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Duane Benson
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re: Intel expects growth in 2013
Duane Benson   1/22/2013 6:23:35 PM
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One of the really nice things about tablets is that they address two markets that have never been very well covered by traditional PCs and laptops. It's the light-weight users; people who primarily consume media. If all a user does is watch movies, browse the Internet and email/Twitter/Facebook people, a traditional PC/laptop is way overpowered and far too complex. The second market is as a low-cost second PC. The traditional big PC/laptop can be used for heavy lifting while the tablet can be the more casual, truly portable and easy to use device for less taxing uses. I look at it as a pick-up truck or SUV (desktop PC) or high-end sports car (laptop) vs. an inexpensive economy car (tablet). To a small extent, all three do compete with each other, but only at the common denominator level. They all can move people around, but are optimized for specific purposes. The PC/Laptop/Tablet world is the same. Thee only reason everyone had a big computer a few years ago was because tablets didn't exist. Those folks were never really full-size PC customers.

resistion
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re: Intel expects growth in 2013
resistion   1/22/2013 12:58:21 AM
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Remember when Grove said it was PC vs. TV. Now it's gonna be phone vs. PC. Office work on phone is a new, real possibility.

any1
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re: Intel expects growth in 2013
any1   1/21/2013 3:38:19 PM
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Intel will retain it's high percentage of chip sets in PCs and will start to make inroads into mobile (phones and tablets). I also think that as prices come down on ultra books and non ultra book, but still fast and light laptops, PC growth will expand somewhat this year. So yes I can see some growth ahead for Intel.

ChipConnoisseur
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re: Intel expects growth in 2013
ChipConnoisseur   1/21/2013 9:45:01 AM
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Growth from what? From forcing PC manufacturers to integrate the McAfee antivirus with their "ultrabooks", and other such nonsense as desperate ways to make money?

nannasin28
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re: Intel expects growth in 2013
nannasin28   1/21/2013 8:21:13 AM
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it promises major improvements over Intel's Ivy Bridge architecture.http://www.hqew.net

kenny.g
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re: Intel expects growth in 2013
kenny.g   1/21/2013 1:46:52 AM
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it would need a guy outside of intel's circle and culture to start shifting the gears in the company, it takes guts and perseverance. my 2 cents, would be to drop the giant ego and start working with smaller companies where real innovation happens, after all necessity is the mother of invention.

escher
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re: Intel expects growth in 2013
escher   1/21/2013 1:05:50 AM
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Not to mention how TSMC gets Intel to do its R&D by hiring away their engineers at high salaries, effectively stealing Intel IP in the process (good luck proving IP theft against TSMC in Taiwan.

ChipperGuy
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re: Intel expects growth in 2013
ChipperGuy   1/18/2013 11:12:38 PM
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Look at Intel's tax rate. Now look at TSMC's tax rate...

chipmonk0
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re: Intel expects growth in 2013
chipmonk0   1/18/2013 4:45:18 PM
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Intel is now getting a net margin of 20 % but TSMC is up there with 32 %. How is a Foundry able to maintain so much higher margin compared to the leading IDM in the world ? Can't be all due to Intel's higher manpower & R&D costs

resistion
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re: Intel expects growth in 2013
resistion   1/18/2013 4:45:09 AM
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"Intel also plans to start building the industry's first 14-nm chips toward the end of this year, Otellini said." Wow, it really does look like a delayed ramp.

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