Intel’s Mobile Deja Vu All Over Again Moment

Intel’s Mobile Deja Vu All Over Again Moment
by Ed McKernan on 07-26-2011 at 12:49 pm

We have been here before… and when I say “we” I do include myself. Back in 1997, I joined a secretive company called Transmeta. The company was two years old and working on a new x86 microprocessor to challenge Intel. The original focus of the company was not to build a lower power processor, but one that was faster. As with… Read More


Intel Q2 Financial Secret: “Shhhh….We’re on Allocation”

Intel Q2 Financial Secret: “Shhhh….We’re on Allocation”
by Ed McKernan on 07-22-2011 at 10:47 pm

Every Semiconductor Analyst has given Intel the once over a hundred times about their slowing PC unit volume. They are looking in the wrong place because the true secret of the Q2 earnings – in my humble opinion – is that Intel’s factories are full and parts are on allocation. What???

Check it out, high-end, 8 and 10 core XEON processors… Read More


Intel’s Barbed Wire Fence Strategy

Intel’s Barbed Wire Fence Strategy
by Ed McKernan on 07-21-2011 at 11:38 am

Analysts tend to make judgments regarding Intel based on an existing conventional wisdom (CW) and projecting straight line into the future. As a former Intel, Cyrix, and Transmeta processor marketing guy I would like to offer a different perspective as I have been both inside the tent looking out and outside looking in.

The current… Read More