Just as we both predicted - ARMH is now back above $50. Does the market realize, however, that despite the "we'll fab for anybody" bit that Intel could do the exact same thing that it's doing with tablets to phones? ;-)
I think people are confused about contra revenue. Intel did not include $800 million revenue on tablets in their forecast for 2014 because it is being offset by a similar amount of contra revenue. So Intel is forecasting revenue growth for next year but it is being offset by other cost labeled contra-revenue.
Similarly, while they included modem revenue, they did not include any revenue from Merrifield or other AP's for phones in next years foreccast
BK's comments have set off another feel-good fluffy fantasy-feeding rise in ARMH but like Wallis said Intel is aiming straight for the price jugular against the ARMy now and that will happen a lot sooner and impact ARM revenues a lot quicker than any future theoretical fabbing of ARM chips by Intel.