Intel Corp (INTC)

[ssami]

Hi Unkwn,
I understand your concerns. But I believe here is intel's plan.

1.Intel will not participate in high end phones. Only mid/low end with
sofia/sofia lte, Sofia lte is H2'2015.

2. Tablets are commoditized, but Intel can sell 40+ mil without out contra.

3. IOT is Industrial IOT not wearables. It is growing 20+% per year.


4. In tel will grow servers 15+% year until end of decade.

5. as per pcs there ate 700M not updated in past 5+ years, and 300M active gaming pcs that are updated every 2-3 years for a very good margin.

6. Let us wait on altera results for foundry.

I feel phones are going tables way in terms of commercialization, soon you will find a 5+" phone lte for $200.

Who cares what processor is inside, Intel or Qcom, I am hoping Intel will undercut qualcomm (as they will give away lte modem), with the processor.