Intel Corp (INTC)

[wthdik2]

the bigger problem for Intel then, is that their customer base (HP, Dell, Lenovo,etc) has struggled to turn Intel's chip advances into operating profits.i.e. if you're stumbling along with low single digit operating margins..you're probably spending your time questioning what you are even doing in the pc biz in the first place..not banging the table for Intel to turn the crank on another process shrink.

The ARM foundries on the other hand...have huge financial incentives (the Apple and Qualcomm accounts) to get to the next node first..