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Intel Corporation Message Board

  • wallisweaver wallisweaver Mar 17, 2013 1:12 AM Flag

    Intel is Well-Positioned on Three Operating Systems

    [Android, Windows, or Tizen. Intel is prepared to do them all. And has a chance at an expanded relationship iwth Samsung on Tizen...]

    "The truth is that Samsung needs Google more that Google needs Samsung, because the company's smartphones and tablets run on Android. In fact, the Android OS is the reason Samsung has become the biggest smartphone manufacturer in the world. For now, Samsung is stuck with the Android operating system and Google, even if it would prefer to get a divorce.

    Ever since Google bought Motorola, Samsung has seen the writing on the wall. That writing says that the two companies are officially competitors and have different interests. While Google is not making any money from Motorola yet, the fact is that it sees very big potential based on the amount of money Samsung is making. Sooner or later, Google will want to copy Samsung's model and also cash in on hardware sales, in addition to the ad revenue from mobile devices.

    Samsung has probably known this for some time now, and is making preparations for parting from Google and the Android OS altogether. Samsung has confirmed that it will roll out a new smartphone that will run on the Tizen OS that is fully supported by Intel (INTC). In fact, Japan's NTT DoCoMo (DCM) has agreed to carry the phone.

    But Google also has a problem. If Samsung stops supporting the Android OS and rolls out a Galaxy phone running the Tizen OS, that might shrink Android's market share. And Samsung might just become successful at it, knowing how it makes such high quality phones. And if Samsung is successful, what's to stop Tizen from becoming an Android competitor?"

    From George Kesarios

    Sentiment: Strong Buy

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