Replies to post #126951 on Intel Corp (INTC)

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wbmw, love your honesty. You have never been one to disappoint when it comes to providing a healthy dose of skepticism and I think your points here are legitimate.

1. Apple (Intel has no chance)

Unless Intel starts building A-series chips! But, I fundamentally agree, Intel will never sell their own IA processors into this space. I should have qualified with "non-Apple tablet market".

Samsung (the latest Galaxy Tab design won by Intel is now back using Exynos - so what does that tell you?)

Bay Trail was late, not fast enough, and generally just inferior to Snapdragon 800? :-)

Amazon (Qualcomm has this ecosystem locked up for quite some time, IMO)

If Intel continues to be late with sub-par products, sure. If Intel starts executing well (2015 and beyond - 2014 is a bust, IMO), then I could see Intel winning this socket.

Nexus (If Intel has a design here, I'll believe it when I see it)

If Intel has a leadership product, then I could see this happening. No reason why not, actually, GIVEN that Intel's products don't under-perform like Bay Trail.

China (chips here sold at near-0% margin)

MediaTek gets ~37% GM for its chips. Intel, with its fabs, could probably win this business with a targeted design at 40-45% GM pretty soundly. Just needs the right product.

The problem with Intel isn't that it can't win most of these sockets, but it's that its products just blow. And I use this VERY harsh term because in this highly cutthroat market, either you're on-time with a great product, or you have a POS (since it doesn't make us, the guys who own the stock, money). Bay Trail is a POS, just as Tegra 4 was - losers for their respective companies on a profit basis.

Unfortunately for Intel, NVIDIA got its act together with Logan and Qualcomm keeps pushing on ahead.