Intel Corp (INTC)

[ssami]

muzohub, fpg, et.al, We know you are short on Intel and want amd/arm to succeed, so please go and preach on arm/amd boards.

We know Intel spent 4 B, to get 20% market share, in tablets. Nothing wrong with it as long as they establish moat for arm in lo end, relegate them back to sprinklers.

Intel has 2 years proc lead and shipping products (from $79 Intel windows/android tablet upward) this holiday. They will bleed qcom by comoditizing lte chips, and moving telcos to vo-lte (no cdma/ no royalties for qcom).

Intel has overthrown big guys in the past, it is no different this time, takes a little bit of time.

I for one an not interested in iphones/iwatches, I have moved on. I see a lot of people doing the same. iPhones no longer turn heads. Same with gold ipads and teaming with ibm to go into corporate.