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Les_Slater
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re: Intel's embedded chief has big expectations
Les_Slater   5/24/2011 5:02:09 PM
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dylan, I find it impressive that Intel is not targeting immediate revenue growth but looking strategically at a longer term. Intel is one of the few companies in this industry that can afford to do that.

mcgrathdylan
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re: Intel's embedded chief has big expectations
mcgrathdylan   5/24/2011 4:50:47 PM
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@Les_Slater- No doubt. Steenman acknowledged that the embedded business is growing faster than Intel's core businesses, in part because it's growing from a much slower base. But I fully agree with you. It's small potatoes in comparison to Intel's massive PC MPU business, but it's certainly not meaningless.

Les_Slater
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re: Intel's embedded chief has big expectations
Les_Slater   5/24/2011 3:41:24 PM
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dylan, my guess is that Intel is talking about a pretty small base when referring to all their nice growth statistics. This does not however imply that this growth is meaningless. From the article it seems that Intel is taking a long term perspective here and is being patient.

mcgrathdylan
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re: Intel's embedded chief has big expectations
mcgrathdylan   5/24/2011 3:35:59 PM
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Just for clarity, $1.7 billion revenue in 2010 was not just for the embedded group. That was the combination of revenue generated by the embedded/comms group, the digital home group and the ultra-mobility group. Intel, as far as I can tell, does not publicly split them out finer than that.

Charles.Desassure
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re: Intel's embedded chief has big expectations
Charles.Desassure   5/24/2011 12:53:32 PM
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Wow! Intel's embedded business has a compound annual growth rate of 18 percent…Wow! With that kind of news, Intel should continue down this path.

Les_Slater
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re: Intel's embedded chief has big expectations
Les_Slater   5/24/2011 12:37:37 PM
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I agree with most of what Cristi. C above says. One also has to consider their process and other technological strengths. Intel has no choice but to bring their technical and financial weight to bear on markets that will be growing rather than those stagnating. Embedded is a rather easy target. They do have some time.

Cristi.C
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re: Intel's embedded chief has big expectations
Cristi.C   5/24/2011 10:44:41 AM
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To all deniers, Intel is for good in the embedded market. And the reason is pure financial. The world of PC as a standalone equipment is shrinking or remain constant at best. You will buy a multicore tablet or a gaming console. Buying a massive PC to cover as many application as possible in the house: multimedia player/recorder, gaming, office, net, is no longer cool nor effective. Previous comments just don't realize that in 4 years, since 2007, Intel arrive to 1.7 B$. That is huge. Growing like that and in a matter of 2-3 years, they will eat Freescale's lunch. The big ones like TI or analog players NXP or smaller niche players like Cavium will survive (unless bought).

agk
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re: Intel's embedded chief has big expectations
agk   5/24/2011 5:48:34 AM
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There is a lot in embedded market rigt from few cents to ten's of $.A wide product range with supply available for about 10 years is the need for the embedded market place. Intel is focusing only to narrow range of applicatons in this market. To have a highly sucessful story Intel needs to have a wider coverage wrto applications and price.

abraxalito
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re: Intel's embedded chief has big expectations
abraxalito   5/24/2011 3:26:34 AM
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ooops, sorry for the poor spelling (we need editing facilities!). Should have written 'Steenman' and 'than'.

abraxalito
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re: Intel's embedded chief has big expectations
abraxalito   5/24/2011 3:24:10 AM
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Whose fault it is is totally beside the point. They lost a customer.

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