Replies to post #127202 on Intel Corp (INTC)

[cooler]

I should have left the last line out. Sorry about that. I have read all of your writings and appreciate your insight on numerous occasions.

cooler

[chipguy]

the largest secular growth market for performance-oriented chips

If mobile devices were really "performance oriented chips" then
they would selling for a lot more than $16-$20 ASP to go into
$200 to $500 devices.

The market has a pretty flexibile minimum requirement for CPU
peformance and little upside to bringing more CPU performance
to the table. Sales are mainly determined by non-CPU features
and functions, device pricing, and system level costs (for smart
phones especially those related to RF functions).

If Intel management had any unrealistic expectations for success
in mobile it from was over-estimating the importance of the CPU
side of things and not taking ancillary functionality and BOM
level cost minimization by integration seriously enough.