Intel Corp (INTC)

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Asus is just launching the Zenphone - dual core Clover Trail+ now, shipping April 25th. And Asus has had a pretty good track record in sensing the market and coming out with good products (including TA100).

Ah yes, the ZenFone...I wonder why this phone launching in April is still based on CLT+ and XMM 6360 when Merrifield has been out since February?

I agree on ASUS, although I think ASUS is strategically partnering with Intel because it needs big brand to help it go up against Samsung and the like. Without Intel's brand to differentiate long-term, ASUS would be just another "me too" Android phone vendor. But with Intel's brand behind it, it could become a major player longer term.

We'll just have to see how this all plays out, but at this point, I am personally not expecting much this year from Intel in phones.