Intel Corp (INTC)

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walbert,

You nailed it right on the head. I don't know how well the bears are paying attention, but there are a BUNCH of Clover Trail designs on the market and they're quite good. I am not surprised if people find something like the 8" Acer tablet or the ASUS VivoTab to be quite compelling solutions, and it only gets better with Bay Trail.

As wbmw put it, this is a marathon and not a sprint, and Intel - despite the AnTuTu snafu - is accelerating at a brisk pace in this space.