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TarraTarra!
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CEO
re: Intel's CEO search begins, and the nominees are...
TarraTarra!   11/22/2012 2:25:40 AM
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"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?

sprite0022
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Manager
re: Intel's CEO search begins, and the nominees are...
sprite0022   11/22/2012 12:55:09 AM
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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.

Simon7382
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Freelancer
re: Intel's CEO search begins, and the nominees are...
Simon7382   11/22/2012 12:48:16 AM
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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.

Simon7382
User Rank
Freelancer
re: Intel's CEO search begins, and the nominees are...
Simon7382   11/22/2012 12:30:58 AM
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You highly negative comments seem to have no factual support and make very little sense.

Simon7382
User Rank
Freelancer
re: Intel's CEO search begins, and the nominees are...
Simon7382   11/22/2012 12:29:40 AM
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A LOT of companies would love to be in Intel's "mess". Intel has survived many inflection points in technology, they will survive this one too, with flying colors.

gorby
User Rank
Freelancer
re: Intel's CEO search begins, and the nominees are...
gorby   11/21/2012 8:48:42 PM
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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.

resistion
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Manager
re: Intel's CEO search begins, and the nominees are...
resistion   11/21/2012 8:26:04 PM
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Taking it further, Intel's problem is continuing in mobile when it is becoming a commodity.

rick merritt
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Blogger
re: Intel's CEO search begins, and the nominees are...
rick merritt   11/21/2012 7:23:25 PM
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I thought about LSI CEO Abhi Talwalkar too. I had pitched him as a candidate with the AMD CEO chair was open. http://www.eetimes.com/electronics-news/4218519/LSI-s-Talwalkar-may-be-AMDs-best-hope 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.

Peter Clarke
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Blogger
re: Intel's CEO search begins, and the nominees are...
Peter Clarke   11/21/2012 6:37:42 PM
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Seems likely that a proposed Intel acquisition of ARM would be refered to anti-trust authorities in multiple juridstictions.

Moshe.Frankel
User Rank
Rookie
re: Intel's CEO search begins, and the nominees are...
Moshe.Frankel   11/21/2012 5:33:25 PM
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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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