Action: ARM puts and Intel calls.
Timing: Trend looks solid for the second half of 2013. Early adopters might want to start sooner by taking an initial position and increasing it once and as the trend gains strength.
Poll of the Day
When will the Intel move up and the ARM move down gain serious traction?
F.) Whenever 14nm production goes on sale
G.) When the first big Broadwell/14nm deal gets signed