Intel Corp (INTC)

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It proves the incumbency theory. That is why Intel is having difficult times penetrating phone market.

Yes, Intel is hitting incumbency issues, but I'll argue that it's a bit easier for them in phones, given the maturity of the software emulators they are using to run most Android apps seamlessly without ports. And of course, as I explained in servers, vast amounts of NRE can overcome incumbency barriers, and I think Intel has been doing exactly this for years now on the Android side, and have already made significant headway. In contrast, ARM is starting nearly from scratch in servers.