By Arsene Lupin:

Imagine you are this company:

  • You own about 90% of two markets (smartphones and tablets) that look like they are up-up and away as far as the eye can see (see Figure 1)
  • You are what mortal enemies (Android and iPhone) have in common (at least for now)
  • .. and at $12B and change, you have a market cap of less than the quarterly profit of Apple (AAPL). They could eat you with nary a burp.

So if the situation is this perfect, why write any further? Just back up the truck and arm yourself with ARM (ARMH)?

Figure 1. Tablets & Phones: Rising Tide as far as the eye can see (Source. Linley Group)

Intel's (INTC) why. After years of wandering the desert (denial, lack of acknowledgement about the importance of low power, whatever), Intel finally has a dog in the fight. Intel is using the billions it spends


Complete Story »