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Author: TMFinept Big red star, 1000 posts Old School Fool Coverage Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 14195  
Subject: Re: FKA: INTC redux Date: 12/5/2012 2:54 PM
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Intel's process and manufacturing advantages and vertical integration are more than sufficient to keep its foot firmly in the door insofar as mobile is concerned for the time being. Its partnerships in the PC space will lead to design wins in mobile, I am quite certain.

Current Atom (Bonnell) architecture SoCs, as khrushchv points out, are already quite competitive with current ARM-based competition insofar as power and performance are concerned. Intel should be able to keep pace even without substantial architectural improvements thanks to its process technology - 22 and 14nm processors are already on the roadmap for 2013 and 2014 respectively. It should also be able to leverage the same process technology to push prices down.

That buys Intel time to bring to bear its excellent IP and design capabilities to continue molding the Atom SoC to suit emerging mobile needs.

Moreover, Intel does more than just make CPUs. They make GPUs (although these are not currently built into Atom SoCs). They make baseband chips. They make flash memory. They make memory controllers.

Intel has the capacity, moreso than almost anyone other than Samsung perhaps, to deelpy integrate components into SoCs and then spit out end product. How about a future Atom with all of the above items built in - imagine how much surface area that would save on a PCB. Imagine the power savings and the cost savings too. That makes for a very interesting potential play on the mobile space from a player that is currently considered totally out of the game.

I like Intel too. The demise of x86 is a red herring.
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