Intel Corp (INTC)

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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"?

Of course it's a guess, but it's an educated one. At IDF, there were plenty of presentations about designing cost-effective Android tablets around Bay Trail and the newly intro'd Bay Trail-Entry platform. Merrifield was not even mentioned.

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?

I would imagine that the "quad core" marketing point is important and if it wouldn't fly in a phone, it certainly won't fly in the crowded tablet market. Can you imagine being a tablet vendor trying to convince your average customer that 2 is better than 4? Consumer products are tricky because customers on average don't understand these details, just the big picture/marketing points. Even a $179 Moto G phone has a "quad core" in it. The floodgates are open and quad core is now necessary whether we like it or not.

I think Moorefield could do a lot better, but I'd imagine that since it's Android-only, the big advantage that Intel touts ("you can design one hardware platform and load either Android or Windows on it depending on what you wan to sell") would go away. Further, Intel has an incentive to push GenX graphics because it doesn't want to have to continue to invest in two different driver stacks. Gen software/drivers is already paid for by the Core products.