Intel Corp (INTC)

[Unkwn]

I am very happy with my Apple shares I bought a year ago. The iPhone 6 will most likely be a big success. I agree though, that Apple's innovation is stuttering. I am waiting for a nice iTV perfectly integrated into Apple's ecosystem. Also more sound equipment is what I am looking after. People are paying good money for good sound.

Besides, my ARM shorts are doing very well also. Not sure if being long ARM was really a good idea, BQ. Your call about shorting TSMC makes quite some sense though. That may make sense by the end of this year or beginning of next year, when the 28 nm node gets under heavy price pressure from Global Foundries and TSMC, in addition with some mobile share loss towards Intel.

But hey, sorry, this is an Intel board.

What do you guys think of Moorefield? Will it make some inroads to smartphones? Do you think it lacks something important for that market? The BOM issue is still valid but I guess tablet prices are even more under pressure than smartphones. Some high end smartphone design win, e.g. from Lenovo or Huawei, would be great.