Replies to post #134770 on Intel Corp (INTC)

[mas]

competition in the server chip market from the likes of Applied Micro Circuits (AMCC) and Cavium (CAVM), which “could render 15% long-term [data center group] DCG growth targets too aggressive

These guys are delusional over a phantom threat. Power 8 is a more serious threat than these already obsolete ARM designs.

[wthdik2]

but we continue to feel this is ultimately more of a ploy to obtain pricing concessions from Qualcomm (QCOM) and AAPL is ultimately unlikely to choose INTC for iPhone 7,” writes Arcuri.

Apple understands the IP protection that comes from using QCOM basebands (which they used to good effect last year to get a lawsuit from Samsung in Europe dismissed)...they aren't going anywhere.