Intel Corp (INTC)

[walbert]

"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."

[Yeah, but the K1 doesn't mesh with a whole lot of the games market. The K1's primary benefit is in high-end games and most tablet consumers don't do high-end games. Also no one is going to do high-end games on a tablet 8 inches or smaller and this is most of the tablet market now. And no one is going to do high-end games on a smartphone. So, this is not a broad gaming solution.

Also a lot of people will want Windows and Android. You keep trying to throw cold water on this idea but it happens to be true. I want a dual O/S system and I haven't found anyone (other than you) who doesn't. All thing being equal there is absolutely no reason not to have both. But the K1 isn't a dual O/S solution.

So, there is a huge part of the market that the K1 isn't appropriate for. Anandtech didn't think they would get any significant smartphone wins with it.

In other word, it is a niche product. A very nice niche product to be sure if the finished product meets the specs but still a niche product.

And the high-end graphics market isn't an area that Intel has even attempted to compete for yet. Intel has been very satisfied with and done very well with eating graphics market share on an incremental basis year after year. So, I don't really see the K1 impacting Intel to any significant degree.

It's a nice piece of work but not a broad market solution. It's a good solution for high-end games who want a large tablet and for gaming boxes and that's pretty much it.]