Intel Corp (INTC)

[Redwood1205]

Bayfield does win spots profitably in the high end tablet and low end notebook market. Intel showed at meeting that gross margins on value notebook will go up next year because of BaytraIil.
Intel is choosing to use baytrail in mainstream and value tablet next year for which it was not designed. This is the source of the contra-revenue.

It would appear that Merrifield and certainly Moorefield will outperform any Snapdragon next year. If you want Cat 6 modem you will have to buy it discrete from Intel or Qualcomm. It looks like Intel's version will ship first.