Intel Corp (INTC)

[walbert]

"How much money is Intel going to make selling a Quark module?"

[You could have said the exact same thing about the smartphone market a few years ago.

I don't think you have taken the time to project the IoT market. We are talking about 50 billion connected devices by 2020. So, it's not the unit increment that is important. It's the incredible volume.

But the real money for Intel is on the server side. The IoT will require a network equal in size to the existing cellphone network. If the existing cellphone network was suddenly doubled do you think Intel's revenues would go up?

Intel got hammered for having missed the mobility market. Now you are saying let's have them miss the IoT market too!

The IoT market is going to dwarf smartphones and for that reason it is where Intel should be focusing. So, yeah - it's all about the baby monitors, baby.]