Intel
How Are Retail Advertisers Engaging Mobile Audiences?
source: http://www.marketingcharts.com/wp/interactive/how-are-retailer-advertisers-engaging-mobile-audiences-35801/?utm_campaign=rssfeed&utm_source=mc&utm_medium=textlink
Millennial Media has released [download page] the latest study in its “Mobile Intel” series, produced in partnership with comScore. As part of the study, Millennial Media shows how retail advertisers are employing a number of postclick actions that differ significantly from the average advertiser on the platform. Mobile commerce, store locator and site search are among the top actions they’re using to drive web and foot traffic.Intel posts Q2 2013 earnings: revenue of $12.8 billion, net profit of $2 billlion
Source: http://www.engadget.com/2013/07/17/intel-posts-q2-2013-earnings-revenue-of-12-8-billion-net-prof/
Intel just posted decidedly mixed results for the second quarter. While it largely matched its outlook from the first quarter with $12.8 billion in revenue and a healthy net profit of $2 billion, it also saw sharp year-over-year drops in revenue from some of its core divisions. The PC Client Group, which makes the brunt of Intel’s processors, saw its revenue decline 7.5 percent; the Other Intel Architecture Group, which primarily handles mobile chips, faced a 15 percent drop. Intel hasn’t explained the dip, although there are a pair of major factors at work. In addition to facing a very rough PC market, the company only launched its Haswell architecture late in the quarter — there hasn’t been much time for customers to buy the new chips. Intel says there’s “strong acceptance” from early Haswell customers, however, and its outlook for the current quarter is slightly rosier as a result — it expects to make the same $13.5 billion in revenue that we saw a year ago.
Article: The rise and fall of AMD: How an underdog stuck it to Intel
Aurich LawsonIn part one of this two-part series, we look at the evolution of AMD from a second-source supplier for companies using Intel processors towards CEO Hector Ruiz’s ideal of a “premium” chipmaker that could sell to the likes of Dell and Intel.On June 10, 2000, Advanced Micro Devi…
http://arstechnica.com/business/2013/04/the-rise-and-fall-of-amd-how-an-underdog-stuck-it-to-intel/
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Outgoing Intel CEO Zings Windows 8, Predicts $200 Touch PCs Coming Soon (INTC, MSFT)
One reason Windows 8 hasn’t been a big success is that the devices are just too expensive, Intel CEO Paul Otellini told analysts at Intel’s quarterly conference.
Microsoft‘s own Surface Pro tablet starts at $899, and many other Windows Pro devices are over $1,000.
But that will soon change, Otellini predicts.
He expects to see Intel-based Windows 8 tablets in the $300-$400 range by the fall:
… I think people are attracted to touch, and the touch price points today are still fairly high, and they’re coming down very rapidly over the next couple of quarters. … [as] OEMs start looking at new form factors … the competitiveness of that platform is going to be substantially different, at price points down into the $300 to $400 range enabling touch. We didn’t have that last year.
He says that other Intel-based tablets are coming too, priced as low as $200, though he didn’t say what operating system these would use. He described them as “touch-enabled Intel based notebooks that are ultrathin and light using non-core processors.” These could be Android devices because Intel supplies chips for Android devices, too.
And he slipped in a light zinger at Windows 8 and its learning curve, too:
I’ve recently converted personally to Windows 8 with touch, and it is a better Windows than Windows 7 in the desktop mode … There is an adoption curve, and once you get over that ad! option c urve, I don’t think you go back. And we didn’t quite have that same kind of adoption curve in Windows 7 versus XP before it.
He’s certainly not alone in saying these things. Pundits have been telling Microsoft the same thing since before Windows 8 actually began shipping, while people were playing with the preview versions of it.
None of this will Otellini’s problem soon enough. After 40 years with the company, he is retiring in May.
