While Intel Chief Executive PaulOtelliniPaul Otellini has grabbed market share, he's still fighting AMD--and sacrificing profits--to get it.
Last June, AMD's chips were in 34 of the top 500 supercomputers, while Intel's chips were in 284.
While Intel dominates, competition is becoming more intense with each company rolling out newer integrated computing and graphics platforms.
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While Intel Chief Executive Paul Otellini has grabbed market share, he's still fighting AMD--and sacrificing profits--to get it.
While Intel has been dominant in desktops and notebooks with its x86 chip, it has lagged in the smartphone space.
While Intel gets headlines every time it expands one of its sprawling chip factories, AMD sold its off years ago.
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Covello observes that both Intel and Advanced Micro Devices have record inventory, while Intel is gearing up to add new capacity.
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And while Intel reported strong server processor sales, the company is also counting on its 45-nanometer technology to pay off in notebooks.
But while Intel is not a tobacco company, it most certainly is a tobacco stock, or at least it shares many of their characteristics.
Ironically, while Intel has yet to really break into mobile, its server business has benefitted handsomely as the mobile revolution has created greater demand for cloud services.
While Intel Capital invests across the technology spectrum, it is adept at investing in the technology that is behind the flashy consumer applications, Sodhani said in an interview.
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Investors should buy challengers Intel and MIPS. While Intel has muddied its valuation with its proposed acquisitions of McAfee and Infineon Wireless, it trades at 9 times the 2011 earnings estimates.
There are overlapping concerns here: while Intel clearly is blaming the drive issues for the shortfall, there are some worries on the Street that a soft economy is also crimping PC demand.
While Intel has an edge in process technology, building chips with features just 45 nanometers wide, John Fruehe, worldwide business development manager at AMD asserted that AMD's server processors performed better, despite the gap.
The move comes as AMD is struggling to crank out its latest processor design in large numbers, while Intel has moved a step ahead of AMD in manufacturing technology, pushing out processors with smaller transistors than its competitor has.
While Intel is unique in the industry in that much of its marketing simply seeks to promote computing, in the case of Hadoop, Intel is trying to achieve that but also make a business out of its distribution as well.
Korea Times specifically says that Samsung is looking to reduce its reliance on the tricky supply of its own ARM-based Exynos processors, while Intel is offering the Korean giant good prices and cooperation in order to build its mobile market share.
And while Intel said it will start selling a new processor design, dubbed Nehalem, in the fourth quarter of this year, AMD countered that it will shrink the size of the transistors on its existing server chips by the fourth quarter to match Intel's.
The problem: While Intel makes a mighty fine central processing unit (CPU)--its Centrino 2 and Core 2 products can be found in most of the world's laptop and desktop computers--the company has stumbled repeatedly when it has tried to break out of that market.
While Intel dominates the PC and server markets, Intel has struggled to penetrate the fast-growing market for smartphones and tablets dominated by Apple and a score of manufacturers building devices around software from Google and processors from Nvida, Texas Instruments, and Qualcomm.
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While Intel holds an monstrous lead in terms of market share in the PC semiconductor market (with around 80% of market share, compared with something like 10% for AMD, number two in market share), the company runs from behind in the mobile and tablet universe.
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But while Intel by has a long way to go before being able to duplicate the design infrastructure and broader foundry ecosystem that TSMC has fostered, a surge of recent Intel job postings for related disciplines suggests that Intel is spending aggressively to build up its contract manufacturing business.
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While Intel was hosting thousand of geeks at the glass and steel Moscone Center West for its twice-yearly Intel Developer Forum, AMD was quietly hustling scores of reporters and analysts through a pair of suites at the nearby W Hotel for deprogramming sessions with as many as five of its executives at a time.
Berger raised his rating on AMD to Outperform from Market Perform, while cutting Intel to Market Perform from Outperform.
He adds that it will be a while before Intel is selling optical transceivers, checks find that Cisco and other players are likely to launch silicon photonics-based transceivers for 100G applications in the data center in 2013 and 2014.
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Since March, the value of Cisco Systems - once the world's biggest company - is down 41%, while Microsoft and Intel are worth 50% less.
To the uninformed, I would point out that Apple already uses ARM-based processors in its mobile devices, while sticking to Intel processors in Macs laptops and desktops.
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While HP and Intel continue to invest in Itanium, Microsoft, notably, announced that it was ending Itanium support after its latest versions of Windows Server and SQL Server.
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While support for Intel and Nokia's misbegotten lovechild is first out the door (along with Linux itself), the company plans to introduce similar versions for Bada, QNX, Symbian, WebOS and Windows.
The result could be that Novatel Wireless and competitors such as Sierra Wireless maintain their lead, since they already have established relationships, while Nokia and Intel rush to play catch-up in this area.
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