Intel Corp (INTC)

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What could be the next leg up for Intel?

We are half way into the last month of Q3. Earnings are likely to be pretty decent but the earnings report is about a month away.

Some early tablets and 2-in-1s with Core M are expected to ship in October. That's a positive but still at least 2-3 weeks away.

Intel's progress on Android could be something very positive as Android is now the mainstream OS for Tablets and Smartphones. According to various reports, Google is supposed to release Android L in Q3, so this announcement can happen within 1-2 weeks.

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Android on Intel

It’s not new but Intel is making a play for Android tablets in a big way. There are loads in production from a variety of manufacturers including the razor thin Dell Venue 8 7000 announced at IDF. Most interesting is that Intel’s new Atom system on chip is thin and 64-bit which means slender tablets and total compatibility with the upcoming 64-bit Android L.

Read more at http://www.trustedreviews.com/opinions/idf-2014-the-highlights-of-intel-s-annual-forum#gc5WwrwREAourisG.99