Honoring the next generation of American innovators, Intel Corporation and Society for Science & the Public today announced the winners of America's oldest and most prestigious pre-college science competition, the Intel Science Talent Search. Erika DeBenedictis, 18, of Albuquerque, N.M., won the top award of $100,000 from the Intel Foundation for her project developing a software navigation system to help improve spacecraft travel through the solar system.
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by Larry Etter
Today’s New York Times has a very interesting article “For Chipmakers, the Next Front in a Costly War is in Smartphones,” which makes a case why leading semiconductor manufacturers Intel and GlobalFoundries are poised to take market share in smartphone processors. GlobalFoundries is the manufacturing division that AMD spun out last year, and will do the semiconductor manufacturing for other companies at “what is arguably the most advanced chip factory ever built.” Jim Ballingall, VP for marketing, stated “[t]he first one out there with these types of products [for smartphones] is really the one that wins in the marketplace.”
Regarding Intel, the article is correct that one of that company’s keys to its success has been its manufacturing expertise. While it is very expensive to build semiconductor foundries, doing so enables INTC to manufacture at the leading edge of cost and performance. (According to EETimes, Intel manufactures semiconductors at a line width of 45 nanometers, or billionths of a meter, going to 32 nm. http://www.eetimes.com/rss/showArticle.jhtml?articleID=223100024&cid=RSSfeed_eetimes_newsRSS) But it’s worth noting that while INTC has been spectacularly successful making X86 architecture microprocessors, it hasn’t matched that record with chips for other applications. As the article notes, Intel is competing against other companies producing ARM-architecture chips for smartphones, and INTC’s Atom microprocessors “can cost two to three times as much” and “consume too much power for many smaller gadgets.” The other problem for Intel is software—since the ARM is more common, there is more smartphone software written for it.
Regading GlobalFoundries, I disagree with Mr. Ballingall to some extent. While leading edge manufacturers should be able to make chips with the best price/performance, that is not a sufficient condition "to win in the marketplace," or even a necessary one. The chips that win are the ones that power the smartphones that wind up being the most successful in the market, which are chosen by the consumers, wireless carriers and smartphone makers. There are many criteria for getting “designed in,” by the smartphone vendors such as Apple and Nokia, including cost, performance, vendor (including the ARM suppliers), features and architecture. And each time there’s a new smartphone, there is at least the possibility of a new design in process, so no designer or manufacturer of smartphone chips has an ongoing lock.
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by Stuart Skalka
Intel Corporation and Nokia said today they are merging their popular Moblin and Maemo software platforms, creating a unified Linux-based platform that will run on multiple hardware platforms across a wide range of computing devices, including pocketable mobile computers, netbooks, tablets, mediaphones, connected TVs and in-vehicle infotainment systems.
The companies believe the open software platform will accelerate industry innovation and time-to-market for a wealth of new Internet-based applications and services.
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by Larry Etter
Intel Corporation has introduced the Itanium® processor 9300 series, previously codenamed "Tukwila," which delivers more than double the performance of its predecessor, boosts scalability and adds reliability features to the Itanium platform that is already running mission-critical applications for 80 percent of the Global 100 corporations.
Intel says 80 percent of Global 100 companies have chosen Itanium®-based servers for their most demanding workloads so this helps its franchise there.
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by Larry Etter
The lawsuit filed by the Federal Trade Commission against Intel is "overblown" and won't lead to much of anything beyond perhaps a settlement, argues one market analyst following the case.
The FTC's case is multi-faceted, taking on Intel for alleged anticompetitive behavior, but also taking it to task for its x86 licensing terms and practices. The FTC's suit came after Intel had fought and lost similar allegations in Japan, Korea and Europe, the latter hitting Intel with a $1.45 billion fine (Intel is appealing).
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by Michael Oliveto
Caris & Company initiated coverage for Intel with a recommendation of Buy.
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by Rich Pike
Intel Corporation Monday announced that its board of directors has approved a 12.5 percent increase in the quarterly cash dividend to 15.75 cents per share (63 cents per share on an annual basis), beginning with the dividend that will be declared in the first quarter of 2010.
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by Larry Etter
Intel Corporation was sued by New York Attorney General Andrew Cuomo, who accused the Company of scheming to maintain monopoly power in the market for microprocessors.
In a lawsuit filed in a Delaware federal court, Cuomo said Intel violated state and federal antitrust laws through a 'systematic worldwide campaign' of illegal threats, bullying and coercion designed to maintain a stranglehold on the market for microprocessors for personal computers. He said the Company for several years has bribed or coerced computer makers such as Dell Inc, Hewlett-Packard Co and International Business Machines Corp to use its microprocessors or not use those of rivals, in exchange for 'billions of dollars' of payments.
· Related: Dell
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by Michael Oliveto
Intel boosted the confidence of the markets when it reported better than expected results. The company Tuesday afternoon reported third-quarter revenue of $9.4 billion. The company reported operating income of $2.6 billion, net income of $1.9 billion and earnings per share (EPS) of 33 cents.
Analysts feel this points to better economic feelings in market for at least the short-term.
· Related: Dell
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by Larry Etter
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