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To: The Ox who wrote (2846)	11/21/2013 2:33:36 PM
From: robert b furman	Read Replies (1) \| Respond to of 8251

Today they announced that in 2014 they will be shipping four times more application processors for tablets. The trigate 14nm process will save energy and compute very fast vs the competition. Couple that with stcking the memory on top of the chip vs beside it and computing speed will be unapproachable. In the longer term Armh design chips will be looked back at just the first design for mobility. I think even Samsung will have troubles catching up to intc - ditto for the Taiwan fabs. Now the big question is doies all the software centric routers supposedly taking market share from Csco give us the same concern that Intc was losing market share to mobility products. Big ships hard to turn ,but all the money in the world to win in the longer run. Bob