Intel's CEO Discusses Q4 2012 Results - Earnings Call Transcript
I think fist of many is wrong about this. The line between a PC and a tablet is not so clear any more like they said in the conference call. It will use the same product, I don't see the weakness in that strategy. Also, I dont think the cloud technology is in danger where 99% of all workplaces in the world wont use the ARM technology. Social networks, yes that market is still developing but remember that Intel still has a significant technology advantage over anyone in the world. This capex spending is securing their position as a continuing world leader. Apple came in and cut into the market, but they have hit the roof with their products. Intel is keeping it's edge, I am not worried about that.