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Re: wbmw post# 128918

Tuesday, 01/28/2014 2:05:45 PM

Tuesday, January 28, 2014 2:05:45 PM

Post# of 152233

Do you think Merrifield has no chance at any of these?



It would be really nice if it could win these 4" "Minis" like the Galaxy S5 mini or an HTC One mini, but the fact that Intel did not even mention phones when mentioning guidance is a big red flag.

If Intel were planning to sell just 50 million chips (5% of the market) at $20/pc, it would be looking at $1b in incremental revenue.

It didn't guide as such, implying no real material wins.
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