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Brian Krzanich is a "well-respected insider," but he lacks the "market acumen to lead [Intel]...

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.
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Comments (6)
  • Cincinnatus
    , contributor
    Comments (4136) | Send Message
     
    Margins aren't solely determined by selling prices. It should be obvious that cost per die matters, which is really determined by cost per wafer and the number of good die per wafer. Smaller die means more die per wafer.
    2 May 2013, 02:25 PM Reply Like
  • Jerryd108
    , contributor
    Comments (62) | Send Message
     
    So happy I don't have to listen to Piper; they are simply wrong.
    2 May 2013, 02:49 PM Reply Like
  • redarrow5150
    , contributor
    Comments (1126) | Send Message
     
    Former INTC Chairman Craig Barrett was on Bloomberg with Emily Chang and gave a great interview. To sum up great internal candidates and board didn't need to take 6 months but understood why they did it. Interestingly he said he's heard 6 times over the course of his lifetime about the death of the PC and said it's being overtly exaggerated by analyst.
    2 May 2013, 08:08 PM Reply Like
  • Sam Liu
    , contributor
    Comments (3864) | Send Message
     
    " Apple is committed to in-house processors"

     

    Perhaps it should read Apple gadgets are committed to in-house processors. Has the writer forgotten that Apple makes and earns from its computers.
    2 May 2013, 10:18 PM Reply Like
  • Sam Liu
    , contributor
    Comments (3864) | Send Message
     
    "lacks the "market acumen to lead [Intel] during a period of tectonic change,"

     

    didn't Otellini say he missed something (like the change to mobile). Is this compounding the situation?
    2 May 2013, 10:25 PM Reply Like
  • redarrow5150
    , contributor
    Comments (1126) | Send Message
     
    Barrett said that Qualcomm is $30 billion dollar company that is only in phones while INTC is over $60 billion and not much from phones. I never thought about it that way.
    2 May 2013, 10:31 PM Reply Like
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