Intel Corp (INTC)

[fastpathguru]

the more tablet chips they ship..the more money the mobile group seems to lose.

You would prefer Intel ship fewer tablet chips?

That's actually a very interesting question:

Should Intel be losing over a billion dollars a year chasing the mobile rabbit?

I'm sure most Intel investors would like to NOT be losing over a billion dollars a year on anything.

OTOH, it seems to be very important for Intel to play in this space... Worth loosing that money, if it gets their foot in the door.

(Meanwhile, the chorus is nearly unanimous in pooh-pooh'ing the ARM/fabless threat to Intel's way of life...)

fpg