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Intel Corporation Message Board

  • stocktrade14 stocktrade14 Jan 5, 2012 5:17 PM Flag

    Marvell replaces Intel in Google TV

    Not a good situation for Intel. I think Intel's October exit from GTV was face saving formula by Google-Intel than Intel's choice.

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    • Intel is fine. A tech stock, the gorilla of chips with a nice divvy.

    • ltisteve@verizon.net ltisteve Jan 5, 2012 6:36 PM Flag

      There are probably a dozen products on the market like Google TV. Apple TV, Roku, Boxee Box some from Western Digital. So, which ones are selling well?

      Aside from the XBox PowerPC ARM has nearly an exclusive market in these little streaming media devices. Where is the innovation? Yes there are some neat products, no none of them are selling well enough to consider it a breakout hit.

      The streaming TV market is where the MP3 market was before the iPod. There were likable products like the RIO mp3 player. But all in all, it was an uninspired market.

      My question is would you spend untold millions of dollars in advertising to create a market with an ARM processor based product when you know that if you come close to a payoff there will be 1000 other Chinese companies ready to cut into your market share with lower cost products?

      What Intel is doing with the Ultrabook is something that ARMH cannot afford to do, ever. The success that ARM has been having is mostly due to Apple. Without a huge company innovating, and promoting the new innovation what you get is similar to what you have with streaming TV devices. Companies will put out new products hoping for a viral hit but won't invest large sums of money in advertising.

      • 1 Reply to ltisteve
      • My question is would you spend untold millions of dollars in advertising to create a market with an ARM processor based product when you know that if you come close to a payoff there will be 1000 other Chinese companies ready to cut into your market share with lower cost products?

        What Intel is doing with the Ultrabook is something that ARMH cannot afford to do, ever. The success that ARM has been having is mostly due to Apple. Without a huge company innovating, and promoting the new innovation what you get is similar to what you have with streaming TV devices. Companies will put out new products hoping for a viral hit but won't invest large sums of money in advertising.
        -----

        Intel 'left' the Smart TV market because it couldn't gain traction. Sometime this year Apple will release the iTV which could bomb, or it could set off another wave of innovation - but without x86. This iTV and the possible 'app based' TV of the future will not be low margin market (at least initially).

        The Ultrabook is a very smart move by Intel to create a wedge between tablets and real computing. ARMH would (and could) never 'create' a new product market as Intel is doing. It's far to low down in the supply chain. It would be upto the likes of Microsoft, Apple, Google, TI, Nvidia and QCOM to innovate and push through any new ARM based form factor.

    • gregory.lynn@rocketmail.com gregory.lynn Jan 5, 2012 5:22 PM Flag

      Google TV is not selling very well, no interactive TV platform is, so until they do please don't give me this BS about how this is going to effect Intel's bottom line.

      Go away now and come back after CES shorty.

 
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