Intel

INVESTOR CORNER: ARM-based Microservers are Dead; Long Live ARM-based Servers

Moor Insights & Strategy “Investor Corner” is content specifically written for the professional investment community.  This analysis was written by Steven Eliscu as part of Investor Corner, L-sq Advisors, January 5, 2013.  See important disclosures and disclaimers below. In the world of server processors, especially the ~$2.5bn (2013) opportunity for those x86 processors used in the cloud, the …

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INVESTOR CORNER: Intel New Management Sets New Tone

Moor Insights & Strategy “Investor Corner” is content specifically written for the professional investment community.  This analysis was written by Steven Eliscu as part of Investor Corner, L-sq Advisors, October 16, 2013.  See important disclosures and disclaimers below. At the recent Intel Developer Forum (IDF), Intel’s new CEO, Brian Krzanich and President, Renée James set …

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How Intel Could Conceivably Achieve the 40% Consumer Ultrabook Target in 2012

There has been a lot of industry skepticism since Intel predicted at Computex Taipei 2011 that Ultrabooks would account for 40% of consumer portable sales by the end of 2012. That included skepticism from me as well, and I continue to have that skepticism. Rather than dive into that discussion though, I think it’s more important …

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