Intel Corp (INTC)

[Unkwn]

Interesting...because I don't see much of a market at all. In the consumer market, I think any discretionary income dedicated to technology purchases will be hoovered up by the new Apple products for the next six to nine months. On the enterprise side..you've got the XP upgrades going on..but those folks by definition are technology laggards...hardly likely to spring for bleeding edge products. I guess you'll get some sales from the normal corp replacement cycles...but those will largely be cannibalizing what would have been Intel laptop chip sales anyways.

Hard to see Core M moving the revenue needle much for Intel...but wthdik.

Core M makes devices possible which are not available with any ARM chip at all. Not from a technical standpoint (performance in tablet sized devices) nor from a market segment perspective (only chipset for productive devices, be it Windows or Mac OS).

Now you are trying to tell us that there is a huge market for a 700$ phone which will eat all consumer spending until christmas (all that with an iOS market share of about 10% worldwide) but you deny there is a market for highest end sub 1000$ 2 in 1 laptops which allows you to do any work and multimedia that has only been possible on Laptops before. People are willing to pay for premium hardware - the good selling figures of Mac OS devices show obviously that this is true. Just have a look at the Asus T300 Chi - that hardware could be a huge success. It's just the Windows 8 part that continues to suck - we'll see how the new Microsoft CEO can fix it with Windows 9.

Tablets are no productive devices and that's why the market isn't growing anymore since people don't see any reason to replace their existing tablets which are only laying on the couch table waiting to be touched.

You seem to be in denial mode, wthdik. I am really wondering how long you'll be clinging on your Qualcomm investment until you see what is actually going on here, at this very moment. The facts are that Intel is the only one providing the most advanced LTE modem (XMM 7260) together with the only high end 64 bit platform (Moorefield and Merrifield) ready for Android L - and all that at a very competitive price. You are going to see many surprising design wins coming out, especially when Sofia also attacks the low end and Broxton will show Intel high end cores in mobile SoCs for the first time.

From an investment perspective: What has Intel got to lose? Their server and PC business looks very safe at this moment and they are in a very good position to make significant business in mobile. On the other hand, what has Qualcomm to win? They can't grab a larger share of the mobile market than they have already, especially not with Samsung, Mediatek and Nvidia attacking them from all sides. Qualcomm also doesn't have a big technological lead like Intel has with its fab tech. All Qualcomm is doing is to build some custom ARM cores and integrating its modems. This worked out since their modem tech was superior regarding LTE - that has vanished now, with Intel taking the lead. Be ready for many surprises regarding your investment