Lost out? I'd say they are down a field goal early in the first quarter in mobile. This is going to be a VERY long game and no one has a deeper or more talented team.
I agree. It's amazing how shortsighted some can be.
"Lost out" is past tense by the way. I think having 0.6% mobile market share counts as having "lost out". The context of the discussion was Otellini's past tenure and its influence on the stock price.
Now, going forward ... it remains to be seen how successful Intel can be against very well capitalized competitors that may not be just component suppliers like Qualcomm but vertically integrated companies like Samsung and Apple that add value beyond just having a kick-ass microprocessor.
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