Intel's Extreme Makeover
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Plus, Coke loses some fizz, PeopleSoft sort of says no, and has Starbucks' value peaked?
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Intel exec offers few details about dual-core chips as he talks up new technologies.
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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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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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Intel Corp. launched its biggest product revamp in six years Thursday, unveiling 10 microprocessors that are expected to help the world's largest chip maker retake ground lost to smaller competitor Advanced Micro Devices Inc.
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New component will help next generation of Intel's wireless chip reach full audience for Wi-Fi.
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By Jordan Robertson  Intel Corp. has designed a computer chip that promises to perform calculations as  quickly an entire data center -- while consuming as much energy as a light bulb.
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A new experimental chip from Intel could house as many as 80 separate processing engines, or cores.
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Intel sponsors a $1 million contest to design a decent-looking computer.
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Highlights of this year's Intel Developer forum included new 45nm Penryn and Nehalem CPUs, upcoming server and enthusisat motherboards, $200 laptops, and a talk with Gordon Moore. Here's what it all looked like.
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SAN FRANCISCO - Intel Corp. and the PC industry are about to go through a major change in the way client computers are designed, built and marketed, said Intel President and Chief Operating Officer Paul Otellini during his introductory address Tuesday at the Fall Intel Developer Forum in San Francisco.
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Some assembly required Intel is punting a new modular server kit that's based on standardized parts for system builders and OEMs who cater to small and mid-sized businesses.â¦
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Intel's boss was raised on the inside. Now he must turn it inside out.
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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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Intel Corp. is planning to introduce a faster front-side bus on an upcoming version of its Pentium 4 Extreme Edition processor that will help the firm increase the performance of its chips by improving a crucial bottleneck in system performance.
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By MATTHEW FORDAHL    SAN JOSE, Calif.  -- In the latest change to its product lineup, Intel Corp...
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Intel develops a new chip that roughly doubles the number of transistors on a chip.