Intel will discontinue desktop motherboards following Haswell release
Source: http://www.engadget.com/2013/01/23/intel-will-discontinue-desktop-motherboards/
The decline in desktop PC sales is beginning to ripple throughout the industry, as Intel has revealed plans to wind down its desktop motherboard division over the next three years. According to AnandTech, the company will release boards that are based on the Haswell architecture before completely suspending development. Moving forward, Intel will instead focus its efforts on creating form factor reference designs for the Ultrabook, tablet and desktop markets. Curiously, one product that’s currently immune from the announcement is the Next Unit of Computing (NUC), a miniature barebones system that will see continual development from Intel. While custom PC builders will likely take a moment to reflect upon the news, it’s said that the transition is unlikely to affect the company’s workforce. Instead, current employees will be absorbed into other divisions within Intel. After all, there’s no point in showing talented engineers to the door, even in an age of market shifts.
[Image credit: huangjiahui, Flickr]
Source: AnandTech
Apple’s Exploding Capital Expenditures (AAPL)
Source: http://www.businessinsider.com/chart-of-the-day-capex-big-spenders-2012-10
Apple’s capital expenditures for the last year were $8.3 billion, which is significantly above its rivals, as this chart from Horace Dediu at Asymco shows.
Dediu believes Apple’s capex is significantly above its peers because Apple is investing in data centers like Google, and process equipment like Intel. As a result, its quarterly spending is closer to Google plus Intel.
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The Collapse Of The Microsoft-Intel Monopoly (INTC, MSFT, AAPL, GOOG)
Source: http://www.businessinsider.com/chart-of-the-day-personal-computing-platforms-2012-9
Here’s an awesome chart from Horace Dediu of Asymco that shows the collapse of Microsoft and Intel’s monopoly in personal computing. It’s been making the rounds today.
As you can see, Android and Apple have successfully eaten into Wintel’s marketshare. That’s not to say Microsoft is going to collapse. It has a number of successful businesses. It’s just not going to run the world like it once did.
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Intel Creates $100 Million Fund To Make Your Car Smarter (INTC)
Source: http://www.businessinsider.com/intel-creates-100-million-fund-to-make-your-car-smarter-2012-2
Intel Capital announced today a $100 million fund devoted to cars.
So what’s a chip company doing betting on technology in cars?
Intel estimates that by 2014, cars will be one of the top three fastest-growing markets for connected devices and Internet content. That eventually gives Intel an opportunity to put more of its chips in a whole new place: cars.
As an Intel manager put it in the press release announcing the fund: “The car is the ultimate mobile device.”
The Intel Capital Connected Car Fund will invest in technologies such as advanced driver assistance systems, speech recognition, gesture recognition, and eye tracking.
But there’s no mention of self-driving cars just yet. That is all Google for now.
SanDisk makes 128-gigabit flash chip, crams three bits per cell, takes afternoon off
Source: http://www.engadget.com/2012/02/22/sandisk-makes-128-gigabit-flash-chip-crams-three-bits-per-cell/
SanDisk has developed a chip that earns it membership in the exclusive 128-gigabit club. Not content with simply matching the Micron / Intel effort, SanDisk and its partner Toshiba claim their new memory uses 19- rather than 20-nanometer cells in the production process. Shrinking the size is one thing, but SanDisk’s new chips also use its X3 / three-bit technology. Most memory stores just two bits per cell; cramming in another means fewer cells, less silicon, more savings, cheaper memory, happier geeks. Analyst Jim Handy estimates that the price per gigabyte for the tri-bit breed of flash could be as low as 28 cents, compared to 35 for the Micron / Intel equivalent. Full details in the not-so-compact press release after the break.
SanDisk makes 128-gigabit flash chip, crams three bits per cell, takes afternoon off originally appeared on Engadget on Wed, 22 Feb 2012 19:37:00 EDT. Please see our terms for use of feeds.
Samsung / Blockbuster reportedly sign streaming deal in Oz, US and Europe next?
Source: http://www.engadget.com/2012/02/21/samsung-blockbuster-video-streaming-deal/
Samsung / Blockbuster reportedly sign streaming deal in Oz, US and Europe next? originally appeared on Engadget on Tue, 21 Feb 2012 18:31:00 EDT. Please see our terms for use of feeds.
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Dr. Augustine Fou is Digital Consigliere to marketing executives, advising them on digital strategy and Unified Marketing(tm). Dr Fou has over 17 years of in-the-trenches, hands-on experience, which enables him to provide objective, in-depth assessments of their current marketing programs and recommendations for improving business impact and ROI using digital insights.
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