Okay, so you guys realize the whole "Intel has no mobile strategy" is propaganda, right? The company is feverishly working on SoCs based on the brand-spanking-new "Silvermont" low power core. It further wisely purchased Infineon's wireless division for modems/connectivity, and has also been snatching up a bunch of SoC related companies.
How can anybody but the most ignorant fools think that Intel "has no strategy"? It takes time to design and validate chips.
Of course, the media and the hedge funds need Intel down, so you'll probably continue to see the stock get beaten down. Nevermind that Intel is shipping smartphone and tablet chips that are highly competitive, but hey, Intel has no mobile strategy...
ARM Holdings ARM.LN +0.20%, whose chip designs dominate the smartphone industry, expects its processors to be in more than 10 percent of traditional PCs or tablets by next year.
The British chip design house anticipates its market share for traditional or tablet computers will rise to “double digits” in 2013, with market share for traditional PCs alone exceeding 10% by 2015, said Ian Drew, ARM’s executive vice president for marketing and business development, on the sidelines of a conference in Taipei Thursday. Mr. Drew said the company’s traditional PC market share is in single digits now.