Intel Corp (INTC)

[simplytom]

Theory about Osborne-Effect

Intel is currently in a phase where we can't see that much into the future roadmap-wise.
Two years ago we already know the production-date of cherry-trail.
But currently we don't know the products two years in the future.

I think that Intel currently has a quite good market position so they don't need to "osborne" other products.


-----------------------------------------------

Second:
There are numbers around predicting that Cherrytrail is not that much faster compared to Baytrail.
I have a theory on this topic.
Current ARM products are really good at doing nothing (idle-state).
But we need context-aware-devices. So you need a good efficiency level at doing medium kind of calculations.

The example:
Intel won the HoloLens-Design. You are wearing the HoloLens for 4 hours and it is constantly calculating the "VR-context" and it is constantly overlay additional information into your view.
So a smartphone is 90% in idle, a HoloLens is constantly calculating.
They are not using a Core M - they are using a Cherrytrail because it is very very efficient in medium workloads.
"Million Operations per Joule"

I am quite optimistic at this point.
HoloLens is a very very demanding "state-of-the-art-workload".
"Google Glass Version 1" is a joke compared to this workload.