Intel (INTC) blew away expectations based on strong performance in the data center. Revenues of $16.1B versus street of $15.05B and EPS of $0.93 versus street of $0.72. While revenue was up 9% over prior year, earnings were 50% higher. Guidance is for Q2 revenue of $16.3B and EPS of $0.85 versus street of $15.55B and EPS of $0.81. IOT,… Read More
In 2014 Apple released the iPhone 6 which included the first SoC built on a TSMC (20nm) process. This phone started what many call a “Super Cycle” of people upgrading. According to Apple, they now have more than 1 billion activated devices so this super cycle could be seriously super, absolutely.… Read More
At Computex 2016 in Taipei last week, Intel announced their newest lineup of processors which included a brand new 10-core Extreme Edition processor. The focal point of Intel’s new line-up of Broadwell-E processors, the successor to Intel’s previous Haswell-E workstation/enthusiast lineup is the 10-core Core i7-6950X. Intel… Read More
There was an interesting panel at the Silicon Summit sponsored by the Global Semiconductor Alliance (GSA) on “Designing for the Cloud.” It was led by Linley Gwennap (The Linley Group) with Ivo Bolsons (Xilinx), Ian Ferguson (ARM), and Steve Pawloski (Micron). Missing of course was Intel which derives close to 30% of its revenue… Read More
Intel has been the focus of a lot of attention in the last week due to the company’s major restructuring announcement which came on the heels of Intel’s most recent earnings announcement. The majority of analyses that immediately followed the company’s announcement focused singularly on the layoffs, which amount to 11% of the … Read More
Silicon Valley sadly lost a respected and revered leader with the death of Andrew Grove in March. The co-founder and former CEO of Intel was an inspiration to generations of technologists and business leaders, including me. Andy had a profound influence on me throughout my career. And while I only met him once, I feel as though I’ve… Read More
I worked briefly at Intel in 1991-2. At the time, the corporate culture was based on the theory of ‘constructive confrontation.’ For most, that meant that in the clash of good ideas, the best one would prevail. For some at Intel, however, constructive confrontation was a blood sport. (I trust things have improved in the past quarter… Read More
In my nearly thirty year career at FORTUNE magazine, I got to know a host of larger than life characters. But few loom larger in memory than the diminutive dynamo who sadly passed away last night, Andy Grove.
Amid the stream of obits and reminiscences rightly hailing Andy’s extraordinary career as CEO of Intel, his major contributions… Read More
The following paragraphs present another one of those articles that I wrote for a Cyber Media publication, probably in the year 2000. It’s been almost fifteen years since then. When I read Sunit Rikhi’s glowing tribute to Andy Grove, a few grey cells stirred in my brain and I recalled that I had written something about the Intel that… Read More
You are gone. And with you, gone is one of the greatest leaders of our times.
In the coming days many voices will speak about the ways in which you touched countless lives, inspired a generation of engineers to create and fuel the digital revolution, and demonstrated your own brand of leadership traits in pursuit of excellence. My … Read More