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Intel Corporation Message Board

  • wallisweaver wallisweaver Dec 26, 2013 4:04 PM Flag

    Did Intel Just Win the Next Nexus 7?

    [Excerpt from Ash's article on MF:]

    What are the implications if true?

    If Intel wins the Google Nexus 7, it would probably be the biggest validation of Intel Architecture on Android. It could also be seen as proof that ARM (NASDAQ: ARMH ) designs do not have an inherent software advantage on Android. In addition, if Google and Intel are ready to go with a stable release of Android 64-bit, then Intel will have an inherent advantage as the ARM vendors won't have high-end, 64-bit designs until early to-mid-2015.. Not only does this kill the argument that Intel is at a software disadvantage, but this could put the ARM vendors at a disadvantage.

    More importantly, though, this will be seen as the first domino to fall. If Intel can find its way into a Nexus 7, what's to stop it from winning a Nexus 5 phone? From there, what's to stop it from winning tablet and phone designs at LG, HTC, Samsung, Lenovo, and so on? Intel has massive scale and an even larger ability to compete on price and performance, thanks to its major PC and server cash cows. While Qualcomm has cash cows of its own, Intel still generates more operating profit than Qualcomm does, despite more than a $2.5 billion operating loss in its mobile group. Can Qualcomm fight this war without scaring away investors?

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