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New Intel (INTC +0.6%) CEO Brian Krzanich has already signed off on a major reorg, one that...

New Intel (INTC +0.6%) CEO Brian Krzanich has already signed off on a major reorg, one that includes the creation of a "new devices" unit, Reuters reports. Krzanich has been promising mobile will become a bigger priority for the chip giant. "We see that we've been a bit slow to move in the space ... We're well positioned already and the base of assets we have will allow us to grow much faster."
Comments (4)
  • I have thought for a long time that Intel really needs to get more "devices" into homes and cars. I am long on INTC but still waiting for more developments
    21 May 2013, 12:28 PM Reply Like
  • Intel just got a lot more promising.
    21 May 2013, 01:38 PM Reply Like
  • Intel's move into mobile chips aggressively is really a mistake if the new CEO taking bold steps to divert corporate resources into mobile chips production, and marketing.

     

    The smart-phone's screen is trending up to 5 to 6" from 3 to 4". Why Intel's competitive advantage (smaller die size/ geometry) over its semi- competitors will prevail in the mobile world when enough is enough? I do see such fit at all.

     

    Yes, Intel can get into the mobile world only if they cut price , sacrifice margin to get a pieces of pie from others. What is that for to increase shareholder's return/value? this is value-destruction move for those "Long" Intel as I can see.
    22 May 2013, 01:02 AM Reply Like
  • Intel actually has chips in cars and homes and phones. These fall below the branding radar. These were cheapo chips. Some made by their smallest factories for incredibly long periods of time (F6-Israel?). Their HVM fabs have not been suited for making phone chips as these were a very low margin. now with the average user abandoning the Laptop and PC, Intel will have to be quite a bit more nimble to play in the phone world. BK sees that and is already moving players around to get results. Their mobile products group has underachieved.
    22 May 2013, 01:09 AM Reply Like
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