Replies to post #131847 on Intel Corp (INTC)

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I think they screwed something up, maybe graphics drivers, but I'm not sure.

I've sent an e-mail to the lovely PR team. I'll get an "official" answer soon enough :-)

[mas]

How much sense does it make to announce huge contra revenues and then not to release the product and wait instead to make it cheaper?

It makes perfect sense when the investment community reacted so negatively to the 1.5% margin hit that came along with it. As the months rolled by that seemed the most likely reason to me too and said so here many times. They might still need contra-revenue for the ancillary chips like gps but that's more closer to $2 than $20 and the margin hit won't be 1.5% accordingly.

I don't believe the Windows Bay Trails need subsidizing as they have no effective competition in their performance/power class that is fully Windows compliant e.g. Windows RT and AMD chips.

So I believe what will happen now on Android is that the Bay-Trail entry chips will sit in between Clovertrail+ and Merrifield/Moorefield and above those 22nm chips will be Cherry Trail and Broxton when they are released. Intel has done the right thing with Bay Trail on Android as it obviously missed its release window to be an all round top-end chip and will push Moorefield there instead when it is released. Ashraf agrees ...

http://www.fool.com/investing/general/2014/03/30/intel-prepares-more-competitive-tablet-chips.aspx


TA-wise if INTC can stay above 25.85 which is where some sticky 15+ year old moving averages are positioned it should move much more freely in an upward direction if earnings don't disappoint this time.

[Redwood1205]

I believe the reason was Google and Microsoft protesting dual OS tablets.
Intel was willing to cover the extra cost of having higher performance tablets that were dual boots(potentially Android only). The OEM also had a better product because customer could add windows.
If tablets had to be Android only, they were to expensive and neither Intel or OEM had a reason to subsidize.
Intel now has lower cost version for Android and 64 bit at that.