Consumers don't love Clover Trail. The very handful that were able to get their hands on Clover Trail love Clover Trail. We still don't have single professional review out of Clover Trail devices.
And businesses REALLY love Clover Trail,
No, businesses will love Windows 7, and the few that are willing to accept Windows 8 will want MS Surface Pro and other Core based devices. I think I've seen the article here where one business want to get 4000 Surface Pros, stating that its full PC and is a Tablet people will want.
2013 will be the beginning of the hockey stick trend in market share for Intel in mobile devices.
AWESOME! Surely investors will love to hear Intel getting sales of 30 million $20 chips while their main market with 300+ million selling at $100 gets 20-30% decline. Weren't you much more positive with Ultrabooks and Convertibles about 4-5 months ago? Where did that go? Where Intel has far better chance of making decent money off it? Or maybe that you don't believe it will go anywhere and gave up?
On Smartphones, I think they have a good chance. With Atom Tablets maybe in end of 2013 with Silvermont. But in overall, I think they will need to be successful with Core devices or you'll see their PC business going from $35 billion/annual to AMD like real soon.
Market Data 
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