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To: smooth2o who wrote (5497)	4/7/2012 11:49:46 AM
From: neolib	of 9758

Oh I agree its very different for Intel. And MSFT. Both were slow to wake up to the fact. But what is not different is that Intel is trying the same approach that they ended up with in the PC space, which is taking over platform development, and doing this from an engineering perspective, not a design perspective. As I keep pointing out here, the story of better performance from CPU's is no longer an interesting story. Its not what consumers buy, because performance has largely outstripped needs. Instead, it is functional innovation that is needed, and this is what Apple excels at (and Intel sucks at). Intel trying to foist ever higher performance, but lackluster products on OEM's is not going to help either Intel or the OEM's out against Apple.

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To: smooth2o who wrote (5500)	4/7/2012 11:57:38 AM
From: neolib	of 9758

I've stated many times that Intel will not like the margins in the smartphone space. They keep thinking they will get a premium for x86 in a space that does not want x86. Why the disconnect is something you should ask Intel, not me. But history can at least point out that Intel has already wasted lots of $ trying in this space, and so far has nothing to show for it. Multiple generations of products have swirled down the drain, and they keep trying. I suspect its because, unlike you, they are well aware that PC's are very vulnerable to mobile gadgets, and if they cede the mobile gadget space they are in essence ceding the future of consumer computing. I think they are awake enough to know that would be very unwise, so they are trying to do something about it. Unfortunately, for a company long accustomed to operating as a monopoly and enjoying the benefits of that approach, the world no longer looks quite so inviting...

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To: To The Moon who wrote (5505)	4/7/2012 8:31:53 PM
From: neolib	of 9758

I do try to look at facts, not fantasy. Its a very well documented fact that Intel has enjoyed near monopoly control of CPUs in the PC era (a good 3 decade run), and they very vigorously worked at keeping it that way via lawsuits to protect their x86 market. The ARM SOC world turns Intel's world upside down, and what they can do about that remains to be seen. As I keep pointing out, Intel's customers are well aware of history, so why they would abandon ARM and place their future within the sole sourced care of Intel, and HOPE that Intel shares some margin with them, is a bit laughable. You might not that Medfield based products don't yet seem to be flooding the markets. I'm sure Intel can produce them in quantity, so whats the problem?

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