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Six Takeaways From Intel's Q3 Results

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Himanshugupta
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some competition is good for Intel
Himanshugupta   10/25/2011 2:39:17 PM
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What AMD could not do for years is what ARM is doing to Intel. I think that its good of the electronics in gerneral. It will bring the best in Intel and maybe put some pressure on them. I am not saying that Intel have not delivered in the years but i think they have become a bit reckless. 

Himanshugupta
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Himanshugupta   10/25/2011 2:35:12 PM
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@Hospice_Houngbo, its true that Intel is ramping up its effort to dispel the losses that has been incurred due to its inability to break into the tablet but these efforts might not bear fruits late till 2013 when windows 8 come in to the market. Intel is gearing up its line for running high performace windows. 

Hospice_Houngbo
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Hospice_Houngbo   10/22/2011 12:56:53 PM
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@talex:

"When those netbooks running Android on ARM go to the market, Intel may be more worried."

Maybe, but Intel is prepared to face such competition. According to this 2009 article, "anticipating an influx of Android-powered netbooks to the market, Intel has begun preparations to supply manufacturers with chipsets that will support the platform."  Intel will definitely try to break into the android market as well.

t.alex
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t.alex   10/22/2011 8:30:26 AM
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When those netbooks running Android on ARM go to the market, Intel may be more worried.

Hospice_Houngbo
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Hospice_Houngbo   10/20/2011 3:50:01 PM
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"The main reason why people opt for tablets is because PC's are bulky, heavy and they consume lot of power.  I dont see how PC makers can imporve these features."

But this doesn't mean that the end of PCs is any time soon. No matter how bulky PCs seem to be they cannot yet be replaced by tablet PCs which are less powerful and limited in features. It is still tedious to do basic text editing work on tablet PCs for instance.

tech4people
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tech4people   10/20/2011 2:05:31 PM
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Tirlapur,

That is precisely where the Ultrabooks (which Intel is aggressively pushing) comes in.

I remember reading a blog by Barbara on EBN talking about the many disadvantages of a Tablet for a professional who is constantly on the move.

I know they are really cool to look at but when it comes to utility a lightweight/heavy duty laptop/ultrabook will trump a tablet anytime/everytime.

And guess what??? It can be used for Fun &Games as well...

My feeling is that the tablet will turn out to be a nice fad/nice device to have;but the old workhorse-The Laptop will stick around.

Regards

Ashish.

jbond
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jbond   10/20/2011 11:50:43 AM
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@Tirlapur

In response, Intel too is encouraging OEMs to roll out a newer generation of notebooks called "ultrabooks" that "offer compelling, thin and light form factors with instant on capability, enhanced security and excellent battery life starting at less than $1,000," Otellini said. Ultrabooks may help microprocessor makers like Intel deflect some of the effects of the tablet and smartphone invasion, but they won't completely avoid the impact.

Apple is continuing to shrink their lap tops with Mac Book Air. These are just some of the things manufacturers should be looking at. Of course the Mac Book Air is nowhere near being under $1000.

tirlapur
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tirlapur   10/20/2011 7:50:39 AM
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but the PC makers need to look at devising new PC's with key features and keeping them somewhat affordable.

@jbond, The main reason why people opt for tablets is because PC's are bulky, heavy and they consume lot of power.  I dont see how PC makers can imporve these features.


tirlapur
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Re : Six Takeaways From Intel's Q3 Results
tirlapur   10/20/2011 7:40:01 AM
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A similarly softer outlook is expected for many other electronics companies, but Intel's forecast is the clearest sign yet that the looming slowdown might not translate into a full-blown recession.

Good to hear that looming slowdown might not translate into a full-blown recession. I think intel is using this slowdown as an oppurtunity to invest in emerging technologies. For instance Intel recently invested $20M in 6 Indian firms.

jbond
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jbond   10/20/2011 7:20:19 AM
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For starters it is great to see Intel is hiring more workers, and is continuing its growth through a stalled economy. It is not surprising that China and Brazil have become two of the largest buyers of PC's. More developed countries already have a computer or two in their households, and their growth will be towards tablets and smartphones.

The growth of tablets and smartphones will definitely erode some PC sales, but the PC makers need to look at devising new PC's with key features and keeping them somewhat affordable.

 

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