"It's a complex question with nuanced answers but it won't hurt Intel to have old friends in these new markets"
Basically it will help them a lot.Many of the things which these Monopolies tend to do (to preserve their monopolies) skirt on the illegal but they are able to do enough to cripple rivals especially upstarts who are'nt backed by Rich Sugar Daddies...
For instance in the case of the Ciggerate or Telecom Industries in America.Why are they so profitable?
The level of barriers both visible and invisible to entry are so high,Its close to impossible for new entrants to break in and make money reliably.
Same thing happens in the Chip space with Intel as well.I remember the case where they get incentives to suppliers/resellers not to hold any AMD Machines in stock.
Ashish, Intel will contest being called a monopoly but you are right. When a company controls more than three-fourths of a market, it can call most of the shots and get OEM customers in its corner with favorable terms. That's what the EU probe of Intel centered upon. Personally, I don't see the crime in this. If you've built up market share legally, you shouldn't just hand it over to someone else without a fight. However, this does not mean tying the hands of the rivals and making it difficult for them to compete.
In the case of ARM, again you called it correctly. They got into mobile computing at a time Intel was more narrowly focused on the computing sector. Now, the lines between all these markets are blurring and Intel now realizes it has a challenge in a very unconventional rival and in adjacent markets that are now encroaching on its stuff. Will Intel's hold over the channel be as easily transferred into the mobile and wireless computing market? It's a complex question with nuanced answers but it won't hurt Intel to have old friends in these new markets.
You didnt mention one important issue in your post-Intel is a Monopoly and consequent to that,it has a hold(whether its visible or invisible is immaterial) over Channel Partners and OEM Manufacturers/Suppliers that cannot be broken very easily.The EU as well as the DoJ tried to sue them to get them to compete on equal terms with AMD but it all came to Naught in the Traditional Computing space.
It sure helps ARM that ARM was present in the Mobile Computing space before Intel.So atleast they have a strong prescence there,but as your title points too very rightly only a Fool will bet against Intel.
Anandvy, This is why Intel is not holding back in the fight to show it can play in the wireless market. Pound for pound, Intel will pulverize ARM in any showdown. However, look at the number of companies that are embracing ARM intellectual property and using this to leverage their own presence in the market. ARM technology is an enabler for others to enter the market. Sure, ARM gets only a sliver of the sales its IP enables, but then it can focus on developing additional IP that would ensure its technology continues to be relevant. Intel understands this. It's a different market; It's not Intel versus ARM but Intel versus the crowd recruited by ARM. Separately, these companies cannot take on Intel but together they represent a huge force. That should worry Intel notwithstanding the size of its piggy bank.
I believe the answer to ARM challenge is not simply advanced technology that Intel possesses. The whole ecosystem and supply chain must be prelevant as well. Can we tell how much mobile market share Intel has now?
I agree with what is said about Intel in this article. But I still have some doubts.
Despite being leader in the market Intel missed wave in the ultramobile market. Issue is most of the mobile software developers are increasingly focusing on ARM platforms. This might cost Intel dearly. Intel says it will coverup this gap by using silicon transistor technology, its needs to be seen how much effective this stratergy will be.
What can you say about Intel that hasn’t been said before?They have been and continue to be a force to reckon with.Truly an industry giant and with the recent acquisition announcements of Infineon’s wireless business unit and McAfee, Intel will be expanding its wireless mobile business and become a leader in mobile security solutions.
Well the headline says it all. People who have Intel's share must be rejoicing. Its nice to see a company delivering so consistent results. I guess they are also spending huge in research. and funding many start ups or small companies. A company with social responsibilities and consistent results. I guess a dream company to work for.
I'm with you, Bolaji. Time and again, Intel comes out with results that cannot be argued with, even though they "missed" the smartphone revolution this time around. If they can perfrom like this even when they miss a step, I just bow down and move out of the way.
I also don't bet against Apple. They've been able to establish and maintain a premium brand in the worst market under the worst of circumstances and even with challenges ahead, I don't doubt that the next product we are all holding our breath for will be an instant success.
I tend to be a late adopter when it comes to Apple products. My first laptop was a Mac, and although I still consider going to a PC a regression, I usually wait until the prices of Apple products go down. I do love the Shuffle I inherited from my son
EBN Dialogue enables and encourages you to participate in live chats with notable leaders and luminaries. Not only editors and journalists, but the entire EBN community is able to comment and ask questions. Listed below are upcoming and archived chats.
Archived Dialogues
Thailand Stages a Comeback Join EBN contributor Jennifer Baljko on Thursday August 23, 2012, at 11:00 a.m. EST for a live chat on how electronic manufacturers in Thailand have shored up their supply chain to reduce the impact of future natural disasters.
Euro-Crisis: What It Means for High-Tech Firms Join EBN Editor in Chief Bolaji Ojo and Contributing Editor Jennifer Baljko on Thursday, July 12, at 10:00 a.m. EDT for a Live Chat on high-tech and Europe's economic difficulties.
Microsoft Surface: Potential Winners & Losers What are the implications for the electronics industry supply chain of Microsoft Corp.'s decision to launch its own tablet PC? Join industry veteran and EE Times' systems and OEM expert Rick Merritt on Tuesday, July 3, at 12:00 pm EDT for a Live Chat on this subject.
Join EBN contributor Jennifer Baljko on Thursday August 23, 2012, at 11:00 a.m. EST for a live chat on how electronic manufacturers in Thailand have shored up their supply chain to reduce the impact of future natural disasters.
Peter Drucker famously said "Trying to predict the future is like trying to drive down a country road at night with no lights while looking out the back window." Yet in the razor's-edge world of electronics—with a lean supply chain and just-in-time demands—the need to know the future is vital.
While no one really can accurately predict the future, we can take guidance from another Drucker saying which is the best way to predict the future is to create it.
You've heard the saying "the No. 1 supply chain risk is your people." That hasn't always been the case. But today's complex global supply chain requires a new type of multitalented employee. It's one who understands, finance, marketing, economics, is savvy with technology, graceful with relationships and can think analytically.
Where are these people? Are universities properly preparing the next generation supply chain professionals? How do train your existing workforce for these new, demanding positions?
Brian Fuller, editor-in-chief of EBN, will lead a 60-minute Avnet Velocity panel discussion that will ask and answer these and other questions swirling around today's supply-chain talent challenges.
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