Intel Corp (INTC)

[jfine]

I think it's mostly Wind River software which would make it horizontal.

I doubt there's much silicon revenue yet.

Last November at the investor meeting, Stacy said the Intelligent System Group had over $2B in revenue for 2013 and he was forcasting mid-teen growth in 2014.(slide 42 of his presentation)
The group's performance was masked by other groups in the old OIA segment.
At that time, Wind River was part of the Software division.

The 2013 Intelligent Systems Group:
Delivering platforms designed for embedded applications for communications, medical, automotive, industrial, retail, and other market segments.


The new reporting segments are;

• PC Client Group (PCCG): PCCG will now include the results of our gateway and set-top box business, previously reported as the Service Provider Group within the other Intel architecture (Other IA) operating segments.
• Data Center Group (DCG): DCG will now include the communications infrastructure portion of the Intelligent Systems Group, which had been previously reported in the Other IA operating segments.
• Internet of Things Group (IOTG): The newly formed IOTG includes the embedded portion of the Intelligent Systems Group. Wind River Software Group (Wind River) will also transfer from the software and services operating segments to be part of the newly formed IOTG.
• Mobile and Communications Group (MCG): MCG includes the Phone Group, the Tablet Group and Multi-Comm, all previously part of the Other IA operating segments.
• Software and services operating segments: The software and services operating segments will reflect the removal of Wind River. McAfee, Inc. (McAfee) and the Software and Services Group will continue to be part of the aggregated software and services operating segments.
• All Other: All other will now include the remaining components of the Other IA operating segments, specifically: New Devices Group and Netbook Group. All other will continue to include Non-Volatile Memory (NVM) and Corporate.