Industry Expert Blogs

Since the introduction of Apple’s iPhone and then the follow on iPAD, it has been Wall Streets frame of reference that Intel would be playing defense as the PC market slid into oblivion and therefore a Terminal Value should be placed on the company. Intel’s Q4 2011 earnings conference call provided a nice jolt to the analysts as Paul Otellini signaled a massive Home Run to the Upper, Upper Decks is coming. The result of this is that a whole slew of Fabless Companies are about to get their functionality integrated into Intel’s smartphone, tablet and ultrabook platforms courtesy of the low power 22nm and 14nm trigate processes.

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