This guy nailed it. How's Intel gonna beat Qualcom?
I have the Razr M. The Qualcom S 4 is a WICKEDLY good processor. Qualcom is going to come out with evern better ones. Give me some reasons that Qualcom will stumble????
Comment from SA Article:
I really would like to own Intel in my DGI portfolio because their fundamentals are great, but as a Software Engineer I am worried for Intel in the future. Intel tries to get in the mobile market with their Intel Atom processors, but that can't catch a break comparing to Qualcomm S4 processors and Qualcomm's future line-up. The desktop and notebook market is collapsing.
Another 'problem' with Intel is that their current desktop processors (i3, i5, i7) are so good, that customers don't need to replace them very often. A Core i7 released in 2010 is still enough for most consumers. The new generation (Haswell) is great, but do consumers really need this new chip? The 'old' Sandy Bridge and Ivy Bridge are still fast enough and do they need to be replaced in about 2-3 years? I don't think so.
With the new game consoles around the corner (PlayStation 4, Xbox 3) some traditionally PC-gamers will not upgrade their PC and instead switch to a next-generation game console (both powered by AMD).
so I really like Intel as a company and their fundamentals are great at this moment, but I'm afraid they can't keep it this way.