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rick merritt
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Wall Streeters!
rick merritt   5/7/2014 10:49:56 AM
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JP Morgan's assessment seems very short term, bottom line focused -- typical Wall Street. On the other hand, Intel has been pursuing the smartphone business unsuccessfully for years. Remember its StrongARM and SoC with flash initiatives?

mxdSignal
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Re: Wall Streeters!
mxdSignal   5/7/2014 12:20:58 PM
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Agreed, classic case of sacrificing long term success in the interest of short term financial gains.  If Intel had invested more and earlier in mobile, then they wouldn't be in this tough situation.

meteore
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Re: Wall Streeters!
meteore   5/7/2014 1:41:48 PM
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Indeed classic, stop investing in the future and let Wallstreet grab the money! Because they know way better than us about how to waste it.

Jessica Lipsky
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Re: Wall Streeters!
Jessica Lipsky   5/7/2014 12:59:08 PM
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It seemed the EPS gains JPM suggested by leaving the mobile market could be miniscule compared to the possibility of revenue from a major design win in the mobile sphere.

BrainiacVI
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Re: Wall Streeters!
BrainiacVI   5/7/2014 1:41:14 PM
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@Rick, I agree. This is why we can't make good things. The bean counters want immediate returns. I remember when the US abandonned LCD manufacturing to the Japanese because they didn't project positive earnings for 10 years.

rgrutza600
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WEBMASTER ATTENTION - Gray text
rgrutza600   5/7/2014 1:44:22 PM
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Whoever is in charge of the eetimes website.  Get rid of the grayish text for articles.  It makes them look awful and hard to read.

Some Guy
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Markets are won and lost in transitions - 64-bit is coming
Some Guy   5/7/2014 12:01:00 PM
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Markets are won and lost in transitions. There is a big one coming when smart phones move to 64-bits and JP Morgan would have Intel bail just before they hit that transition. There is no question that to date, Intel continues to shoot behind the duck on phones. But given that they are actually at lower power levels than ARM now and have brought a foundry capability on line going into this Richter-9 level market change, the suggestion to now snatch defeat from the jaws of victory is laughable.

Isn't this the same kind of quarterly-focussed financial wizardry (from the same wizards) that landed us smack in the middle of 2008?

 

Wilco1
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Re: Markets are won and lost in transitions - 64-bit is coming
Wilco1   5/8/2014 4:45:26 AM
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The 64-bit transition is actually a minor one because 64-bit CPUs can still run all existing ARM code, so there is no reason to switch to a different ISA. Companies are switching on masse to 64-bit ARM. So the market has already chosen.

The fact is, JP Morgan has a point - Intel has been losing many billions per year over the last few years trying to get into mobile without any success at all. So it is not just about this quarter but about the last 24 quarters. There comes a time where they have to admit it was crazy to push x86 into a mobile. Their latest Silvermont has already been beaten on performance and power before it even made it into a phone...

Scudrunner
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SoFIA
Scudrunner   5/7/2014 12:03:56 PM
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My understanding is that SoFIA is to be manufactured at TSMC? Just shows how much ground Intel has yet to make up.

Sheetal.Pandey
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Re: Do the math
Sheetal.Pandey   5/8/2014 4:38:52 AM
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Intel might make some profit in tablet market as they are a brand seen closeness to PCs but mobile its so very difficult. It will be another player in the smartphone market. There is enormous amount of competition. ALmost every company that has presence in semiconductor wants to try out smartphone.

sprite0022
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Intel should enter memory business
sprite0022   5/8/2014 8:32:50 PM
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another area intel is missing is memory, it's getting fat again.

35% margin and low entrance bar.

intel can make a tech leader in 1 year and utilize it's capacity.

geekmaster
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Re: Intel should enter memory business
geekmaster   5/8/2014 8:48:23 PM
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Intel already was and is involved in memory with Micron (IMFT, Fab 18 in Quirat Gat)

ngockonvang
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friv 2
ngockonvang   5/9/2014 11:26:50 AM
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Excellent and decent post. I found this much informative, as to what I was exactly searching for. Thanks for such post and please keep it up.
friv 2 | friv 10



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