Intel Corp (INTC)

[mas]

I think you are being unduly pessimistic on Intel's mobility future. Once Intel bring 14nm SoFIA LTE to market it will be a serious player in the mid-range skus as only Samsung will be able to match its price because Qualcomm and the rest will have to pay 40% Fab fees on top of die cost to match the prices Samsung and Intel will be able to offer customers. 64-bit Krait or A72 are not going to be worth 40% more in price to a customer. Also Intel can easily knock-up an eight-core Broxton (using its Denverton Server inter-core links) if it wants to go after the flashy benchmark sensitive top-end mobility range, the Chinese love their lucky superstitious eight-cores .

Mobility like Servers will be a marathon for Intel, it just needs to stay in the game year in and year out and grind down its competitors one by one like it has done in PCs and Servers. Supporting the ARM ecosystem by giving up Atom and building ARM chips on its superior processes is not the way to do that as the competitors will then price-target Core having got ridden of Atom. Think strategically in many years ahead not tactically based on this or next year's cpu models.