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Intel Corporation Message Board

  • imbluesclues imbluesclues Nov 29, 2012 9:30 PM Flag

    INTEL is going to get some dim sum

    Increased competition from Intel: Mobile devices are almost completely reliant on radio components. Intel's (system-on-a-chip (SoC) – codenamed “Rosepoint” –allows Intel (NASDAQ: INTC) to fully digitize WiFi components. In other words, Intel has built a near-infinitely shrinkable Wifi radio that only it is allowed to make, with an implied markup of around 600%. Ultimately, Intel may be able to shrink Rosepoint down to 14nm. Qualcomm will have to find a way to respond to this disruptive development within the next two years without violating Intel's copyrights.

    Sentiment: Strong Buy

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