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.
Sure, that explains why every retailer is sold out, while being filled to the brim with gushing reviews. I know - an Intel employee must have gone to Best Buy, Staples, Office Depot, Amazon, New Egg, and ALL the others, and wrote them all, and meanwhile Samsung just decided to make a hundred of them, just so that they could all be bought out by Paul Otellini and you could be fooled. Is that it? Pathetic.
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.
Intel's market is moving from 300Mu of >$100 chips, to >300Mu of >$100 chips, *plus* >30Mu of >$20 chips. And that will be a significant benefit to the top and bottom line goals.
Weren't you much more positive with Ultrabooks and Convertibles about 4-5 months ago? Where did that go?
It hasn't gone anywhere. Intel nailed this market, and AMD is already mid-way through a complete meltdown. Ultrabook will lead to a resurgence in laptop sales as more people will want to refresh their tired old bricks with something thin and light, with touchscreens and better battery life. However, Ultrabooks WILL NOT satisfy the market's demand for tablets and other mobile devices, which will continue to grow. That's where Intel will need Clover Trail to be successful.
On Smartphones, I think they have a good chance. With Atom Tablets maybe in end of 2013 with Silvermont.
You must still think the market is hooked on performance. You just don't get it: the market is hooked on tiny little computers. Atom performance is not the main selling feature, nor is ARM performance.
That's not to say that being leadership in performance won't be the selling point that takes Intel to majority market share - I'm saying that performance *isn't* needed to get a foot-in-the-door, and start gaining share next year.
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.
Bull. People won't be giving up their PCs any time soon - and NOBODY can build a better PC chip than Intel.
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