Replies to post #123141 on Intel Corp (INTC)

[borusa]

Thats the bitch of it. Getting people to do what you want when you don't have them by the short curlies.

[ibc]

Imagine if Intel went up against Apple

This sounds like a good way to flush cash down the toilet. Why do you suppose Samsung and Apple take most of the profit share where others are marginal players? HTC has a very nice phone yet it's struggling with revenues falling off a cliff.

Samsung took 95% of Android smartphone profit share in Q1/13.
http://www.strategyanalytics.com/default.aspx?mod=pressreleaseviewer&a0=5362

Other than perhaps a 20-30% faster CPU, what does Intel bring to the table?

Frankly. they don't have the ingredients to do it.

Manufacturing/component supply chain for assembly, displays, flash, DRAM etc? Nope.
Low component costs due to economies of scale? Nope.
Broad carrier relationships? Nope.
Smartphone patent portfolio? Nope.
Differentiated non-CPU features like modem/video/camera/sensors/gps? Nope.
User visible software differentiation? Nope.
Smartphone brand development? Nope.
Multi-billion dollar marketing campaigns aligned with carriers that helps them sell data plans? Nope.

Hint: These are things that Apple and Samsung do better than everyone else.

[Tenchu]

Aeassa,

I don't know why Intel doesn't do its own phones.

Same question can apply to Qualcomm and maybe nVidia. The pressure to vertically integrate has been around for quite some time.

Trying to beat Samsung at its own game is rather daunting. Might as well get in the long line of "me too" phone manufacturers.

Ask yourself why Microsoft is having trouble trying to sell Surface and Windows Phone in a world dominated by Android and iOS.

Then ask yourself how Intel could do any better than Microsoft or Samsung.

Tenchu