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Intel Corporation Message Board

  • wallisweaver wallisweaver Mar 28, 2013 4:33 PM Flag

    Why a Massive Apple, Intel (TV) Partnership Makes Sense

    At this stage of development and at launch, I have to think Intel Media VP/GM Erik Huggers doesn't want Apple meddling in his company's living room plans. However, if Intel's cable set-top box hits the ground running, the two tech titans could be a match made in heaven.

    Anyway, here's how it could go down.

    It's all but certain that Intel will launch its product in time for the holidays. Rumors persist that Apple will enter the living room -- quite possibly with an Ultra HDTV -- right around the same time.

    I have argued for months that Apple, contrary to consensus, wants (or, at least, should want) no part of high-profile content deals. It should stick to what it does best: making existing consumer hardware better -- more intuitive, beautiful and useful. Let Intel deal with the content end of things, which suits Huggers, a BBC veteran, better than Tim Cook.

    Tim Cook says he feels like he has stepped back in time when he walks into his living room -- you know, like some backwards#$%$ era where gay marriage isn't even legal (oh ... wait!). In this regard, Huggers speaks the same language as Cook. In fact, while Netflix (NFLX) CEO Reed Hastings talks a big game about smart television and innovation in the living room, Huggers absolutely appears prepared to deliver the material goods.

    He has the cash . . . the backing of a giant blue chip institution. And Apple is a peer, at least if Intel -- throughout the organization -- can get its act completely back together. It's cheesy, but Intel and Apple do make a perfect match in the living room. Whether they know it or not, their interests are (or, at least, should be) aligned.

    From The Street

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    • curlly, larry, and moe ......

      Sentiment: Strong Sell

    • on the other hand,AAPL needing smaller units, could cut back on INTC

    • You say, "While Netflix CEO Reed Hastings talks a big game about smart television and innovation in the living room, Huggers absolutely appears prepared to deliver the material goods".

      Netflix pioneered affordable video entertainment streaming and created an industry model many have tried to emulate. Netflix has streamed to PC's for years and they are incorporated into nearly every DVD player and SmartTV made. They have millions of loyal paying subscribers and consumers overwhelmingly consider them a great value.

      Huggers has yet to build any product and doesn't have a single paying customer.

      Reality check!

      • 2 Replies to merlot_1
      • Merlot or whatever your name is,the only thing I hear in your posts are anti INTC rants,you don't make any sense to me at all, which includes not even giving INTC a chance to make something different with great potential & diversity work.

        Sentiment: Buy

      • merlot_1/sanddollars: you know it's only a matter of time before Intel officially signs the deals with the media companies. The service will be underway before the holiday shopping season starts and Intel will get customers signed on. Netflix offers just a streaming movie service...Intel is offering one better - Live TV streaming.....Netflix relies on hw makers to incorporate their service...Intel builds their own hardware which are far superior to the basic DVD players, read the following article:
        The media server reference design supports Hillcrest Lab's motion control technology as well as Intel's own perceptual platform for gesturing and facial recognition. Intel will have this media server reference design in their set-top box that will be rolled out with the web tv service. The technologies embedded in the set-top box, it basically acts as a gaming console as well. With the media server reference design, Intel is hoping that other hw manufacturer will incorporate it to build their own set-top box or incorporate into Smart TVs.

        So yes I would say Huggers and Intel has everything in place to deliver the goods!

    • Continued...

      We know one has a set-top box that will presumably provide solutions to issues such as discovery and personalization and the other is working on something, quite possibly a television set. TVs and set-top boxes go together.

      Of course, questions exist: Will Intel be involved, at all -- even with a processor -- in an Apple TV, assuming one comes to market? Will overlap exist? In other words, will an Apple smart television do some of the same things an Intel set-top box does? And, a bigger question for Intel, what if the consumer already has a "box" through a traditional provider such as DirecTV (DTV) or Time Warner Cable (TWC)? How do you expect them to ditch that setup in favor of an Intel offering? Or will the Intel device look more like a Roku player or the present iteration of Apple TV?

      All interesting questions. And I will pose them to Intel's Huggers. I have secured a video conversation with him. Just firming up the date now, but expect it to go down at TheStreet's Wall Street headquarters some time in April or May.

      There are more questions than answers, but Intel and Apple could scratch one another's innovative itches in the living room and beyond.

      [Just one of the many shoes that could drop. Analysts and shorts are nuts to expose themselves to this much risk. And we can depend on Haswell, Airmont and 14nm FinFETS to drop. The end of the ARM era is upon us...]

      • 2 Replies to wallisweaver
      • I don't have any faith at all in Apple since Jobs left. Apple will not use Intel parts in their Apple TV even if it turns out to be more than a pipe dream. Apple will do the wrong thing and put an ARM chip in it instead of a quality Intel chip. Content is going to be king in these initiatives and Apple can't even land a China Mobile deal let alone negotiate with all the content providers for new content. Looks like Intel is going to out Apple, Apple.

      • Of course, questions exist: Will Intel be involved, at all -- even with a processor -- in an Apple TV, assuming one comes to market?
        I was wondering about this - Intel leveraging its hardware - look at the (small) foundry partners and the products they provide.
        It's all about speed and moving lots of data.

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