Do you really see them making a meaningful dent in this space? Given their PC/Notebook dominance (and the accidental birth of Netbook), its natural to see them talk “PC” and mobile in the same sentence. However, I see >B phones sold each year with no Intel content (leaving aside the flash). So why is the world really waiting or caring for Atom? They will have to fight ARM based SoCs on their merits and I dont see the value prop – do you?

Thanks for your thoughts in advance.