>> While I wouldn't deny that tablets have ramped incredibly fast without Intel, the fact remains that this does not imply the market wouldn't shift to Intel based tablets, once Bay Trail and Haswell arrive with highly competitive metrics.
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This form of logic argument was made by Paul Otellini in reference to smart phones. That X-86 would offer compelling reason for phone makers to abandon ARM and embrace Intel. But by the time Intel actually produced useable offerings, a software base had evolved to do without the X-86 network effect.
Now the argument has shifted from advantages of Intel's X-86 to advantages of Intel's process. Let's hope the new reasoning is more compelling.
I suppose the back to school season will provide the first glimpse of the appeal of Intel based tablets, and the holiday season will provide the definitive answer.
Hopefully, we will not need a third re-formulation of strategy to get Intel a meaningful share of tablets and phones.
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