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Otellini throws down gauntlet in tablets

10/12/2010 11:38 PM EDT
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_hm
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re: Otellini throws down gauntlet in tablets
_hm   10/13/2010 5:06:44 PM
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Apple must be watching these numbers and will looking forward to get part of it. Since Apple has successful design of A4 processor, will they be looking forward for new processor to compete directly with Intel? If they can design one better then Intelís, market will change dramatically and consumer will reap benefits. Also, we may get better applications software. Intel must be carefully watching this development.

Me2
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re: Otellini throws down gauntlet in tablets
Me2   10/13/2010 8:27:33 PM
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Hummmm....maybe Intel should buy Marvel and get the StrongArm back? Will the Atom become Intel's next Itanic?

rick merritt
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re: Otellini throws down gauntlet in tablets
rick merritt   10/13/2010 9:31:49 PM
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@Me2: Itanic: I love it!

apummer945
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re: Otellini throws down gauntlet in tablets
apummer945   10/13/2010 9:53:38 PM
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Itanic or Titanic?

DimitriCanuck
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re: Otellini throws down gauntlet in tablets
DimitriCanuck   10/13/2010 10:33:40 PM
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I am a fan of my Archos 9 I have had since last fall running a Atom.

LarryM99
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re: Otellini throws down gauntlet in tablets
LarryM99   10/13/2010 10:36:03 PM
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Whether Intel "wins" with Atom design wins or not, it is likely that Intel's profit margins will suffer. CPU power on this end of the market is much more concerned with watts (or preferably milliwatts) than gigaflops per second, and the closer the chips can get to the cost of the silicon they're made of the better. Both of these metrics will make Intel very uncomfortable. Larry M.

old account Frank Eory
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re: Otellini throws down gauntlet in tablets
old account Frank Eory   10/13/2010 10:47:27 PM
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Some would say Intel is already "winning" with Atom, but the real prize for Intel -- as Otellini himself has stated -- is in SoCs. It's not a simple question of whether Intel can maintain its margins. It's more a question of how Intel will maintain its margins. More specifically, what IP is on that piece of silicon? In the past, the answer was simple: an Intel microprocessor core, or two or four or eight of them. Going forward, the answer will include a big laundry list of things you're not accustomed to seeing integrated on Intel silicon.

Me2
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re: Otellini throws down gauntlet in tablets
Me2   10/14/2010 1:16:32 AM
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Itantic is correct, thank you very much. If you followed the rise and fall of the Itanium processor verses the AMD 64 development, you will clearly understand the meaning of Itantic. Some would say it nearly sank the Intel ship.

Me2
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re: Otellini throws down gauntlet in tablets
Me2   10/14/2010 1:27:21 AM
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Thanks. I was never a fan of AMD, but AMD clearly out foxed Intel. I think ARM is still better than the Atom and apparently the embedded market agrees. I followed the development of the Itantic from the early days of the HP/Intel partnership and recognized it as a clear mistake; It was a major departure from Intel's historical past practice of backward compatibility. If you really want a history of the Itantic, see Bob Cowell's "The Pentium Chronicles" book and/or search for Bob's lecture to the Stanford Computer EE?? Architecture class (originally mentioned on the www.theinquirer.net). Bob was the lead on the IA32 team. Bob , as the story goes, was driven out of Intel by Intel management when he tried to stress the importance of developing the 64-bit x86 in parallel with the IA64. Intel's "we can't loose" management philosophy was very much akin to NASA's Challenger team in the early 2000's.

Me2
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re: Otellini throws down gauntlet in tablets
Me2   10/14/2010 1:36:08 AM
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Seems to me that the ARM market has become so competitive with so many silicon houses endorsing and producing excellent ARM SoC that to commit a product to the Atom would be very much commuting a product design to Intel's arm's length (no pun intended) implied control. Granted ARM is licensed as the Atom could be (or maybe is). However, take take the x86/AMD second source relationship as an example. Intel attempted to real in control of the x86 when AMD became successful. What will Intel do should they license the Atom to an SoC house and that SoC house become highly competitive with Intel? I believe the strategy at Intel is to be the only supplier of Atom or at least the dominant once with strings attached. As far as being accustomed to seeing a laundry list of integration on Intel silicon, what did you see with the StrongARM. That was a disaster.

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