Intel Corp (INTC)

[ibc]

Mobile is required for computing relevance. PCs are going to become dinosaurs in the long term (5-10 years).

I think the phablet is going to be *the* mass market computing device for the next several years. Even Apple is capitulating to this reality.

It's always with you.

You can dock it for work. Enterprise applications are moving to the cloud.

For consumers, the trend is already accelerating. You'll dock your phablet at home also when you need a kb and large screen. 50% of online time is already on mobile devices as they steadily replace PC use cases.

The heavy lifting will be done on the server side and clients will become thin - see Bezos' Law.