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Intel Corporation Message Board

  • wallisweaver wallisweaver Apr 17, 2013 1:03 AM Flag

    Q1 2013 Earnings: Q&A: The Big Change Over the Last 12 Months

    Paul Otellini

    We have a certain spec for ultrabooks, and that is the product that Stacy said is going to be centered at as low as $599 with some [diverse] SKUs to $499. If you look at touch-enabled Intel based notebooks that are ultrathin and light using non-core processors, those prices are going to be down to as low as $200 probably.

    Stacy Smith

    And I’d say the big change over the last 12 months there is that Bay Trail is going to be a great product in that segment of the market. We think it enables stunning performance relative to what the competition can bring. And it’s going to enable these price points. A year ago, we didn’t really have line of sight to hitting that, and today we’re cleanly there.

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    • Looks like Stacy is going to be the new CEO from the way the cc went.

      • 1 Reply to stockjock44
      • Yes, always felt Stacy would be appropriate insider to take on the CEO role. He came across pretty confident with his familiarity with Intel's business and numbers. I also felt that Otellini was intentionally taking a backseat to Stacy Smith letting him do quite a bit of the talking.

        It is also possible for the Intel board to split the President and CEO roles. Stacy being named the CEO with a President who can spearhead mobility and assist Stacy.

        If they don't split the roles, they can look at finding someone for the COO slot.Though Brian Krzanich (current COO) may be a very capable person, he doesn't come across as a person interested in being one of visible outside faces of Intel.

        Of course, they may have to find a good role and title for Brian in order not to slight him...

 
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