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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread -- Ignore unavailable to you. Want to Upgrade?

To: Boca_PETE who wrote (6591)	10/29/2011 6:00:14 PM
From: marc ultra	1 Recommendation Read Replies (1) \| Respond to of 10065

Pete re "Is it wrong to note that INTEL's geographic sales stats are a function of where products (ie. iPhone, iPAD, and other gadgets) are being manufactured, NOT WHERE SUCH PRODUCTS ARE SOLD? Yes it would be wrong because none of AAPL's mobile devices like iPads and iPhones don't have Intel inside, just their Macbook laptops and PCs do and that is a tiny thing for INTC. I think the important point to be taken from that is the smart device mobile world is now divided into AAPL and non-AAPL and APPL is so dominant that the non-AAPL doesn't count as much but the next most relevant is android which devices which also don't use Intel. ARMH is to mobile devices as INTC is to PCs and ARMH doesn't make the chips but designs them for others who are using non-INTC chips. I'll also note that while places like China and Brazil are the growth markets for PCs for INTC these people aren't stupid or old they are just emerging so they're a bunch of years behind. They will move to the smarter mobile devices like the more developed countries and and other Asian countries have been doing so, so INTC is really grabbing on to a slice of giant markets that are currently buying a lot of PCs but will increasingly also quickly move to mobile devices so we have a small window in time here where PCs are still very important to INTC. They're not stupid people though, quite the opposite and while they have been caught a little flat-footed in mobile I'm sure they'll get processors into these devices and be a significant competitor to ARMH based chips. But ARMH has a big head start and INTC has a transition to do as they were never oriented toward these types of chips in the past.