Intel Corp (INTC)

[walbert]

Dunno about the appeal of Qualcomm tablets.

I know what the appeal of the iPad is.
I know what the appeal of Intel dual boot tablets will be.

Graphics performance in the Qualcomm tablets could be an advantage but will that be enough?

Also I think the problem for Qualcomm at year-end might be the increased perception of the end of the ARM era. I was a bit shocked by the 6 percent drop in ARM today. Of course I think that ARM is over-valued but it hasn't demonstrated that kind of weakness in previous drops. If anything like this rate of decline continues it is bound to leave a mark on ARM's reputation by the end of the year especially with the arrival of Intel's 14nm production.

What part of the tablet market do you suppose high-end Android products from all manufacturers will command?