Intel Corp (INTC)

[Golfbum]

My best guess is that Intel's offerings at 22nm will do well in tablets whether Android or Win8x and capture significant share rather quickly.

I'm not as optimistic about the phones since the qualification cycle is lengthy. But the 22nm silicon should increase Intel share over where it is today and give them a good base to ramp from when the 14nm silicon is ready.

gb