Intel Corp (INTC)

[DavidA2]

This IMO, is a nice surprise.

Intel is very good at packaging as well. I assume they are going to translate their technical leadership in such areas to revenue potential soon.

Also, I see the first Xeon Phi based on Knights Corner to have lots of room for improvement. I see it as a core with some fundamental flaws and unneeded baggage that will be fixed with Knights Landing.

In integrated graphics, eDRAM will enable iGPUs to no longer be practically free cheapy GPU that comes with a CPU, but something that becomes a legitimate competitor with most volume discrete GPUs.