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raberto

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  • Apple Saves Intel's Mobile Strategy [View article]
    Samsung last may was also considered a "big win". What has changes since then?
    Jan 23 05:27 PM | 1 Like Like |Link to Comment
  • Intel's Mobile Torment [View article]
    and there you have it in a nutshell to provide a good straightforward current situation analysis. no amount of fluff, crystal ball hazing or intel uber optimism can credibly undermine the key premises in this article, which indeed is quite soft on intel's predicament by not mentioning the 'high margin issue' - i.e even IF intel were to gain market share in mobile, they will never have the margins cash cow that they have had to now. indeed, this is no doubt one of the reasons why otellini didnt see apple and mobility as a priority.
    Jan 14 02:08 PM | 1 Like Like |Link to Comment
  • Intel: A Shift In Sentiment? [View article]
    and? whats the relevance of that? do you think intel or arm care more about market value than market share? Since we are talking about the mobility market i bet that intel would much rather see arm lose market share than market value. And what about that old thing called technology leadership??? Intel know they have lost this, or rather never had it, in the moblity space and it is why so many intel employees are so disheartened and demotivated.
    Dec 27 06:11 PM | Likes Like |Link to Comment
  • Intel: A Shift In Sentiment? [View article]
    Dont over estimate the importance of a "catalyst". Remember the big samsung mobile announcement in May? Given how far behind intel is in mobility, a "catalyst" is as relevant for Intel's progression in mobility as a spark is for lighting a fire with damp wood.
    Dec 27 05:03 AM | Likes Like |Link to Comment
  • Intel's Biggest Event Of The Year: What To Expect [View article]
    Thx Cincinnatus, you are of course right - however, I was referring more to Intel's corporate re-organisation in 2005 around a platform structure. The examples I give refer to the market targets/segments of those platforms. As for Digital Health, mmmmm it has been rather UNhealthy for several years now I would say.

    For background (taken from an article in 2005)

    Intel re-organised its corporate structure around platforms in January 2005. It then announced a number of corporate and consumer desktop platforms. However, in a lot of cases it did not actually ship those platforms as branded products.

    Not shipping them as such called into question the relevance of the company's platform-centric approach, of course, so it was refreshing to hear VP Ananda Chandrasekher announce that Averill will indeed ship as a branded product.

    Intel's second branded platform, Viiv, was announced in August and will come to market in Q1 2006. It's pitched at media centre systems, both powerful Pentium D-based boxes and small form-factor units built around the upcoming 65nm Pentium M, 'Yonah'. Viiv comprises those two CPUs, the 945/ICH7-DH and 945GM/ICH7-MDH chipsets, and an Intel LAN controller. The platform spec. also mandates Intel HD Audio support, a "Viiv verified 10ft GUI shell (MCE or other)", a Serial ATA HDD and Intel's Platform Driver Software 1.0.

    Viiv was originally touted as a Windows XP Media Center Edition-based platform, but the appearance of the "or other" on Intel documentation suggests the company has a broader outlook, possibly related to rumours that Apple's next Mac Mini will be both Intel-based and offer media centre functionality through its Front Row GUI shell. ®
    Aug 14 08:36 AM | Likes Like |Link to Comment
  • Intel's Biggest Event Of The Year: What To Expect [View article]
    Ashraf, you are right - however, is this really that new? ...... "as Intel seeks to transform itself from a PC chip company to a broad computing, software, and communications company".

    Anybody remember the high level strategy announced in 2005 when Otellini came in? Namely, Intel is no longer a chip company but a "PLATFORM" company? Digital Home, Digital Health etc??
    Aug 11 06:51 PM | 1 Like Like |Link to Comment
  • Intel: I Want My Haswell Ultrabook Now! [View article]
    couldnt agree more - my Dell "Latitude" is so heavy and slow it make be feel "Lateral" (bad back and boredom) even if it has a good i7 Intel Chip. I just keep holding off to buy the next good thing: ideally would love to wait for Haswell, but by back Doctor says I need something less brick like than my Dell more urgently :). I also dont want currrent Windows 8 for the same reasons I cant re-wire to Apple.
    Jul 25 09:38 AM | Likes Like |Link to Comment
  • ARM Is Running Scared As Lenovo Releases Intel Flagship [View article]
    yep - re your paragraph 1, I can see anybody at Intel HATING this comparison as it basically says that Samsung is doing to ARM, what IBM did to Intel in creating AMD way back when.

