Wednesday, April 24, 2013

Intel Q1 '13 - the pre-cursor of things to come

In spite of a dramatic 14% slow down in the PC market, Intel results came in on track. More importantly is their commentary on what's coming:

"Amidst market softness, Intel performed well in the first quarter and I'm excited about what lies ahead for the company," said Paul Otellini, Intel president and CEO. "We shipped our next generation PC microprocessors, introduced a new family of products for micro-servers and will ship our new tablet and smartphone microprocessors early this quarter. We are working with our customers to introduce innovative new products across multiple operating systems. The transition to 14nm technology this year will significantly increase the value provided by Intel architecture and process technology for our customers and in the marketplace."

With the arrival of Centerton for micro servers, Haswell for notebooks and desktops and Clovertrail + for phones - Intel is about to unleash a tidal wave of new products that are going to make them fiercely more competitive. Couple that with 14nm which puts them so far ahead of the other semiconductor manufacturers and they are on a trajectory that is going to make them an unreal phenomenon.

Follow that up with Baytrail for tablets later this year and they will have delivered a knock out punch to every one of their competitors. AMD is already talking about moving to ARM. Leaving Intel the sole contendor in the X86 business. Which makes their core business around PCs unassailable. And with RT looking like it's dying a quick and painful death, Microsoft will have to consider re-aligning themselves back to Intel. While Intel with their support for both Windows and Android will be sitting pretty.

Looks like while everyone else was playing checkers, Intel was playing chess!

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