Intel Corp (INTC)

[ibc]

The smartphone is the new sun
http://ben-evans.com/benedictevans/2015/5/13/the-smartphone-and-the-sun

the smartphone is the Sun and everything else orbits around it.
...
All of this also means that the companies and places that set the agenda in tech have changed. In the past you'd have gone to Seattle, Finland and Japan to see the future, or you'd have talked to Microsoft, Intel, Nokia or NTT DoCoMo.

Now, you talk to Apple, Google or Facebook, Qualcomm, Mediatek or ARM, and go to the San Francisco Bay area, or China.