Intel Corp (INTC)

[walbert]

.....so up to and including 22nm, Intel mobile chips were not better performing (lesser in aggregate) or significantly less expensive ( actually quite a bit more expensive). Your entire thesis depends on both flipping at 14nm....and by a very large amount. Correct?

Yes, my entire theses depends upon what we were told to expect by Intel and what seems to be the consensus about ARM's economics at the next two nodes.

Your "very large amount" is subjective and it appears that you are saying that you don't think the prediction of these changes is reasonable. I think it is.