Intel Corp (INTC)

[This Causes an Error]

Desktops and notebooks are task appropriate to a huge proportion
of work and recreational computing. Until human eyes and fingers
can be miniaturized this will not change. Form follows function

Sure, but even Intel is pushing "convertibles" - and I see no reason why a tablet can't hook up to a keyboard/mouse/monitor. Nice try, though.

At ANY GIVEN TIME whatever computing/rendering/storage capacity
you have in a X gram, Y cubic centimeter phone you can easily get
at least 100x more of all of that in a 100X gram, 100Y cubic centimeter
desktop case. That's the funny thing about Moore's rising tide in semi
technology, it lifts all boats equally.

Erm, the problem though is that fewer and fewer people will be interested in buying 100x more computing power when they can get x computing power in a more convenient form factor. My 6 core IVB-E desktop is way faster than my Haswell laptop, and yet, I'd give up the desktop before I gave up the laptop since I value portability over raw horsepower.

Another thing is that smart phones aren't really all that smart in any
absolute sense. They give that impression to the uninformed because
they typically perform tasks where the heavy lifting is done on a x86
server in some huge datacenter somewhere.

What kind of nonsense are you trying to feed me here? Are you telling me that when I browse the web, play a game, or run some other app on my phone/tablet that it's running on an X86 server somewhere?

Clearly Intel needs to bull its way into the smart phone SoC market
to maintain growth and semi market share but anyone who thinks the
bulk of computing silicon value is heading down into handhelds needs
to pull their head out

We are talking about INTC as an investment, right? If I buy shares today, then I want growth, not frigging revenue declines like we've had to suffer for the last several years.

Intel's performance has been pathetic and they royally screwed their shareholders (that's us, btw) with their complete inability to deliver products in a timely fashion.