Over the past few weeks there has been a lot of chatter regarding INTC taking some of the iPhone business away from QCOM.  The article/blog (I forget) I read suggested it could be as much as $800M per year, which is small relative to the overall yearly revenue.  This blog seems to suggest it could be a lot more, possibly $1.5B. Still it is a positive as it can be said that it is finally participating in the Mobile boom.

blogs.barrons.com/te...s-bmo/