"Probably of all tech companies, Intel is the one I'd be most hardpressed to bet against in their core market." True, in Intel's core market (high-end server,

"Probably of all tech companies, Intel is the one I'd be most hardpressed to bet against in their core market." True, in Intel's core market (high-end server, desktop and laptop CPUs), Intel is nigh unassailable. No other semiconductor manufacturer in the world can afford to keep up to date with semiconductor manufacturing R&D on their own any longer. The handheld isn't part of Intel's core market though, and the MacBook Air doesn't quite fit, either. CPU margins are quite small now, outside of high end parts. That's less true for graphics processors right now. That's probably why Intel's going after the graphics market, but Intel doesn't have much expertise in that area, and it Also, as graphics processors becoming more general-purpose, the CPU will gradually become less critical to application performance...