Intel Corp (INTC)

[Ideal_Inv]

Quote: Also note that instead of pushing Merrifield into low cost Android tablets, Intel is pushing Bay Trail across the stack.

AE or rather BQ :)
Isn't this a guess considering nothing about Merrifield was said during the conference call? Or do you have some specific reason to state that "Intel is pushing Bay Trail across the stack"?

I think from these facts one can draw a reasonable conclusion as to how much traction Merrifield will get.

If Merrifield can find a place in low cost Android tablets (as you yourself state above), why would Intel hold back from doing it? Any thoughts?