Replies to post #139401 on Intel Corp (INTC)

[wthdik2]

Wthdik, if your point is that we should remain skeptical about SoFIA until Intel succeeds in getting devices in the market, then I can't disagree about that.

I'm sure they will get some "devices to market" this year..I'm skeptical those devices will be sold in enough volume and the chips priced at adequate margins to actually move the profit needle however (I believe your original comment from this thread was predicting a 50%-75% reduction in mobile group losses this year). You have to figure $800-$900 million in MCG losses is already baked into 1Q..and probably something similar on tap for 2q.

[Dmcq]

I think their strategic shift to grow up from the bottom has a higher chance of success than their previous strategy of outdoing Qualcomm or Samsung in the high end.

This is definitely not what I envisioned happening when Silvermont was demoed at Computex in 2013. And frankly I don't think much of its chances at the low end against the ARM A53 which is a quarter of its size but has most of its performance at the lower clock rates in 28nm. Nor am I enthused by the idea of what 'Intel Inside' might come to mean for people buying a mobile.