Intel's (INTC -1.6%) tablet momentum isn't enough to offset continued PC weakness, and thus 2H...

|About: Intel Corporation (INTC)|By:, SA News Editor

Intel's (INTC -1.6%) tablet momentum isn't enough to offset continued PC weakness, and thus 2H estimates are at risk, argues JPMorgan's Christopher Danely. Though Intel is beginning to pick up Android tablet wins and could benefit from a flurry of new Windows 8 tablet/convertible launches, its tablet CPU ASP is well below its PC CPU ASP. Morgan Stanley estimates Intel's Atom tablet CPUs will have a $20 ASP in 2014 and 2015.