Intel Corp (INTC)

[fastpathguru]

No, nothing new, just responding to the same old stuff from you. Your comment is superficial, cursory and shows a lack of understanding of the process.

You don't see a trend away from expensive, proprietary IP towards inexpensive IP that's amenable to customization and more ownership/control over the supply chain?

Apple is significantly more "vertically integrated" as a direct result of the adoption, customization, and manufacture of their own ARM processors.

The Android ecosystem is chock-full of companies building highly successful and differentiated products upon both Android (open/inexpensive/customizable) and ARM (inexpensive/customizable/own-the-supply). Case in point: Samsung.

You don't see Linux taking over from proprietary UNIX's? X86 pushing up into the "RISC market?"

Think Microsoft isn't feeling the pinch or is in a defensive, reactionary mode right now?

You're counting on the trend reversing with Intel's upcoming offerings, but it hasn't happened as of yet. I'm not saying it can't or won't, but you can't say the obvious, demonstrated trend doesn't exist because you think Intel will break it.

fpg