Intel Corp (INTC)

[Unkwn]

I agree. The ones that have the most to lose are TSMC and Qualcomm. They had a great run and, as always, now have to fight to keep their big market share of a profitable business. Samsung is probably the most powerful in this game, though they have some issues with their mobile phones/end products, so as an investment, I don't know.

And then there is Intel, much to gain, but until now, they didn't prove they can do this. No success in the foundry business yet and losing money in mobile with no entry in the phone business so far. For me, this is a question of potential. Intel has the highest potential in this group, in my opinion, since they have the highest knowledge of the group in performance computing, where mobile is getting to, as well as the leading process technology. The potential is there, but execution has been lousy in recent years. We'll see if there's a changing attitude at Intel which can finally turn this company into a cash generating behemoth. Until then, the PC and server business will provide a bottom, so the risk isn't high in my opinion.