It's hard but try to position based on this:
BK's hot areas in PCs:
2-in-1 laptop-tablet hybrids, growing more than 10% per year
Gaming PCs, growing at 10%/year
Home gateways, TV set-top boxes, growth, Intel gaining market-share
Non PC Growth:
Datacenter
Internet of Things, 22% growth YoY
Memory
Connectivity
holy hot damn... seriously... those are BORING categories.
If that is what Intel is counting on to save the ship, then that ship is gonna sink as sure as the Titanic was doomed upon first listing. Man are you guys Kool aid soaked.
Home gateways.
2 in 1 tablets. 10% growth.
WOW. These are LOSING categories, with thinking like this, no wonder this ship is teetertottering.
Too late for realignment, if you are not associated with one of the groups above, you may be in trouble