Would have been great analysis if the basic facts right. Intel makes $ by having great design & are strong in mobile. http://bit.ly/1217kuH
@GeorgeOu of course they'll keep the design. But they'll add contract mfg which over time will make up more and more of business
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@monkbent ARMH profits = rounding error for Intel. No way Intel manufactures low margin ARM chips unless Apple makes deal buying Intel chips -
@GeorgeOu meanwhile, fabs in real danger of running below capacity. -
@monkbent Intel said $199 Bay Trail Win8.1 tablets coming this year. Couple that with Atom Android tablets & they'll ramp volume soon. -
@GeorgeOu there certainly are a lot of major players hoping that strategy is successful...
End of conversation
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