Intel Corp (INTC)

[fastpathguru]

Samsung uses Bay Trail for its new Chromebook. It seems that Intel is not willing to give Chrome OS to the ARM crowd and they are obviously willing to price agressively to achieve this. I think this is very important. If Chrome OS really manages to gain significant desktop and laptop share, Intel needs to dominate this ecosystem in order to make ARM the incompatible choice here. The more popular Chrome OS becomes, the more people will be willing to pay a premium for Intel's Core I processors, which maintains Intel's high margins.

By the way: Since Chrome OS is about to integrate Android Apps, Intel's mobile efforts for Android once more pay off. Also the lowest end Chrome devices couldn't economically be equipped by Intel without Bay Trail. This is how Intel keeps ARM out of its major business - the PC.

Everything you just said is about things Intel needs to do just to be a player in the chromebook market...

I don't see how helping to grow and legitimize a non-PC ecosystem helps Intel's PC business... A business which ARM is already "out of."

fpg