Intel Corp (INTC)

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I am - like Chipguy - convinced that the tablet market eventually goes straight to Intel.

I am not. I see there being 5 primary ecosystems for tablets:

1. Apple (Intel has no chance)
2. Samsung (the latest Galaxy Tab design won by Intel is now back using Exynos - so what does that tell you?)
3. Amazon (Qualcomm has this ecosystem locked up for quite some time, IMO)
4. Nexus (If Intel has a design here, I'll believe it when I see it)
5. China (chips here sold at near-0% margin)

The remaining tablet ecosystem is either high end designs (i.e. Surface Pro 2), which is merely a sale of a tablet at the expense of a laptop - or the 5-10% of remaining smaller OEMs struggling to survive on table scraps.

I believe Intel's prospects without a Nexus design is probably a maximum of 10% of the market, and with a Nexus design, maybe 20% of the market. Intel has no chance of being a dominate player in the market without dominating at least 4 out of 5 of the above ecosystems, IMO. And I don't see that happening in the foreseeable future.

Rather, I see a series of enormous losses from Intel's mobile business group, as reality sets, and their spending relative to their prospects in the market start playing out.