patrick.net

I think the best analysis of why intel will fail at entering the arm/cell phone market is that they're intel. No one wants to deal with them, unless they have to. They're there right now because there is no alternative. Even they couldn't convince people to give the itanium a shot. People want x86, and they don't want anything else.

If we do get to a point where people want something else (like tablets, cell phones, etc) they won't choose intel, because they're intel. It's not worth the headaches and legal battles to do business with them.

Kevin says

My gut feeling is that intel will not be in the consumer CPU business 20 years from now, and will instead focus on server chips, and other semiconductors.
This could still mean that they do well, of course. As more and more processing moves server side, intel will thrive.

If the Handset is considered the Client where prices will continue to drop and IT infrust. being the Server which provide the backbone of all handset services, I think Intel will do very well focusing on Server side which the bigger telecom clients will continue to use.

At the end, while you may not visably see it.. Its still Powered by Intel.

You have to look at the financials, both Yahoo and Google have those, it's public information. Does the stock price match the reality?

This hyena is getting a little tired. If I'm a trader ( I 'm not), this could be a good time to take profit.
kt1652 says

There are some really bullish short term signs for intc.

INTC taking a big dump today. Way more than the market as w whole.

That's what you get with bad results.
They should try selling processors, like, faster than 2 years ago.