Intel Corp (INTC)

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I'm basically writing off INTC's mobile efforts this year and focusing more on the PC/server story.

High-level, I don't disagree. Intel is practically silent on their phone prospects for this year, so from a business perspective, it's likely to be negligible (buried within the mobile group losses).

I'm just making a point on capabilities of the feature set. To your point, it may not be enough for U.S. consumption, and it may not be enough to get on the China LTE network. However, China will probably consumer 100s of millions of phones with no more than 3G capabilities this year, and there's also Europe, Middle East, Africa, South America, and other geos with large emerging markets. Merrifield is a lot more competitive than the current mid-range product line, and should win some designs.