Intel Corp (INTC)

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I mean, my god, look at ARM's fabrication roadmap issues.

Uh, on 28nm "ARM" (Qualcomm/Apple/Samsung/NVDA) have been quite competitive with Intel's 22nm FinFET. There's much more to a successful microprocessor than "fabrication", although a combination of top-shelf design/understanding what the market wants AND fabrication is deadly.

A lot of your change in position seems related to the Tegra K1. I don't get this either. It's mainly a graphics advance and one that doesn't have much impact on Intel. Maybe you can explain this too.

The vast majority of tablet usage is, guess what, GAMES. Graphics performance is exceptionally important in tablets and, arguably, phones. Just ask Apple - the world's most successful consumer electronics company that defined these markets.

I will do my best to behave like an adult in spite of the fact that you and Ash seem to be mostly driven by emotion in what I've heard from you lately.

Not at all. I am driven by being hit in the face with obvious truths: Intel's big advantage - manufacturing - is being trumped left-and-right by swifter, cleverer design teams that seem to be able to put out world-class products even on a generation or two behind manufacturing tech.

Intel needs to seriously beef up its designs or its "fabrication advantage" will only have fictional advantages.

I'd like to know what I'm missing.

It's not all about fabrication. As long as Intel's design teams keep missing the mark, the best semiconductor tech means precisely zilch.