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Gil Russell
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re: Intel's mobile chief resigns
Gil Russell   3/22/2011 5:36:46 PM
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The infamous Pogo title "We Have Met the Enemy and He is Us" seems appropriate. Major internal reorganization is underway...,

Duane Benson
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re: Intel's mobile chief resigns
Duane Benson   3/22/2011 5:27:59 PM
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In my experience, leaving "to pursue other interests," pretty much always equals "was asked to leave." From the outside looking in, it seems that Intel has done a lot of good with the Atom in terms of creating a viable competitor to the new generation of higher-end ARM processors. But there could be a lot of issues that can't be seen from the outside. The cost structure may be too far off to allow a good business model. The whole concept may look sound and the overall business model may work, but in implementation, the profit model may look anemic compared to that of the big processors. Perhaps the profit model works, but only when built on Intel's frontline fab lines, but the high-end processors have that capacity all sewn up. It may also simply be a marketing issue. Right now, ARM is a steamroller in the market. It's heard to break in under such conditions, even if you are Intel. Perhaps they're approaching the marketing as they do with big chips but that strategy doesn't work in the mobile arena.

SallyF
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Rookie
re: Intel's mobile chief resigns
SallyF   3/22/2011 5:18:09 PM
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It seems to me that Intel's Atom and iX product lines are not sufficiently differentiated. People here may remember that Microsoft gave Internet Explorer away so they could destroy Netscape. Microsoft charged 0$ for IE and there was no way Netscape could generate revenue. Intel appears to be taking the opposite approach. They offer a product that is not competitive and charge 5 times more for it. I haven't heard anything that persuades me that Intel will be successful unless Microsoft uses its monopoly power on the desktop and somehow takes over the mobile market. If that happens then its x86 everywhere and Intel's advantage would allow it to dominate.

mark.lapedus
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Rookie
re: Intel's mobile chief resigns
mark.lapedus   3/22/2011 4:35:02 PM
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So has Intel's Atom been a bomb or not?

LarryM99
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CEO
re: Intel's mobile chief resigns
LarryM99   3/22/2011 4:16:45 PM
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Those of us with longer memories may recall that Intel at one point owned the StrongARM architecture, which was at that point the best of breed out of the ARM variants. They essentially gave it away because they were sure that they could do better. It looks like it might be fair to second-guess that decision. Larry M.

sranje
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Manager
re: Intel's mobile chief resigns
sranje   3/22/2011 3:29:13 PM
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PS: For two definitive articles on mobile processors by the Petrov Group see last week DigiTimes

agk
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re: Intel's mobile chief resigns
agk   3/22/2011 3:27:52 PM
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Some times it is better to change the top line professionals so that there comes a new younger hi tech personalities steer the show in a better way. Similarly vice versa. End result every one gains!

sranje
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Manager
re: Intel's mobile chief resigns
sranje   3/22/2011 2:46:44 PM
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Anand didn't leave in my opinion - he was asked to go

sranje
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re: Intel's mobile chief resigns
sranje   3/22/2011 2:44:16 PM
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Intel acquired baseband processor capability with Infineon's Wireless group, now IMC. This is one of the wisest acquisition that Intel has ever made and it is critical for its success in mobile (Atom-based)application processors. Hopefully Intel is fully aware just how important is that acquisition for its success in mobile space and will continue to support/invest for its success in LTE connectivity. A departure of Anand might be a signal that Intel is becoming aware of its possible execution problems - for example in pricing of Atom ($75 for Intel Atom Z670 processor) versus Tegra (priced at about $15)

mark.lapedus
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Rookie
re: Intel's mobile chief resigns
mark.lapedus   3/22/2011 6:05:39 AM
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Thanks eewiz. sorry. I missed that. Do you have anything else to add?

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