Intel Corp (INTC)

[wbmw]

Paired with XMM 7260, I'd agree. With XMM 7160, this thing is dead in the water, IMO.

Nonsense. XMM 7160 supports up to Cat-4 speeds, which is faster than most high-end phones currently in the market. 7260 is Cat-6, and you can't seriously think that Cat-6 will waterfall to being a mid-range requirement by the time Merrifield launches. I think Cat-4 at the lower price ranges is perfectly competitive.

Of course, not even Intel is bullish about winning too much MSS, but I at least expect as many phone designs as we saw with CT+, if not a few more.