Intel Corp (INTC)

[mmoy]

> If Intel can win the Apple contract, then I think this
> would be the ultimate mobile win for the company, but
> I don't think this is in the cards anytime soon if ever
> given how aggressive the foundries are going after that
> contract (I firmly believe that the main reason TSMC is
> so aggressively trying to go through nodes is because
> Apple is driving them hard).

If Intel can deliver a superior product then there may be benefits for Apple. Intel already works with Apple in the x86 space and has given Apple "specials" and early access to chips and Intel isn't one of their direct competitors. I'm sure that Apple would also love another supplier, especially if they can make them in the US.