Stacy Smith was once seen as a possible CEO candidate.
Beats AMD to portable market.
But Nvidia may be a tougher opponent than Intel.
CEO Lisa Su's strategy is delivering.
Will be able to analyze sensor data locally.
He compared the billion dollar dispute to fights Qualcomm has had with other tech companies.
Trying to protect 90% market share.
Intel's Extreme Edition not arriving until October.
Thousands of phones with Intel chips overheated
AMD is nipping at Intel's heels with new Ryzen line.
Rumors don't add up.
Investors are dreaming of big licensing deals that may not come true.