Intel Corp (INTC)

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I think Cat-4 at the lower price ranges is perfectly competitive.

Maybe, but we'll have to see. My concern isn't so much lack of cat 6 as it is:

* Lack of TD-SCDMA (China, anyone?)
* Lack of TD-LTE (China, anyone? )
* Lack of CDMA (Verizon/Sprint?)
* Not integrated into the apps processor

I don't know. I'm basically writing off INTC's mobile efforts this year and focusing more on the PC/server story.