Replies to post #132415 on Intel Corp (INTC)

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If Intel can execute with Broxton, then I will be more than confident in the company's LT future as a mobile computing player. If they screw this one up like they've screwed everything else in mobile up, then I've just got to assume that the company has fundamental execution issues that cannot be fixed.

There is an obvious traffic jam happening on Intel's mobile roadmap. Everything has seen similar delays, and until they can sort it out, I have little hope of seeing Broxton on time. I can assume that Intel will eventually figure out how to build a leadership SOC under 5W of power (best-in-class CPU, GPU, ISP, LTE, etc.) - and eventually get it close enough to the process launch to have an advantage over their competition. But there's just too much evidence right now to suggest a lineage of poorly planned products, which tends to take years to unwind.

I think the handwriting is on the wall. Better for you to acknowledge it now, than to be disappointed later. If you don't believe Intel has a viable business outside of Broxton's success, then you should sell now. On the other hand, if you think the PC business will stabilize, then Intel will continue to make multi-billion dollars in margin, and Broxton's 2015 timing won't be a hinge factor at all.