If you are long INTC and worried - Listen to Paul Otellini at the Bernstein Conference
I liked this part:
"We are increasing the lead that we have in the industry..... We did High K 4 years ago
@ 45 nm. People are barely figuring that out today.
Trigate, we are at our 2nd generation. No one's figured that out.
They aren't gonna figure that out."
He actually said this. They aren't gonna figure that out.
It took Intel 10 years to figure it out. It will take them at least 5-7 years. It may be too late by then. Trigate is a HUGE breakthrough, should make Intel the Performance leader for the forseeable future. ARM cannot compete in Performance or Power.