No ARM based company can match Intel's internal Fab advantage expect Samsung. The rest will be out-priced from the market as neither Intel or Samsung have to pay 40% of their chip profit to an external foundry. As for the so-called bribes this is a game that Intel can continue until the end of time because PC/Servers allow this spare money to be used in this way unlike poor ARM licensees like Nvidia who have to rely on profit measured in hundreds of millions not multiple billions. You can bleat all you want about bribes but that still won't prevent Intel becoming the leading merchant chip mobile supplier in the future. Anyway these losses disappear when all Intel's mobile chips are 14nm because they will be cheap enough then with the right platform costs and the right level of integration for their markets without requiring subsidization. Part of that $4bn is also LTE modem investment something cheap old Nvidia also can't afford.
and you are being hypocritical as Nvidia's gpus have subsidized the loss-making Tegras since their creation yet you don't have a problem with that and appear to see and support the long-term strategy in that.
Well Intel's mobile market share has improved drastically from 0% and zoomed past Nvidia in the time we have been discussing this so obviously some of the competition has become thru during that time when you bleating Atom was a joke and would never gain traction when in fact it killed your beloved pet o/s Windows RT stone dead and slapped Nvidia in tablets and now phones. My mantra has always been that Intel 's rise in mobile would be a multi-year, multi-decade attritional battle where its advantages in being an IDM with great IP and great Fabs would wear its opposition down year on year like it did in Servers and that is exactly what is happening now unlike the spectacular failure you claimed would happen. The trouble with you is you can't envisage strategy that involves many years and therefore dismiss the intermediate steps. You have a short attention span requiring instant gratification and expect companies to act the same way. It is like arguing with a petulant child and at your age you should know and act better,
Intel had to subsidize its Server division by billions too originally but that was worth it as that money is coming back in spades now. Intel had to rudely crash the mobile market so it could get a foothold for future expansion and that is what it has done. Once all its mobile products are on 14-10nm this loss will reduce to nothing and then turn into profit as then all its products will be naturally price competitive and have the right level of integration for their markets. The trouble with you is that you don't have the vision to see what strategic investment looks like. How long has Nvidia been tinkering in mobile and how little market-share has it still got ? I suppose if that is all you are used to you can't recognize an industry giant going quickly for market domination as Intel is doing.
and none not running full Windows 8 which shows that MSFT is not hindering x86 tablets just like it won't hinder x86 phones if users want a fuller windows experience. x86 has already made inroads anyway with being enabled for Windows 10 Mobile as it wasn't for Windows Mobile. Adding desktop mode for a premium x86 Windows 10 Mobile brand is just a logical next step and will happen eventually, it is inevitable.
' the point being that these (small) tablets can't run full legacy windows even when using an x86 core.'
You are wrong, they can, Intel just chooses to disable the feature just like other features it disables like hyperthreading in lower skus etc. It can be switched on overnight with a software update upgrade for x86 if needed. This really is not a problem, just a marketing sku differentiation and anyway there are also no Atom tablets that do not run full Windows 8.
Feb 2nd 2011 (26.17) and Feb 17th 2011 (26.01)
'I tried & tried & tried again to let him know there's money to be made without using INtel fabs'
and your problem is that you think Intel only makes money with its Fabs and not its IP which is even more naive.
The only snag with this childish post is that you was pumping NVDA at 26 in 2011 and it still has not recovered from then ;-). INTC meanwhile is well above its 2011 prices.
and just leave the ARM version as it is now, Windows 10 Mobile. Like I said this is not rocket science.
It's not the same problem because no-one in the world expects their mobile phone to run full legacy windows now unlike their Pcs and tablets it is clearly a *new* function rather than a *missing* one like RT. You can make it crystal clear by calling the x86 version - Windows 10 Mobile Desk or something similar. Seriously you really do reach for your strawmen !
Eventually a gigantic clue-stick will thump MSFT hard enough for it to realize that the route for it to obtain mobile differentiation is not to ape Apple or Google years after they created their markets but for it to migrate as much of full windows functionality to mobile devices and only x86 enables this. Reminds of that famous Churchill saying "You can always count on Americans to do the right thing - after they've tried everything else." , just substitute Microsoft for Americans.
' This is the RT communication problem. '
It's quite simple, just call the x86 version - Windows (Mobile) 10 Professional and the ARM version - Windows (Mobile) 10 Basic. It's not rocket science to differentiate your o/s due to functionality and MSFT have done it for years, e.g. windows basic, professional, student, server etc. This is a total non-problem.
The company *has* to defend 2.85 with buybacks otherwise future easy upwards elasticity like we just saw with the rise to 4 will be lost. There is just too much volume wrapped up in the 200 DMA/SMA and older moving averages (LMT sale and earlier) that needs to be supported otherwise it will turn into a hard resistance ceiling.
Intel should also look at adapting the WindowsRT version of Office for x86 so that there is still some Office functionality when not docked. There is no reason why MSFT can't actually get a decent overall traditional Wiondows experience for phone users pooling all the development it has done so far and adapting it for x86.
You are completely right, enabling a full desktop windows ability when docked could open up a whole new lucrative market for Msft and Intel. Mobile businessmen would love it.