Replies to post #127688 on Intel Corp (INTC)

[ibc]

Somebody also asked about cloud vs. enterprise and if there's a 1:1 trade going on there as companies migrate their enterprise IT services into the cloud.

Stacey said yes, but I don't buy it. Cloud providers are far more efficient at allocating compute capacity as that is their core competency.

Also, private enterprise will have to buy for peak capacity to handle the once-in-a-while peak load. Cloud must also do this but this is shared with others so there is less overall aggregate compute capacity as it's unlikely that every customer will demand peak load all at the same time.

[Saturn V]

that Bay Trail wasn't even meant to be on Android until recently(!!)

... I do not understand. If Clovertrail+ was on Android, then why not BayTrail ? It should be be a difficult port to BayTrail, to account for new instructions and power modes ? Unless the Clovertrail port was a 32 bit port, and Intel made a late decision to switch to 64 bits.

I understood why Intel chose to focus on Windows in 2012, when in early 2012, Android on Tablets did not appear to be the runaway sucess it became. But not porting Android to Baytrail in 2013 is not understandable,unless someone was trying to appease Ballmer.

[Saturn V]

You also heard that Bay Trail wasn't even meant to be on Android until recently(!!)

I have been struggling with that revelation since Thursday, and trying to understand the mindset behind the decision to ignore Android on Baytrail. I think that Intel's strategy was to assume that Android will forever remain a low end cost sensitive platform, and use Clovertrail+ only for Android. Once the 64 bit Apple 5s was announced, the idea of higher end Android offerings was born to leverage the 64 bit capability and the dual boot capability of the Atom.

Intel has been guilty of consistently underestimating Android. For its first phone chip, Intel ignored Android and hitched its star to Nokia with the MeeGo initiative. That was disastrous when at the last minute the new NOKIA CEO abandoned Intel for the Microsoft Phone. In 2012 for its first tablets, Intel ignored Android and put all its effort on Windows 8 tablets. Here again it got screwed by Microsoft,who had its own agenda of pushing Windows RT tablets.The same effort in porting to Android in 2012, would have paid off handsomely. Hopefully the late effort on Baytrail will bear fruit and develop the higher end Android market.