Replies to post #114123 on Intel Corp (INTC)

[chipguy]

The criticism is beyond ridiculous.

Basically the criticism boils down to "Intel is not Apple" and
lacks the fanatical religious fervor driving its valuation and
press.

[mas]

I walked everyone here through a detailed timeline of events that occurred starting with the launch of iPhone and iPad, and Intel under PO's leadership has done everything correct.

Sure in a reactive way but technically what was really stopping Intel bringing out 32nm Medfield and CloverTrail in 2010 with their first 32nm product, Westmere, except lack of mobile integration emphasis on Intel's part ? Can you imagine what Medfield and CloverTrail would have done to the A8 powered iPad/iPhone in 2010 or what 22nm BayTrail could be doing to this year's ARM products ? Intel could have had mobile leadership if the mobile designs had kept up with its process lead. As it now happens Intel's mobile designs will not catch up with its process lead until 2016 on 10nm. Better late than never but still an opportunity was missed to be a leader on this fastest growing segment of the computer industry and with x86 too if more resources had been thrown at it earlier. This is what the Bears are fundamentally complaining about.