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