Few analysts are publicly venturing any guesses about how well Intel will do in smartphones with the power-hungry Atom processor, even though Intel is already very late to the smartphone game. Some believe Intel should invest in an ARM-based technology to try to catch up, but Dulaney disagreed.
"Intel does not need to buy ARM technology," Dulaney said in an email. "Intel will be fine if they can get the power consumption down in the 22nm and 14nm [Intel chip] worlds when they get here."
Sign up for CIO Asia eNewsletters.