Intel Corp (INTC)

[mas]

Don't you think you overreacted at the time considering the clear device progress that has now been shown in designs of all 22nm Silvermont variants ? Intel's Silvermont pricing is an ARM killer while being only a temporary nuisance to itself. The 14nm products with their better gpus can pick up the higher profit sockets later and the most significant development in 2014 is Core M not any Atom product no matter how better executed they could have been. Core M is the first very high performance fanless chip in the World and should create a new profitable market niche for Intel. There was never any reason to place so much store on smartphones however desirable a long-term goal that it is. There is plenty of time to get smartphones after eventually laying waste to ARM in tablets. Windows 9 is the next big catalyst for Intel as MSFT hopefully get the desktop/tablet hybrid o/s finally right. Then the smartphone factor can kick in.