Intel Corp (INTC)

[VeeCee]

Analysts are weighing on Intels's design wins in tablets.
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http://blogs.barrons.com/techtraderdaily/2013/06/06/this-morning-cien-surges-a-cheer-for-xone-debating-intel-tablet-prospects/
Analysts are debating the prospects for Intel (INTC) in tablets after the company said on Tuesday that Samsung Electronics (005930KS) will use its “Clover Trail+” processor in the next “Galaxy Tab” 10.1-inch tablet.

Lazard Capital’s Daniel Amir reiterates a Buy on Intel, writing that “We view the company’s recent design wins within Samsung Tab 3 and Asus tablets as validation of Intel silicon in tablets and believe this is an important milestone for the company in its efforts to gain traction in mobile.” But Sterne Agee’s Vijay Rakesh, reiterating a Neutral rating on the shares, writs that “if during the holiday season, an OEM or a consumer has to choose between buying a Silvermont Win8.1 Tablet (~$40 INTC content) and a Haswell 8.1 NB (~$110 content), assuming some cannibalization, the net processor revenue impact for Intel is negative.”