Intel Corp (INTC)

[Unkwn]

We know already what Broxton is going against, Andy. We'll see how that plays out. Broxton will have a hard time due to the missing integrated modem. Intel needs way too long for that. I have no clue what their problem with that is. By the way, I am really interested in how Qualcomm an the likes will manage modem integration in a Finfet process. That's a new playing field. We'll see if there will be delays or yield issues with that.