Intel Corp (INTC)

[morrowinder]

Apple provided one of the biggest gen-over-gen upgrades...

There is nothing an Apple 6s can do that an Apple 6 can't do except maybe 3d touch. There aren't many apps that are CPU bound on a phone. Are there even games that take advantage of all the graphics horsepower? Or does the screen size limit the detail. The Apple 6s is a very nice phone and the best performer on the market. But we are at the point of "good enough". My phone is the Motorola droid ultra. It is light years behind. But it doesn't lag alot. It makes good phone calls :) And I can make deposits to my bank from it. I suppose its pretty terrible at web surfing but I need glasses to read that tiny little text so I rarely do that. But it works well enough.

As for PCs, I think the big problem is similar in segments of the PC market. There used to be this graphic in every Intel presentation: the software spiral. An infinite need for computing power. It isn't in the slide decks anymore. And the real problem is that Intel sells a ton of lowend PCs. And they lack the cadillac features that make high PCs better: SSDs, touch, realsense cameras etc. So the lowend isn't as big a jump for 5 year old PC.. That is the secret success Intel has had: Atom is in all kinds of entry level PCs now and it punched AMD right in the nuts. And it is just good enough. And that is where I think the problem is: budget PCs. Gaming is very strong. Professionals still need all the power they can get. Enthusiasts rush out and swarmed all over 6th gen Core i7 parts. Road warriors love the new laptops like the Surfacebook. But the general consumer market is holding on to their PCs longer and probably have no idea what the surfacebook can do or even what a 2 in 1 is. I also walk in to my local pharmacy and laugh: same core 2 duo systems, never any upgrades. So I think business is doing it a bit too.