Have you heard about any new AMD tablet or any new ultrabook with AMD inside? In the stores, I only see Intel ultrabooks and PCs...seems computer manufacturers have given up on AMD. This means that Intel has 100% of the market now. I think we see good earnings from INTC in 2013. Also, new Haswell for convertibles and Clover Trail chips for tablets and smartphones coming. And Bay Trail may make an early entry in 2013 too. Goldman and Citi #$%$ today is good time to buy!
Clover Trail tablets are starting to gain traction and z2580 chip with LTE should be available in multiple phone models in 2013. BTW, Motorola Razr i selling very well in Europe and SA...and will not start selling in China.