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Subject:  Re: INTC: Value stock? Date:  11/18/2012  10:05 PM
Author:  captainccs Number:  12412 of 25375

The reason for the smiley is that there really are not any ARM servers.

You are not looking hard enough. ;)

I see this as a bit different. ... Intel is giving AT&T the option to buy a phone directly from Foxconn for $200.

We agree on that. But it's an inferior product...

You are making some assumptions here about phone quality that I am not sure are valid.

...hardware-wise it's a perfectly good product. But it's no iPhone. Maybe not even an Android. What differentiates these phones is not the hardware but the software, the OS, the human interface. When Intel sold PC motherboards it counted on Microsoft to provide the software.

The Orange Intel phone is Android:

Orange San Diego review: Intel does phones, finally

Despite all the technological wonders of Intel's Fabulous Fabs, which I don't ever deny, it's still the software that really counts.

Denny Schlesinger
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