ARM is well-established as a go-to provider for manufacturers of Android smartphones and Tablets. What motive would those manufacturers have for switching to Intel's new processors, the first one, perhaps named after an old friend and colleague of mine is simply called "Haswell?"
The Haswell I knew couldn't run fast but he could hold his own in any investment contest and he was a champion in my book when it came to retaining clients and customer loyalty. Perhaps Intel (which does rhyme nicely with Haswell) is hoping that just its name might be a powerful client magnet.
Last month Intel introduced another microprocessor with the code name "Silvermont." It has received mostly positive reviews so far and, like Haswell, it has both analysts and investors relatively optimistic.
This was reflected in a quote in the newspaper article I referenced. "It
For another perspective I'd encourage you to read Dana Blankenhorn's article, which sheds light on some other considerations. This is one of those critical moments in the corporate history of Intel. The company has made it clear that it has a strategy and a clear vision for how it can begin to capture at least a part of the mobile market. The question isn't whether it has the skill sets and capabilities needed to eventually succeed. The question is has INTC waited too long to get into this technologically essential "race" and can it win if it started the race with only one running shoe on? Meantime, the fundamentals look good for INTC and its current dividend yield-to-price of 3.55%. That represents a rather high payout ratio approaching 50%. It may be prudent if you're waiting to buy or add to your position to let this "runner" cool off a bit before the stock is ready to sprint much higher. At the time of publication the author was long AAPL. Follow @m8a2r1 This article was written by an independent contributor, separate from TheStreet's regular news coverage.