Your Quote:"Meaning the perception taht ARM tablets have better battery life and weight/size charecteristics will continue for at least several months from now. "
"Everyone" believed that Intel was at a handicap for low power devices. The perception changed after IDF 2011 when Intel showed off the first reference phone and tablet designs, and the first disclosure of the Haswell low power capability. A significant part of the market began to believe that Intel would be able to handle the consumer transition to the tablet/handheld devices, and the stock began its upward climb. However in Q3 2012 the first signs of the upcoming Windows 8 disruption began to show up, and finally the Windows8 disruption of Q4 really tanked the stock, and the old tale of Intel being at a disadvantage w.r.t to ARM reached a frenzy in Nov 2012,particularly since no Intel based tablets had shown up.
Since December no one talks of the power dissipation issue anymore. The entire technical press and practically all journalists have accepted the fact that Intel can do low power. However everyone is awaiting the consumer response to Intel tablets. The immediate question for the financial community is when will the Intel client market recover, and earnings regain the upward trajectory ? Intel based tablets were practically non-existent in the Christmas season and that put a big dent in the stock price. If Intel based tablets show up at all price points within the next few months and find wide acceptance, the perception of the financial community will improve.
Regarding the phone space, the lack of an Intel based US phone continues to be an issue. For the MWC I am looking for the number of new Intel based designs from the likes of Motorola and other phone manufacturers. Intel may have reached parity with others, but it takes sustained technical superiority to gain major share against incumbents. I do not think that Intel can demo Baytrail performance and power benchmarks at MWC. Hopefully at IDF China ?
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