While the Intel board was firing Paul Otellini they should have fired themselves, too

Paul Otellini this week resigned his position as CEO of Intel as I’m sure you’ve already heard or read. Analysts and pundits are weighing-in on the matter, generally attributing Otellini’s failure to Intel’s late and flawed effort to gain traction in the mobile processor space. While I tend to agree with this assessment, it doesn’t go far enough to explain Otellini’s fall, which is not only his fault but also the fault of Intel’s board of directors. Yes, Otellini was forced out by the board, but the better action would have been for the board to have fired itself, too.

If there was a single event that triggered this end to Otellini’s tenure at Intel I’m […]

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

Prediction 3: Intel buys Qualcomm

The dominant theme in this set of predictions for 2012 is the mobile conversion as we abandon our desktops for mobile devices and the Cloud. Intel, while the dominant maker of microprocessors, doesn’t have a strong product position in mobile. Worse still, the company has a leadership vacuum and a culture that has not adapted well to change. Deep pockets aren’t enough when you don’t know where to spend the money and you are running out of time.  That’s Intel.

The company is desperate. It needs a mobile product line that doesn’t exist and there isn’t enough time left to develop one internally. For Intel the build or buy decision has already been made (buy, buy, buy) though I doubt that at […]

By |January 2nd, 2012|2012|71 Comments

For Mobile OS's, Three's a Crowd

I was speaking recently at a software company very interested in mobile apps. One of their concerns had to do with which operating systems to support.  Should they do them all?  Just a couple? My advice was that three’s a crowd.

Technical markets tend to divide like bettors at the racetrack where five percent win, 10 percent break even while 85 percent lose. Turning these numbers on their head and applying them to mobile OS revenue, IOS (iPhone, iPad, iGizmo to be named later) will generate 85 percent, Android 10 percent (because it is Open Source and free) leaving only five percent max for mobile OS number three, which could be Blackberry or Windows Phone 7 […]

By |December 20th, 2011|2011|93 Comments

Intel is fit to be Thai'd

— I’ve been so busy getting my little movie ready for theaters I’ve hardly had a chance to write. So for a change here’s something not about Steve Jobs.

Thailand is flooded, as we’ve all read, and the Thai hard disk industry has been adversely affected. But for all the doom-and-gloom stories I’ve read so far there hasn’t been much attempt at extrapolating the impact of these events past the basic idea that there will be drive shortages and prices will go up for awhile. The real story is way bigger than that.

The industrial park that’s sitting underwater still in Thailand will be out of action for at least four months, I’m told, and possibly as […]

By |November 15th, 2011|2011|92 Comments