Intel Plays to the 4 Horsemen of the Mobile Software World

Intel Plays to the 4 Horsemen of the Mobile Software World
by Ed McKernan on 06-13-2013 at 1:00 am

Just at the moment we look for the mobile market to consolidate, it fractures along new fault lines as old allies become enemies and new business models appear in order to spur the ecosystem giants forward. It was not long ago that Android was let loose in an attempt to prove that the Mobile World is Flat. Ah but Samsung decided that it… Read More


The Morphing of Intel’s Monopoly

The Morphing of Intel’s Monopoly
by Ed McKernan on 05-09-2013 at 12:01 am

It was a generation ago when Intel, less than three years old, created the three fundamental building blocks of the compute era: the DRAM, the EPROM and the Microprocessor, an incredible feat of innovation by any measure. Manufacturing yield, not power or performance determined success of failure and in the first two … Read More


Adam Osborne Pays Wintel a Visit

Adam Osborne Pays Wintel a Visit
by Ed McKernan on 04-14-2013 at 8:15 pm

The news this week that PC sales dropped by double digit percentages and to a level not seen since 2006 sent shudders down the halls of OEMs and chip suppliers. Are we entering a final death spiral as opposed to the gradual decline that most expected? Perhaps there is another explanation. From a distance, it appears that the mobile … Read More


Apple and Google Turn Towards Enterprise

Apple and Google Turn Towards Enterprise
by Ed McKernan on 03-27-2013 at 9:00 am

As a calm settles over the mobile market, post the overhyped Samsung Galaxy S4 launch, many analysts are at a loss as to describe a way forward with Apple that is understandable and positive. The dozens of reports that focus on the summer launches of the iPhone 5S and cheap iphone miss the side of the barn on the true strategy being put… Read More


Qualcomm and Intel Dynasty Scenario at 14nm

Qualcomm and Intel Dynasty Scenario at 14nm
by Ed McKernan on 03-08-2013 at 1:00 pm

At a different time, but certainly within the past 12 months, Paul Otellini was asked if Intel would be a Foundry for Qualcomm. His reply was that it did not leave a good taste in his mouth. Nevertheless it was not rejected and the door that remained open just a crack is likely to swing open for Qualcomm, the premier mobile silicon supplier… Read More


The New "Mobile Foundry" Era: Whose Wheelhouse?

The New "Mobile Foundry" Era: Whose Wheelhouse?
by Ed McKernan on 02-25-2013 at 1:12 pm

Nothing seems to raise the Visceral Ire of Semiwiki readers like the two words: Intel and Foundry. To get maximum steam coming out of the ears make sure you combine the two words in a sentence. Something along the lines like: Intel is Now Going to be a Leader in the Foundry Business. Pause…..Ok catch your breadth and now let’s move on … Read More


Intel’s x86 – Foundry Breakup Comes into View

Intel’s x86 – Foundry Breakup Comes into View
by Ed McKernan on 02-21-2013 at 12:46 am

The announcement by Intel during their January earnings call that they were going to hike Capex in 2013 over 2012 left many folks scrambling as to the reasons and the what-the hecks? Here was a company that was exiting 2012 with 50% utilization of their advanced 22nm process and yet signaling more building was to come. Furthermore,… Read More


Intel’s New Tablet Strategy Brings Ivy Bridge to the Forefront

Intel’s New Tablet Strategy Brings Ivy Bridge to the Forefront
by Ed McKernan on 12-19-2012 at 11:00 pm

In an article published this week in microprocessor report and highlighted in Barron’s, Linley Gwennap makes the argument that Intel should stay the course and fix the PC instead of trying to offset its declines with sales into the Smartphone and Tablet space. He cites that lower PC sales growth was due to a dramatic slowdown in processor… Read More


How Apple Plans to Leverage Intel’s Foundry

How Apple Plans to Leverage Intel’s Foundry
by Ed McKernan on 12-09-2012 at 4:00 pm

Tim Cook’s strategy to disengage from Samsung as a supplier of LCDs, memory and processors while simultaneously creating a worldwide supply chain from the remnants of former leaders like Sharp, Elpida, Toshiba and soon Intel is remarkable in its scope and breadth. By 2014, Apple should have in place a supply chain for 500M iOS devices… Read More


Intel Taps The Debt Market: Should They Go Private?

Intel Taps The Debt Market: Should They Go Private?
by Ed McKernan on 12-06-2012 at 9:25 am

Intel’s ability this week to raise $6B in debt at rock bottom interest rates should give one a moment to pause and consider what this portends for the future of the company and whether it remains in public hands. We live in extraordinary times where a fiscally excessive government can sell 10 year treasuries at 1.6% and the largest … Read More