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Doug_S
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CEO
re: Why Intel should make chips for Apple, Cisco
Doug_S   12/4/2012 2:21:04 AM
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Samsung is a TOTALLY different case. They don't compete with Apple by making ARM SoCs, they compete with Apple by selling smartphones. The article is merely suggesting that Intel make ARM SoCs for Apple, while selling x86 SoCs to Apple's competitors. No one is suggesting Intel should start selling smartphones.

kenny.g
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Rookie
re: Why Intel should make chips for Apple, Cisco
kenny.g   12/4/2012 1:44:20 AM
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Intel already have the capabilities in designing their chips for FPGA usage which diversifies their functions in a chip. I had rumours on a Cedarview Development Board with FPGA capabilities. Also, not to mention the embedded automotive market that they are so dearly focusing on, especially the IVI projects they have been doing for a few companies for the past few years. However, as for mobile phone and tablet market, they might not have a strong foothold with Qualcomm, Samsung and Nvidia app processors flooding the market.

rick merritt
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Author
re: Why Intel should make chips for Apple, Cisco
rick merritt   12/4/2012 1:21:21 AM
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That's as reasonable as any speculation I have heard. But the analysts are saying next year is marginally better, up ~5% and maybe 2014 looks decent.

krisi
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CEO
re: Why Intel should make chips for Apple, Cisco
krisi   12/3/2012 11:47:20 PM
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I like this idea of Intel designing chips for all large volume applications, Cisco, Apple etc...that is the only way to leverage their fab expertise and investment...Kris

horta1212
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Rookie
re: Why Intel should make chips for Apple, Cisco
horta1212   12/3/2012 11:44:37 PM
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Otellini's leaving because he's a wise man. Tough economic times, even tougher semiconductor market, competition becoming thornier than ever, he knows the semiconductor industry has some major contraction ahead. He doesn't want his legacy tarnished by something he doesn't have control over.

resistion
User Rank
CEO
re: Why Intel should make chips for Apple, Cisco
resistion   12/3/2012 10:34:09 PM
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Avoid the Samsung trap of being a foundry that competes with its customers.

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