Intel Corp (INTC)

[fastpathguru]

No, fpg, you don't understand "perfectly". Revenue is what Intel is making on the Atom before they discount BOM differences - so if they managed to come in as the #2 supplier in terms of *revenue*, it should tell you two things. First, Atom doesn't have a pricing problem (pricing MUST be good to capture so much share) - what they have is a cost problem, which is easily fixable, and by doing so, they should get the same pricing, without needing contra-revenue. Second, it should imply to you that *volume* shipments should be even further ahead of Qualcomm and others, since Intel got to 19% revenue share while missing most of the premium design wins. To me that's a lot more impressive. I'm not sure who the loser is in all of this, but it's not even the end of 2014, and Intel seems to be cleaning up. At this rate, I'd expect some attrition of low end players, as the market consolidates - which should also help Intel to grow margins within their share of the market.

LOL, what a salesman...

If Intel has a "cost problem", it's only because they've taken it upon themselves to unburden OEMs of the "cost problem" they would have from "choosing" an Intel product that requires a higher cost platform.

If Intel wasn't paying the OEMs for this BOM deficiency, would they have ever been chosen in the first place? Would they be making the same amount of revenues, if those revenues weren't expected to be handed right back to the OEM in the form of contra-revenues?

Your willful ignorance is breathtaking. Twist all you want, but the fact remains that Intel is paying OEMs what it takes to make Intel a viable choice, which they'd otherwise NOT be. Otherwise, they wouldn't have to pay the contra-revenue in the first place.

(And why does this sound so familiar?)

fpg