Replies to post #126847 on Intel Corp (INTC)

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That is why I want Intel to diversify x86 onto as many other OSes as possible as quickly as possible in *every* form factor.

Duh. The future of computing is mobile. Desktops and notebooks are slow growing at best, but they're going to fade in relevance in due time.

Soon you will have enough power in your tablet/phone to dock it, and this will be good enough for most people. If Intel does not lead in phones/tablets, and if it doesn't strive to take significant content share in these devices, then its future really is bleak.

I don't think many people truly appreciate the threat from the ARM folks here. And, no, playing foundry for companies that know how to design mobile chips won't cut it, either.

[fastpathguru]

You don't see a generation being raised on non-Wintel as a threat to Wintel?

No. I see a generation raised on handhelds as a threat to Windows.

That is why I want Intel to diversify x86 onto as many other OSes
as possible as quickly as possible in *every* form factor.

For all intents and purposes, Windows IS Wintel.

That doesn't mean I'm saying Wintel = Intel. Sure, Intel can/does/will support other platforms... But these platforms will not be locked into Intel like Windows effectively is.

Perhaps we just differ in our opinion of how well Intel can compete without the Wintel monopoly tipping the scale heavily in its favor.

Personally I don't see Intel holding ARM/etc. completely at bay in its higher-margin markets... IMHO the higher the margins, the higher the probability that ARM/etc. will encroach and the margins will shrink, a double-whammy for Intel.

fpg