Brian Krzanich is a "well-respected insider," but he lacks the "market acumen to lead [Intel] during a period of tectonic change," says Piper about Intel's (INTC +0.3%) next CEO. RBC is more positive, and thinks Krzanich is behind Intel's foundry efforts. Krzanich takes over a company with huge scale and a manufacturing process lead, but which arguably faces both tactical and strategic challenges in mobile. The tactical: Apple and Samsung are committed to in-house processors, and Qualcomm has a major lead in integrated baseband/app processors. The strategic: even if Intel's mobile share soars, ASPs for mobile processors are well below those for PC CPUs, thus cannibalization could still take a toll.