Intel's Mongolian Contortionist Act
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Intel missed its earnings projection, but its inventories dropped. Or did they? Bill Mann thinks not.
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The glass-encased room inside Intel Corp.&#039;s microchip factory here, with its shiny, metallic surfaces and frigid air, is a world away from the blistering sun and brown earth outside. An army of robots suspended from the vast ceiling glide from one refrigerator-sized machine to the next. Their cargo: thousands of 12-inch silicon platters that form the raw material for Intel&#039;s most sophisticated computer microprocessor to date.
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Moore's Law continues to mandate that the transitor must be shrunken. But as Intel CEO Paul Otellini admitted tonight at CES, had it not been for a key innovation, Mr. Moore might have found himself out-lawed.
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A new group of processors could put the chipmaker inside your set-top box.
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sameerdesai writes &quot;Seattletimes is carying this story on Intel helping major countries like China and India to help build Linux machines as an alternative to Microsoft Windows.
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Intel, the world&#39;s biggest semiconductor maker, said it is helping Chinese and Indian customers build personal computers that use the Linux operating system, an alternative to Microsoft&#39;s Windows software.
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IBM and Advanced Micro Devices have come up with a new way of straining silicon in a move that will allow them to make chips with better performance.
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Processor could steal spotlight from AMD, Intel's forthcoming dual-core chips.
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With perhaps a month to go before launch, the next big computer chip remains a bit of a mystery, and so every shift in strategy by longtime rivals Intel and Advanced Micro Devices is being teased for hints of the battle to come.
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Chip maker likely is making way for new products.
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Chip injunctions force the company to alter its plans.
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The net must be changed to help it cope with what the future holds for it, according to chip maker Intel. In a keynote speech at an Intel conference, chief technology officer Pat Gelsinger said new uses for
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Intel Corp, the world&#39;s largest  chipmaker, is on the verge of making its biggest push yet into  mobile consumer electronics, seeking to replicate its success  in mobile personal devices, as well as personal computers long  before that.
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It's becoming clear that the low-power Silverthorne processor is more than a new chip. It is a building block for Intel's future road map.
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(InfoWorld) - The leading quote from this weekâs news comes from Intel CEO Paul Otellini: "We're doing product refreshes every two years, which is the model we invented and then stopped doing after Pentium 4, shame on us," Otellini said. "We fell off it -- mea culpa, we screwed up -- and now we're back on that pace." Otellini was speaking at a Morgan Stanley Technology Conference, but regardless of the venue, every time a CEO speaks, he or she is using analysts and journalists as a conduit to shareholders. When a CEO takes a podium to apologize to shareholders, it tends to be the board of directorsâ idea. This is an obtuse, though profuse apology. The screwup to which Otellini refers is his decision to clear Intelâs shelves of x86 property and dump it on AMD in one drop so that Intel could end the year with a bang, having had the last volley in the CPU wars. It did that. But one could liken Intelâs strategy in latter 2006 to a massive spread of fireworks thatâs sent up simultaneously. Everybody goes nuts at the spectacle of it, but after that brief rush, all thatâs left is silence and smoke, soon followed by the glow of taillights. As tacky as it is to quote oneself, I put Otelliniâs present bind succinctly in a column I wrote last August: âIntel shot its entire wad on Core microarchitecture. From here, the only place Intel can go is bigger cache, more cores, and faster clocks.â Indeed, that sums up Intelâs plans for 2007, and thereâs no swaggering spin, distraction, or buzzword bending that can make up for the enormous technology gap between Core 2 and AMDâs reengineered Barcelona quad-core Opteron. It isnât likely that Intel can play engineering catch-up, given that Otellini has pink-slipped 10,500 workers. Otellini will have more than empty cupboards and empty desks to apologize for. He set a strategy to bulk up Intelâs manufacturing capacity and to jam up AMD by forcing prices down and leaving AMD unable to meet spiked market demand. Market demand is sagging, and if it returns, AMD has the capacity advantage: It has third-party foundries standing ready to stamp out AMD CPUs if need be. Another example of poor judgment is Otelliniâs fixation on CPUs and chip sets. AMDâs acquisition of ATI put Intelâs rival in the high-margin peripherals business as well as a growing role in high-performance chip sets for Intel desktop and notebook PCs. Intelâs hostile attitude toward chip-set makers drove graphics and chip-set giant Nvidia to make surprisingly close ties with AMD despite its purchase of Nvidiaâs sole competitor. If only it ended there. Recently, Intel informed the Delaware Federal District Court that it cannot produce relevant e-mail messages that were exchanged after the filing date of AMDâs antitrust suit. Intelâs letter to the court blames individual human error while heaping detailed praise on executivesâ document retention plan. Buried in the text is the Nixonian counterpoint, âSome of the tapes appear to have been recycled.â Itâs not that Otellini hasnât done anything right. He did put the brakes on NetBurst. He won an exclusive with Apple and got Sun Microsystems to add Intel to its product line. But in the minus column, Otellini lost the companyâs gold medal exclusive PC maker, Dell, and people will wonder whose inboxes those recycled tapes might have contained. Intelâs CEO should be gilding his parachute. If he lasts out the year, it will be because Intelâs board wisely takes its time to choose a replacement. My litmus test? Find someone who believes that Intelâs yearly sponsorship of the A. M. Turing Award matters more than convincing a judge in Delaware that evidence really, truly got lost. And find a CEO who, when he or she apologizes for lousy decisions, uses the pronouns âIâ and âme.â
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Power consumption continues to climb, so Intel will reach into the bag of tricks to keep Moore's Law going.
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Intel selects consummate insider as next CEO. Can he take Intel beyond the PC?