We have discussed Intel a number of times on this board and usually the community as a whole has a negative view of Intel, espcially when the discussions are around the topic of Intel vs ARM.I have said in the past and I am sticking to my guns and that is I am not betting against Intel.With constant gloomy news on the economy lately, it is good to see positive results coming out of Intel and that they are hiring.
Good stuff, Bolaji. I think reading the first takeaway is important for those people who are declaring that the PC is dead and tablets will take over, etc. While obviously a lot of consumers in the US are buying tablets, the PC form factor makes far more sense in emerging markets due to their reliability, durability, easy ability to share amongst multiple users, and long-term value.
Anyhow, even despite the kind of uncertain times, it is obvious Intel is still doing well. And long-term, I believe they'll certainly be more of a player when it comes to non-PC form factors. I am confident in Intel's ability to adapt to new challenges; they've certainly overcome many over the years.
1. "China is now the number one PC consumption market in the world, while Brazil has become number 3."
What about the production? Where are Intel's customers located and how does that geogrpahy look like? Is it still skewed heavily towards China?
2.Traditionally PC(Desktop/laptop) companies like HP, Dell, Lenovo seem to be slow in moving to tablet/smartphone like form factor. Apple apart, the handset companies are miles ahead of the giants of the PC when it comes to Tablets/Smartphones(Motorola, Samsung, HTC, RIM, Sony). How can Intel rely on its allies from the PC industry to help it capture the lion's share when the dust settles in the PC vs Tablet war. Intel needs design wins in handset manufacturing companies and quick.
3.The industry leaders from semiconductor and electronics manufacturing certainly seem to have managed the economic slowdown very well, as indicated in the results, supply situation and cash flows. Is there a correlation between the financial and capital market dips and the semiconductor industry performance? Would be intersting to see if it lags and by how much.
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.
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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