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Analyst: Samsung likely to pass Intel in ICs

8/26/2010 04:13 PM EDT
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toto555
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re: Analyst: Samsung likely to pass Intel in ICs
toto555   8/31/2010 1:51:37 PM
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Good article, based on profesional work from IC Insight. Nevertheless, just to show how risky is the analyst charter, compare this: The projection is based on IC Insights' .... and an assumption that Intel will not significantly expand the scope of its IC businesses through a major acquisition—such as the purchase of a wireless IC operation that serves cellphones... With the news of the day: Intel to Acquire Infineon's Wireless Solutions Business That I mean by showing this, is that analyst will always fail to predict the future. But we still don't know how to do better (just like Churchill comment about Democracy!)

Product Engr
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re: Analyst: Samsung likely to pass Intel in ICs
Product Engr   8/31/2010 11:30:41 PM
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Intel's latest purchase of Infineon's Wireless Solutions Business is a move to secure more ICs in smart mobile platforms and that's a move which potentially enables them to leverage their eternal business units and further expand their wireless expertise and product offerings.

docdivakar
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re: Analyst: Samsung likely to pass Intel in ICs
docdivakar   9/1/2010 5:53:09 AM
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The big difference between Samsung and Intel is indeed in corporate culture. Some in the forum have already commented on long working hours but I can say the same about many American businesses I have worked for. The difference is that many employees in Asian companies don't worry about next quarterly earnings and impending downsizing thereof. Asian businesses have always taken a long term strategy whereas the American businesses are too quick to pull up stakes and depart if the profits are not there. It is premature to write Intel off to a second place slot. Intel may be on to something, if we see its recent trend on acquisitions including MacAfee. Remember also that Samsung makes many products that are sold as products in the consumer market that Intel lacks. With the explosion in growth of consumer devices, it is a natural outcome for Samsung to increase its component volume.

double-o-nothing
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re: Analyst: Samsung likely to pass Intel in ICs
double-o-nothing   9/4/2010 9:47:17 AM
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We all see how notebooks overtook desktops with their portability and more flexible internet access. Now phones are even more portable and internet access even more flexible than with notebook wifi. Most work I do can now be covered by smartphone. Samsung or ARM processor more likely than Intel.

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