    I think the hype of the Samsung win may diminish when people look at relative market shares in mobility, unless of course Intel gets several more significant strategic design wins this year.

    thirdly, see this - http://bit.ly/19oZu4K - each new tic and toc from Intel leads to statements that ARM are about to lose, but it hasnt happened yet.

    Some other key factors - do OEMs like Intel? mmmmm - I dont think they ever want one company to have so much market share like happened in PCs. This is why the ARM model suits them - one architecture, different suppliers. Do OEMs like ARM architecture ASPs? Even if Intel wins a lot of market share in mobility, will their margins ever be as big as they were for PCs? Maybe when 450mm manufactiring ramps globally this could be the case?
    Jun 12 04:01 AM | Likes Like |Link to Comment
  • Intel Wins Samsung's Galaxy Tab [View article]
    intel and nokia's relationship broke down 10 or so years ago.
    May 22 08:57 AM | Likes Like |Link to Comment
  • Intel Wins Samsung's Galaxy Tab [View article]
    has intel actually won this business yet?
    May 19 05:42 PM | 2 Likes Like |Link to Comment
  • ARM Holdings: Learning From My Mistakes [View article]
    Hats off to you Ashraf, I think you are acknowledging some key aspects here in terms of it not being a short winner v loser game. ARM's market share in mobile will not shrink for a long time yet, nor will Intel's in the server space. I believe however that ARM has a more flexible business model is a lot of ways, not just in both of these segments but also lets call it the Internet of Things TAM space. Intel Architecture is not that suited there at this stage apart from in big infrastructure such as smart grids but then we are really talking server space again, whereas ARM architecture is already suited to smart meters, embedded computing etc. I liked the article of a couple of weeks ago "how it doesnt end badly for either", as I think that is a balanced analysis of how both technologies will play in the market. However, even there the David and Goliath aspect of ARM v Intel means that the perception will for quite some yet be harder and more negative about the Goliath.
    May 14 08:02 AM | 1 Like Like |Link to Comment
  • Intel's New Atom Represents 'Thermonuclear War' On Samsung [View article]
    I agree, it is all about Intel x architecture versus ARM architecture. This is the fundamental building block area - from this emanates everything else regarding processing.

    I believe there are a number of variables which interact and are part of the market division/discussion:

    - price: can Intel still get its high ASPs in the mobility space?
    - flexibility: can Intel be flexible enough give the SoC nature of things;
    - TAM: it is not just the mobility space, but also the Internet of Things, embedded market, data centre.
    - efficiency, namely performance by watt: this is THE key market driver, it will to and fro between both;
    - manufacturing: Intel manufacturing and consistency with a foundry approach?
    - culture: chipzilla versus nimble and small, pros and cons with both.

    What is clear is that Intel is RESPONDING to the challenge. That is the right thing for Intel to do. But, RESPONDING is not what Intel's model is used to. This is a much bigger deal than its response to the AMD tech challenges in 2003-2006, given the nature of inflection point of the market itself over the last few years
    May 10 09:52 AM | 1 Like Like |Link to Comment
  • Intel: All Its Ducks In A Row [View article]
    No IA is ARM based ..... or was this a "freudian typo" ;;)
    May 3 09:16 AM | Likes Like |Link to Comment
  • Intel: All Its Ducks In A Row [View article]
    Intel Arm based clover trail???
    May 3 01:16 AM | Likes Like |Link to Comment
  • Intel: This Chip Maker Is Breaking The Curse [View article]
    so all chips in the one apple basket as it were?
    Apr 3 04:00 PM | Likes Like |Link to Comment
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