Intel Corp (INTC)

[smoothh20]

It may well be that the "we have enough computing power" paradigm of the PC market has already hit the phone/tablet market, maybe in a lesser way. Certainly, one can see that with today's present processor and co-processor power that the "enough" level comes much sooner such that we are not going to have one or two decades of exponential demands.

That said, there is little incentive to move to Intel's processors. Clearly, it's a me-too situation, certainly not a full frontal, order of magnitude situation. Future silicon roadmaps show that to continue.

Given lack of incentive and Apple and Samsung cozy with what they are doing, wouldn't you have to create a market of your own by adopting the "vertical" methodology? If the present scenario outlined doesn't give incentive, what do you see as inflection points for Intel moving fully in this direction?

Smooth