re:Intel could do all this on Android. Reference platforms aren't new to Intel, either.
No one understands Intel's strategy & Intel management has done a terrible job trying to explain it. Thus, the stock keeps hitting 52-week lows on a daily basis, with an absurdly low PE. The uncertainty is destroying the stock. I hope Intel management gets their act together real soon.
"There's a lot of reasons that just making a smartphone chip doesn't make sense.... There's no money in it"
How much money for makers other than Apple and to a lesser extent Samsung plus Android. According to the Digitrend article Apple raked in 71% or the profits. It looks to me it's a dog eat dog market with huge risk that could catch up to Apple if they don't keep up the winners. As far as Intel is concerned I am a long term and time investor willing to wait. It seems to me it is far simpler and less costly, and less risk to just make the chips. I agree that at $20 a chip it isn't enthralling, however, I trust Intel management to have worked through the goals. They have the competitive fabs, they need a knockout chip!
I admit that I am amazed with the appeal of the iPhone in particular and smartphone market in general. It is mystifying. My daughter calls her Motorola android a little buddy. A Star Wars effect? Therefore for me it is probably the right direction for Intel because the smartphone market is here to stay and I hope smartphones will become an compliment to the PC.
No question Apple has made a killing with the iPhone but from my speculative perspective I look at the downside. No assurance that Apple fortunes will continue. I wouldn't like getting caught in the upside rush and the downside could be sweet!
“Some food for thought from a very interesting article: “So, Apple was of course hugely profitable but here in this contest, the amount of profits is irrelevant, huge profits this quarter at the cost of winning the decade-long smartphone OS war, is very shortsighted indeed, better to optimize profit and market share to win the long game. All we want, is for the contender to be profitable in its smarpthone races, excess profits are good news for Wall Street and short-term investors but not meaningful in the Bloodbath, where long term viability is the point. So Apple gets no bonus for its massive profit haul, only that it clearly did good being profitable where many rivals are not. Apple scores a B-, a good but not excellent score.” http://communities-dominate.blogs.com/brands/2012/08/smartphone-market-shares-q2-full-numbers-samsung-and-android-solidifying-their-leads.html
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