Intel Corp (INTC)

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wbmw,

I am somewhat aligned with your take that Intel's phone prospects may be as a "second supplier" or go the mid-range route

Let me be clear...I don't expect this to be a permanent thing. Crawl, walk, run. Medfield/CT+ = Crawl (prove that they can make phone chips at all), Merrifield = Walk (win some real designs, have some real volume, and finally see a return on investment), Next Gen 14nm part = Run (leadership).