Is Intel Too Optimistic?
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Plus, Amazon's British invasion, it's showtime for Martha, and GM's desperation gets noisier.
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No hard feelings. Intel (nasdaq: INTC - news - people ) has hired away hundreds of engineers from Hewlett-Packard (nyse: HPQ - news - people ). However, it is unlikely to cause friction between the chipmaker
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Via Technologies' upcoming 64-bit Isaiah processor likely outperforms Intel's Silverthorne, but not its Core 2 Duo, chief designer says.
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Montalvo has some cash and a lot of execs with deep backgrounds in the chip industry. But will it have the staying power to survive against Intel?
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The Extreme Edition bears out Intel&#39;s announcement last month that it would look beyond increased clock speed. &quot;The problem is, if they keep the clock speed and increase the bus speed, they&#39;ll
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Intel gets latest Itanium into "white box" systems. AMD, meanwhile, isn't willing to concede any ground.
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Intel's presentation at a conference next week appears set to confirm many rumored details of the chip's architecture and characteristics.
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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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The CEO of the world's largest chipmaker wants hardware developers thinking about graphics, low-power applications, and Intel's determination not to let AMD get the best of it again.
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Once more, with feeling: Why is AMD on the lam, and how can it get back up?
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Intel (nasdaq: INTC - news - people ) released its Pentium 4 Extreme Edition processor on Monday. The hotly awaited--and just as hotly touted--new chip is geared for a &quot;balanced&quot; approach to home PCs: By tightening
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After its recent delays and missteps, chip maker sets its sights on a dual-core future. Intel will look to a multicore future during the Fall Intel Developer Forum (IDF) in San Francisco this week as it tries
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Intel selects consummate insider as next CEO. Can he take Intel beyond the PC?
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A strong demand for its computer chips brightens otherwise dismal year for the maker of semiconductors. By Laurie J. Flynn. SAN FRANCISCO -- Eking out a strong finish to end a disappointing year, Intel Corp
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Intel missed its earnings projection, but its inventories dropped. Or did they? Bill Mann thinks not.
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Intel Corp., the world's largest computer chip company, is not suffering from overcapacity and new areas are emerging that will increase global demand for microprocessors, its chief executive said Friday.
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NEW YORK - Intel certainly surprised many semiconductor industry watchers today with its improving sales forecasts for the current quarter, but not everyone is convinced that all is as rosy as it seems at the world&#39;s biggest chipmaker.