Replies to post #120986 on Intel Corp (INTC)

[wbmw]

Nope, you can buy Tegra 4 today

I stand corrected - but I gotta say, I'm a bit surprised, given the "stealthiness" of the launch. At least this reviewer didn't seem all that enthusiastic:

The Excite Pro seems like a reasonable effort from Toshiba offering some great hardware for less than the cheapest iPad. However, the Nexus 10 is the thorn in its side offering essentially the same tablet for less money. Stay tuned for our full review soon

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Really? "Essentially the same"...?

[wbmw]

I don't expect 20nm Snapdragon devices to show up until Q3/Q4 2014, given that the first 2% quarter will be 2Q 2014.

I expect Qualcomm to show off pre-production parts at MWC'14 (February), and we'll start seeing phones in Q2, followed by more devices en masse in Q3/Q4. I expect the part to be a shrink of Snapdragon 800, but with the goodness to come from lower power dissipation, driving quad core further into phones.

Intel needs to ramp Merrifield quickly, as it will be hard pressed to go against Qualcomm's quad core 20nm part. Although - if Intel prices it right, Merrifield would make a *damned* good mid-range part, given the power efficiency, and what I expect to be outstanding performance for a dual core.

I am somewhat aligned with your take that Intel's phone prospects may be as a "second supplier" or go the mid-range route, but in tablets the quad core Bay Trail should be the fastest and most power efficient product in the market able to ramp to high volume through most of 2014. And by late 2014, Intel's 14nm parts should be hitting the market, increasing their lead, and their MSS prospects in phones.

[mas]

you can buy Tegra 4 today

Two out of the four reviews mention overheating. A15 strikes again ?

http://www.amazon.com/Toshiba-Excite-AT15LE-A32-PDA0EU-00101Y-10-1-Inch/product-reviews/B00D78Q2NQ/ref=cm_cr_dp_see_all_btm?ie=UTF8&showViewpoints=1&sortBy=bySubmissionDateDescending