Intel Corp (INTC)

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wbmw,

Good writeup, but I have some corrections/tweaks:

It's Q3, and still no Tegra 4

Nope, you can buy Tegra 4 today

http://www.amazon.com/Toshiba-Excite-AT15LE-A32-PDA0EU-00101Y-10-1-Inch/dp/B00D78Q2NQ/ref=sr_1_1?ie=UTF8&qid=1374294832&sr=8-1&keywords=toshiba+excite+pro

On to upcoming products - Intel will have their Gen-3 Silvermont based cores, on top of their next-generation SOC fabric, and have a chance to compete again. And I think the timing could not have been better.

Don't agree. A quarter earlier, and we would have had a shot at Nexus 7, and AMD would not have had the strength this quarter with Kabini.

Qualcomm is going to be at the whim of TSMC's 20nm process, which will have the usual yield issues through most of 2014.

I don't expect 20nm Snapdragon devices to show up until Q3/Q4 2014, given that the first 2% quarter will be 2Q 2014. While I would be stunned if Intel got next gen 14nm Airmont based SoCs out for this space (do not have code-name for smartphone part; tablet part is "Cherry Trail"), even 22nm parts should be better on performance/power, if at a slight area disadvantage.

Intel will be targeting many OEMs to look at them as a reliable second supplier.

Phones sure, but I expect that on tablets Intel will not be playing second supplier. I expect tablet oriented Broadwell-ULX to hit in 1H 2014, and I expect an SDP of sub 5W from conversations that I have been having (no confirmation, but people sure do love giving hints). I further expect that if Intel is smart, it will start to push compute/graphics intensive applications on Android to push sales of Broadwell in this space and effectively lock out all of the ARM guys.

Needless to say, I increased my stake in Intel substantially following the panic selling which, quite frankly, didn't seem to panic-y ;)