Intel Corp (INTC)

[ssami]

It is not # of transistors that matter, it is cost per transistor, i.e., the transistor can be small but we need the correct backed end, substrate and board tech to pull it off.I believe Intel just like other semis may have had trouble with back end.

As for modems, it does not matter how much throughput the modem has as at the end; it depends on the carrier speeds; Now a days the mantra for component manufactures is to publicize nitty gritty features(That are may or may not be useful) to phone user. We have the same phenomenon in consumer electronics; your latest oled tv is obsolete in 2-3 months. BTW modem speeds have to plato just like Ethernet; Intel is provably waiting for such a moment.

Intel is fast follower in modems; so let us wait and see; I believe they will slog it out in mobile; as mobile data feeds to Data centers.
They seem to be making right moves in 5G