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benthompson's profile
Ben Thompson
Ben Thompson
Ben Thompson
Verified account
@benthompson

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Ben ThompsonVerified account

@benthompson

Author/Founder of @stratechery. Host of @exponentfm. @notechben for sports. @monkbent on other networks. Home on the Internet.

Taipei, Taiwan
stratechery.com
Joined December 2006

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    1. George Ou‏ @GeorgeOu 3 May 2013

      Would have been great analysis if the basic facts right. Intel makes $ by having great design & are strong in mobile. http://bit.ly/1217kuH 

      1 reply 0 retweets 0 likes
    2. Ben Thompson‏Verified account @benthompson 3 May 2013
      Replying to @GeorgeOu

      @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

      1 reply 0 retweets 0 likes
    3. George Ou‏ @GeorgeOu 4 May 2013
      Replying to @benthompson

      @monkbent ARMH profits = rounding error for Intel. No way Intel manufactures low margin ARM chips unless Apple makes deal buying Intel chips

      3 replies 0 retweets 0 likes
    4. Ben Thompson‏Verified account @benthompson 4 May 2013
      Replying to @GeorgeOu

      @GeorgeOu meanwhile, fabs in real danger of running below capacity.

      1 reply 0 retweets 0 likes
    5. George Ou‏ @GeorgeOu 4 May 2013
      Replying to @benthompson

      @monkbent Intel said $199 Bay Trail Win8.1 tablets coming this year. Couple that with Atom Android tablets & they'll ramp volume soon.

      1 reply 0 retweets 0 likes
      Ben Thompson‏Verified account @benthompson 5 May 2013
      Replying to @GeorgeOu

      @GeorgeOu there certainly are a lot of major players hoping that strategy is successful...

      12:14 AM - 5 May 2013
      0 replies 0 retweets 0 likes

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