Replies to post #128917 on Intel Corp (INTC)

[wbmw]

Yes, can't wait for another Zenfone or a Yolo!

I'm hoping for another Motorola design, or something nice from LG or Lenovo. Most of the popular lines also have "mini" versions with 4" displays that end up being very high volume. Do you think Merrifield has no chance at any of these? That would be very disappointing.

[wthdik2]

This has basically become a joke and, frankly, I'm starting to kick myself for not trimming my position at $27+.

TXN shares have gone from 25 to 40 since they decided to get out of the mobile biz....so your bullish Intel stance may end up being right for the wrong reason.. :<)

[DavidA2]

Perhaps that's what Intel needs to do. I think taking large chunk of Smartphone market is now a lost cause for them. At least in Tablets they are #3-4 in CPU shipments and beats Qualcomm.

I can see(with a bit of stretch) their ambitious shipment estimations on Tablets. I can not see that with Smartphones.

Broxton, since they'll unify platform, should focus on using cheaper die-harvested processors from the high end Tablet market, so they'll get low-mid end. Forget about getting high end Smartphones/CPUs at all. Use Tablet for that.