Intel Corp (INTC)

[mas]

Of course it will work when measured over a longer timespan like 5-10 years. Where was Atom in tablets and phones a couple years ago ? Nowhere and now it is a significant player in tablets and an emerging player in phones when most said that x86 could not compete at that level. Once the modems are at 14nm too then Intel will have the integrated products to start capturing the general market from the ground up. Of course execution has been patchy and stop-start but over years the extra development and process potential that Atom has will allow it to catch up and go beyond the ARMy but with a better cost structure than its fabless competition.