"server has much higher profit than mobile market"
There in lies the problem for Intel. The server market which is has huge margins is under attack by the lowly ARM vendors who will scrap over half those margins and still have a succesful business.
Can the Intel cost structure survive such an erosion in margins?
it's face reading, dude, and some simple background checking.
I have a decent record in predicting stock movement.
my only problem is I will get nervous with my own stock, otherwise I will become Buffet II by now.
Intel needs an "outsider" like it needs a whack in the head. Just look at the series of incompetent outsiders the HP board has hired in the past decade as CEOs and the wreckage they caused. Intel should look inside and pick someone with both technology and business acumen.
If an outsider, anyone but Gerstner! He will part the company out, sell all the low-lying fruit for pennies on the dollar, give himself a good package and bolt with max benefits... just like he did to IBM.
I thought about LSI CEO Abhi Talwalkar too. I had pitched him as a candidate with the AMD CEO chair was open.
He's a reasonable candidate for Intel now, similar in kind to Gelsinger, but I don't think a likely one.
Gadi Singer is a wonderful left field pick, too, but not the outsider and business guy Intel needs.
wsw1982 is the only one here that see the opportunity and pitfall. TI has made the ARM mistake with OMAP (which too many lemmings here are recommending) and destroyed Motorola and Nokia while shrinking itself significantly. Worst - it through away its best values at the time. I would not like to see a repeat of that scenario. Intel X86 was in mobile with less power before ARM (200LX) and the current models are already ahead of ARM. The value is in functionality and re-use. The pottencial in technologies Intel already holds is in the many 1000's but running too fast shrinks revenues. - The issue for Intel (and MS) is finding a marketing model for all that.
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