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Wintel Rides Again, Now to IoT

3/20/2014 05:45 PM EDT
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goafrit
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Re: Will Intel like thin profit margin?
goafrit   3/22/2014 6:27:50 AM
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>> Important question is - Will Intel like this thin margin product? If they do not, how long this parterneship will last?

I think YES. When you try to compete, you look at market share. If Intel wants to beat ARM, it must forgo margins and focus on market share. That could mean taking losses or even having low margins in its business.

goafrit
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Re: Intel for IoT. Oh Really?
goafrit   3/22/2014 6:26:08 AM
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>>  I think only ARM has that kind of flexibility to blend. I don't how it works with Intel 

ARM seems to be a great technology company. I think it. The problem is that it has a really bad business model. It makes pennies while its customers make real money. Yet that model seems to be the reason why it is infectous in the ecosystem as it drives growth and get more companies to adopt its platform.

goafrit
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Re: How high, how far?
goafrit   3/22/2014 6:23:56 AM
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>> The potential is there but other partnerships are better positioned IMHO.

I think Microsoft should just buy ARM and get its hardware business on solid ground.

goafrit
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Re: Intel for IoT. Oh Really?
goafrit   3/22/2014 6:05:42 AM
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>>  I admit their effort of reducing power consumption. Yet, it is yet close to what ARM can deliver.

I am yet to figure out why Intel will not buy ARM. Regulators may not like that. Ok but I am yet to see the Intel strategy in the low-power budget systems. They have these great papers, but when you benchmark their products with ARM on power, ARM does better. The IoT will be a test on the future of Intel. They have new leadership and can make it happen.

_hm
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Will Intel like thin profit margin?
_hm   3/21/2014 10:15:27 PM
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Important question is - Will Intel like this thin margin product? If they do not, how long this parterneship will last?

Apart from this, we eagerly look forward for novel contribution from Wintel and some coolness factor to challenge Apple.

 

asic_pal
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Re: Intel for IoT. Oh Really?
asic_pal   3/21/2014 1:32:01 PM
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IoT requires different blends of chips for veriety of applications, it requires working closely with the OEMs. I think only ARM has that kind of flexibility to blend. I don't how it works with Intel (usally it's unidirectional with Intel - OEMs have to use what Intel produces).

rick merritt
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How high, how far?
rick merritt   3/20/2014 7:12:59 PM
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I suspect this dynamic duo will not climb as high or go as far this time. The potential is there but other partnerships are better positioned IMHO.

chanj0
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Intel for IoT. Oh Really?
chanj0   3/20/2014 6:59:11 PM
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Intel processors traditionally are powerful and power hungry. I admit their effort of reducing power consumption. Yet, it is yet close to what ARM can deliver.

Long battery life is one of the critical requirement of IoT. I wonder what processor Intel is going to put out to tackle the market requirement. Well! Unless Intel isn't eyed on the small devices, rather on the hub to empower the small IoT devices.

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