The recent announcement last Friday about increased revenue was due to modem win. However this was a no profit deal. With the revenue loss of McAfee next year Intel will be squeezed further by Apple. The management don't have the cojones to lower revenue.
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Apple has an interest in having 2 reliable resources for Cellular Modems. I believe they will do similar things on wireless connectivity where they rely on a single source (Broadcom).
Intel can create a smart deal involving x86 CPUs, Crllular and Connectivity products and still make good margins on the whole package. Apple gains leverage over Qualcomm and Broadcom.
Win Win for both companies.
Small squirrel that is quickly eating all its nuts
Haha. Sounds like Apple is a Python and Intel is just a small squirrel.