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Otellini Exits Intel, With Windows 8 Fate Uncertain
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melgross
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melgross,
User Rank: Ninja
11/23/2012 | 3:41:33 PM
re: Otellini Exits Intel, With Windows 8 Fate Uncertain
Maybe if they didn't dump X-Scale, and instead focussed on making them leaders in the industry, they would hold a major marketshare position in the mobile market now. No matter what happens with Win 8, it won't match the mobile scene, which will continue to be dominated by ARM.

But even Apple has made what possibly could be seen as a mistake by dumping their 40% ownership share of ARM a decade ago.
cbabcock
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cbabcock,
User Rank: Strategist
11/20/2012 | 10:21:38 PM
re: Otellini Exits Intel, With Windows 8 Fate Uncertain
Intel was good at creating variations on the Xeon, including energy-modulated versions. Otellini understood the "cloud server" shift. But low energy-consuming Intel Atom doesn't yet appear to be competing with ARM in mobile.
AustinIT
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AustinIT,
User Rank: Apprentice
11/20/2012 | 6:36:30 PM
re: Otellini Exits Intel, With Windows 8 Fate Uncertain
One of the problems with companies that have "a good thing going" is that they become complacent. Mobile devices have been around for a long time now but anyone with any business sense should have recognized that the blitz was coming... and that they needed to be ready for it. It appears that nearly everyone but Apple missed the starting gun.
codemonkey
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codemonkey,
User Rank: Apprentice
11/20/2012 | 6:24:07 PM
re: Otellini Exits Intel, With Windows 8 Fate Uncertain
Back in 2000 (when PDA's were hot and before touch driven smartphones existed) they were working on mobile reference designs using XScale (an ARM based design, http://en.wikipedia.org/wiki/X..., which they subsequently sold to Marvell in 2006 because they wanted to focus on X86.

Maybe if they had dumped XScale sooner and REALLY focused on low power X86 they would have something by now. However I wonder what percentage of the mobile market they would have now if they had pursued XScale.

Another issue for Intel has been that they have enjoyed healthy margins on their chips and I think the mobile space is far too cutthroat for them - the model being large volume at small margins. Intel has always seemed to try and stay at the high end of the market which does not really exist in the mobile space. While the PC market is stagnant, they at least still have a reasonable lock on gaming, workstation PC's and servers (which is growing).
ArtWittmann
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ArtWittmann,
User Rank: Apprentice
11/20/2012 | 5:49:40 PM
re: Otellini Exits Intel, With Windows 8 Fate Uncertain
It's a good point, Eric. ARM's market cap is about half of what Intel's is as present. I'd retire too. Intel's going to have to think very differently about its business.
EricLundquist
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EricLundquist,
User Rank: Apprentice
11/20/2012 | 3:13:09 PM
re: Otellini Exits Intel, With Windows 8 Fate Uncertain
And Otellini's departure comes about a week after Qualcomm surpassed Intel in market value.


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