Intel Corp (INTC)

[walbert]

Smartphones are just one piece of the puzzle. And we are heading into the next level of computing where smartphones are going to be a smaller piece of the puzzle.

Tired: Smartphones

Maturing market, decreasing margins, and only incremental improvements. We aren't going to see any gotcha applications.

Wired: The Internet of Things, Augmented Reality, Virtual Reality, 3D Images and Printing, Speech and Gestures as Input, and the Beginning of the Age of True Artificial Intelligence

The evolution to the next level of computing is upon us and this is where the real growth is - not in smartphones. Not that smartphones won't be a part of it but that is all they will be is a part of it.

As we saw on Monday, Intel is well-positioned for a leadership position in the next level of computing with technologies across the gamut that will manifest important new revenue streams.

We will rapidly move now from individual devices into a sea of processors and connectivity.