Intel Corp (INTC)

[smooth2o]

Right, but as I indicated, these are different times and different markets. The only one I am concerned with at the moment is the market that ARM has. It is the entrenched incumbent. It was easy to blow Transmeta out of the market. Also, AMD. At least compared to ARM.

That said, I wouldn't want to be in ARMs shoes in the next few years. For all the time I have intimately known Intel they haven't been very wrong about their process technology or designs. Between one to two years, they will be sitting on a powder keg of high end product. I would assume that the products destined for the smart phone market, et al, can't be made to demand.

That said, you don't go frontal on a market unless you have a 10:1 advantage (between availability, speed, features, cost and everything else you can count) and I very much doubt they don't know what they have...

Smooth