly exciting nor disappointing. Fact is that mobile currently is dragging the results down and the 60% share loss is simply due to Intel executing extremely badly. Something that has to be said. If BayTrail would have been available by end of last year including the LTE modem, they would have gained market share instead of losing it. Hopefully it's not too late anymore and the latest LTE modem together with BayTrail Entry will gain significant share in the market, even though that might cost a little (actually the modem could cover some of the losses).
It should still not be forgotten that Silvermont was a must and the PC group greatly benefits from it. Also competitive Windows tablets wouldn't be possible without it so it was a must to develop it and spend the money.
PC client group did ok but there's a lot of one time effects in it, especially the Windows XP replacements and also the next generation consoles are giving a lift for the high end desktop market. This may help us this year, but next year the actual consumer demand must improve. Hard to expect as long as Windows 8 stays the piece of sh.. it currently is (yeah, great, we're given a real start menu with Windows 8.2 - Microsoft really understands what this all is really about ...).
Regarding the future, Broxton clearly is more of a 2016 thing as it seems. At least it is going to integrate the modem part as well but the competition will look a lot different by that time. Intel will compete against TSMC 16nm I guess, where Finfets and higher density will eat quite some advantage of Intel's 14nm process. So their design must be a lot better by then, I'd say significantly better than an Apple A7 quadcore with higher clock - that's close to Haswell territory and the question will be about how much Goldmont actually will differ from the Core-I generation by that time (Skylake that should be). If Intel isn't clearly going to be leading in mobile by beginning of 2016, I'm out, hoping not to have lost too much money on that.
Also no word about Merrifield and design wins. That's really disappointing. Medfield and Clovertrail had at least some design wins. Also no word about why BayTrail Android tablets are that late since they were announced for late last year. Why are those analysts not asking such questions?
