Paul Otellini may be stepping down in a few months as president and CEO at Chipzilla, but you wouldn't know it by listening to him talk about the company, its strategies to take on a slew of new competition, and evolve to serve new kinds of customers with devices that are largely not Intel Inside. During the conference call with …
Did anyone here the Intel guy on the Today programme this morning?
Interviewer: Isn't the market swinging to Smartphones & Tablets?
Intel: Yep, we are addressing that with Ultrabooks and Windows 8
Interviewer: But Windows 8 is not a great success?
Go to PCWorld and 70% of the computers are running Windows 8
Interviewer: But isn't the market swinging to Smartphones & Tablets?
Intel: Yep, we are addressing that with Ultrabooks and Windows 8 ...
... et infinitum ...
I paraphrased but that was the essence. The company they grew great "by eating its own grandchildren" needs now to be eating somebody else's (hello Qualcomm & ARM).
Are they in complete denial?
Re: Ostrich Corp
>Are they in complete denial?
No, Intel are going to some lengths to communicate their efforts to tech blogs with a penchant for benchmarks. For example
The jury is still out, but it would seem the race isn't over.
Re: Ostrich Corp
IF it's still the Intel of old, I expect that they have a plan B. Remember when it looked as if AMD had stolen the server market from Intel? The Opteron outperformed the Xeon at virtually all levels, and on top of all that AMD invented the 64-bit X86-compatible CPUs.
But Intel came out on top, because they'd never actually stopped developing the Pentium-3 architecture. They'd just mostly stopped selling it. And when the P4 architecture disappointed, plan B came to the front.
Plan B today might be "if you can't beat them join them". Pay license fees to ARM for the CPU design, but use their fab technology to make the fastest lowest-wattage ARM cpus in the marketplace.
Only the paranoid survive ... but also every corporation that reaches the top has no-where to go but down, and usually doesn't know how to descend slowly and gracefully.
INTC stock is remarkably cheap. The bankers are writing them off ....
A 27% drop didn't please Wall Street
Intel has been treading water for quite awhile and now they need to come up with a different Biz model or become a boot note.
Who can name two Intel successes in the last decade or two?
Outside the Wintel market, that is.
Lots of cash burned on plenty of visible failures, from WiMax to Itanic.
Undisclosed amounts of cash burned on maybe not so visible "interesting" corporate acquisitions, from McAfee (who? and more importantly WHY?) to Wind River (the formerly chip-independent VxWorks embedded OS) to Virtutech (the formerly chip-independent SIMICS chip+system simulation package).
Intel. The x86 company. Enjoy it while it's relevant.