Intel Corp (INTC)

[herb will]

“There are very few Clover Trail products now, and if Bay Trail products are in time for the 2013 Holiday, Intel will have to deliver the SOC's by July or August.”

My guess is that a large number of tablets sold are in the little or no profit $300 and less category where Clover Trail - Window 8 tablets are not a fit. Should be noted that iPad average unit sales price dropped approximately $100 to $467 or 18% in Q412 compared to the Q411 quarter.

According to the following site Bay Trail is expected for the 2013 holiday season. But I am more interested in Haswell success.

http://www.engadget.com/2013/01/07/intel-atom-bay-trail/

http://www.bestbuy.com/site/olstemplatemapper.jsp?id=pcat17080&type=page&qp=q70726f63657373696e6774696d653a3e313930302d30312d3031~~cabcat0500000%23%230%23%2374f~~cpcmcat209000050006%23%230%23%23tg~~nf865%7C%7C57696e646f7773&list=y&nrp=15&sc=abComputerSP&sp=-bestsellingsort+skuid&usc=abcat0500000