Replies to post #120905 on Intel Corp (INTC)

[wbmw]

from the report: Other Intel® Architecture Group revenue of $942 million, down 3.7 percent sequentially and down 15.0 percent year-over-year.

>> Are Tablets and Handsets in this Group?.....if so, is Intel paying OEMs to use Intel kit?

That's what I thought initially, but I don't think the numbers necessarily support that. Clearly, the revenues are down, which is indicative of the limited ramp in volumes that we knew would reflect the current quarter. However, the cost side could be due to actions Intel is taking internally to accelerate their Atom roadmap. The costs in the tables you refer to aren't strictly variable costs, and so you can't assume that the additional costs can be mapped to die cost and pricing.

[mas]

http://beta.fool.com/markhibben/2013/07/19/is-the-cost-of-intels-entry-into-mobile-too-high/40831/