They are 24/7 going mobile. They missed it by 3 years. Do you think they dont get it? Thats why the stock is appperciating. They are the elephant and they WILL take this market. Watch..... Seen this movie their mistake was the chance to buy intc before they take this market also.
I agree with your asessment of the Fool article, the author IMO is ignorant & parroting old news without taking into account INTCs new chips mobile potential not to mention all the current strives & penetration into the USA/Europe & emerging mobile markets.
Few things to consider here.
1. PC sales down turn can be attributed to Haswell on the horizon. I'm waiting for Haswell, I skipped Ivy Bridge. Now looking forward to all new architecture. Will be buying as soon as it's available. Likewise I believe many, many PC users are adopting the same approach. Expect a boom in sales, as PC enthusiasts know the cycle and have been holding off their refresh.
2. Haswell, will usher in super power efficiency in Tablet-PC devices. ARM will have a performance disadvantage. AMD simply have nothing comparable in the power envelope.
3. The article is tunnel vision in the belief that intel's products are secular, and only suitable for PC's. Fact is that the toy ARM powered internet access devices (ipad/GalaxyPad,tegraPad) are not computers. Intel's range of products will be fully functional computers in guess what, in a Tablet and/or possibly mobile phone form factor.
4."When Intel developed its x86 architecture, raw computing power was the primary objective. You can think of Intel's x86 architecture as the equivalent of an American-made muscle car of the 1960s -- a powerful, yet inefficient gas guzzler. This is contrary to chips based on ARM Holdings' (NASDAQ: ARMH ) architecture, which are more like your eco-friendly fuel-efficient vehicles."
Should have read: "When Intel developed its x86 architecture, raw computing power was the primary objective.This is contrary to chips based on ARM Holdings' (NASDAQ: ARMH ) architecture, which are more like your eco-friendly fuel-efficient vehicles."
"You can think of Intel's NEW Haswell x86 architecture as the equivalent of high performance car of the 21st century -- powerful, yet super efficient. You can think of ARM's RISC architecture as the equivalent of LOW performance car of the 21st century -- limited in capability, without any features (air/electrics/entertainment), though efficient on gas."
I don't know why I even read Motley Fool. They are so contradictory. First they say Intel can't catch up in mobil; then they say it's taken 3 years and now Intel is ready to catch up in the mobil market.