Saturday, March 30, 2013

It's time for a change

It's been 3 years since I've been here. Much has changed. AMD is a spent force. Trying desperately to stay alive...forget being relevant.

However, a new challenger has arisen. ARM has created an alternative for Intel where none existed before. What Intel was to PCs - ARM is to the new world of tablets and phones.

However, the real threat to Intel is not merely ARM. It is the myriad of Operating Systems that are emerging in the tablet/phone space. iOS, Android, Windows 8, Tizen, Firefox - and who knows what else may happen.

Into this fractured world - comes the reality that scaling your architecture for 1 OS (Windows) on the PC business is vastly different from enabling it for 3-4-5 OSes. Specially when you are the challenger. And the risk of not supporting that OS fast enough is market share.

What should Intel's strategy be...? How do they create the scale they need to be a major player in phones and tablets?

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