Intel Corp (INTC)

[DavidA2]

Rather, you should infer value from margin, in that Intel has been able to extract much higher value from their products in PC systems, due to the fact that their performance and capabilities allow for better productivity in devices that consumers to do real work.

No, I think based on what Nvidia went through with Denver and the lawsuit they settled with Intel shows that they are adamant on locking x86/Windows part of the market, because otherwise they would even lose that. Imagine how many would buy Nvidia based Tablets if X1 were based on Denver and had x86 decoder. Basically Bay Trail CPU(assuming some losses using x86) but with Core M GPU at the same price as well... Bay Trail.

Just because there's no competitor in the Windows space doesn't justify them charging exorbitantly for something that's not really special at all.

Core M(dual core) blows out A8X even in Geekbench and is a smaller die.

A8X gets 1800 in ST and 4500 in MT. The Core M chip that goes in $1100+ devices, the 5Y71, gets 2450 in ST and 4200 in MT. The more fairly priced 5Y10 gets 2050 in ST and 4100 in MT.

Also for Skylake, the most optimistic projection is from the rumor in AT forums, where one user claims Chinese testing of Skylake Y shows 20-30% improvement over Core M in Yoga 3 Pro. Quite disappointing since Y3P's performance is rather horrendous. You are really talking about 10-15% gains here. 2.3 points in Cinebench R11.5 for the yet to be unreleased 14nm Intel chip. That's a chip that's basically 12 months away.