Why Intel wants to be everyone’s chip maker

intelbrainThis is the first in a series of columns on the strategic direction of several major technology companies that have faltered of late. We’ll start here with Intel, follow in a couple days with Cisco followed by Microsoft, then see where it goes from there.

At Intel’s annual shareholders’ meeting last week the company talked about moving strongly into mobile chips and selling its stillborn OnCue over-the-top video streaming service, but the most important story had to do with expanding Intel’s manufacturing capacity. This latter news is especially important because if you look at the square footage of 14 nanometer fab facilities Intel says it will be bringing online in the next two to […]

Intel may be dumb but they aren’t stupid

I was already working on a column about AMD purchasing multicore server maker SeaMicro, pointing out what a coup the deal is for AMD, when the story appeared yesterday about an Intel executive claiming the chip giant had been offered SeaMicro and chose to pass on the deal, followed by a SeaMicro board member claiming the Intel exec’s statement was a bald lie. Who is telling the truth here?  Who is lying?  And does it matter? It is my opinion the answers are that both are telling the truth, nobody is lying, and none of it matters very much. Here’s why…

Remember Bill Clinton saying in a deposition that the […]

By |March 9th, 2012|2012|39 Comments

Too Big to Fail

I wrote a few days ago about the Intel anti-trust settlement with the Federal Trade Commission. Those words stand unchanged but some readers have asked for more so I have given the deal further thought and have what might be a better context in which to place it — Too Big to Fail. This isn’t “too big to fail” in the Bush/Obama big bank context in which failing and stupid institutions are saved at any cost to the public. Intel, in contrast, literally is too big to fail, at least right now.

Everything about the Intel/FTC settlement screams of one thing — Microsoft. Redmond’s multi-year nightmare with the FTC, DoJ, and the attorneys-general of several dozen […]

By |August 12th, 2010|2010|54 Comments

Intel Will Buy nVIDIA

There is a funky dance going on right now between chip giants Intel and nVIDIA and I just want to cut through the crap and tell you that no matter what the companies are saying it is likely to end with nVIDIA being purchased by Intel. Both parties know it and the only thing that hasn’t been determined yet is the price, which is what all this posturing is about.
Intel this week cancelled Larrabee, its proposed graphics processing unit (GPU) that was intended to compete with both nVIDIA and ATi (now a part of AMD). The moment AMD bought ATi Intel had to decide whether to build or buy its own GPU to stay in contention. […]

By |December 8th, 2009|2009|198 Comments

Surviving 2009

Microsoft

Microsoft may or may not make a deal for Yahoo’s search service.  What neither firm realizes yet is there is a better way to do searches with value advertising.  It will be easier than what Google is doing and can produce more tangible results.  Right now both firms are in the mind set of “competing with Google” instead of being creative and innovative.  When they start thinking independently and start tuning into what the customer needs, Google will have some competition.

Apple

If Apple would port its Mac software (iWork, iLife, Final Cut, etc) to Windows it could quickly OWN the software market.  Microsoft’s competitive advantage is not Windows — it is Office.  Apple could take them out if it chose to.  They won’t in 2009.  […]

By |December 16th, 2008|2009|188 Comments