I see - you regard 40 million tablets as not meeting your "initial break-in" standard. Nor do you apparently regard any of the quite successful tablet releases to date as progress.
You do realize that this is a goal, and not a data point, right?
Intel may think that certain designs are up for grabs, and find out that Qualcomm or nVidia scoop up 80% of them. How would you feel if one year from now, Krzanich announces that Intel fell short of their goal, and ended up with less than 10 million units?
How certain can you be that this won't be the case? What magic does Intel have that they have yet to announce? Ashraf's merely pointing out that Intel's big 2013 release came out of the gate behind Qualcomm, and it's already looking like Intel's big 2014 release could end up the same way - while being 2 process generations ahead, by the way, which is supposed to be Intel's big business advantage. If Intel's process leadership does not result in a leadership product, what makes you think their big 2015 release won't end up the same way, especially when TSMC starts offering FinFET's to Qualcomm and nVidia??
There's plenty of reason to be bearish here.
Regarding the "quite successful tablet releases", you might be referring to the Galaxy Tab 3 10.1, which is the only high volume product I can think of. And while many will acknowledge that as a very successful design, it means very little if the follow on to this design goes back to Qualcomm, or Samsung's own SOC - which is what it looks like today.
Intel has yet to announce any significant designs on Bay Trail. It's not a bad part, and it should do quite well as a low end Windows PC. However, that will do nothing to expand Intel's presence in the mobile space, and there are no designs available yet on Android. If Intel doesn't have significant announcements at MWC in February, you should assume they make no further progress this year.
Market Data 
Markets 
AI
