white-label OEMs. RT, meanwhile, has fallen flat since its 2012 launch. PC OEMs have largely abandoned the ARM-based ( ARMH ) OS, which may be merged with Windows Phone down the line, to focus on building Windows 8 and Android tablets. Post your
D costs that may be elevated going forward, as well as the potential threats of being displaced by internal solutions or ARM Holdings ' graphics IP, we are less confident that the firm can translate tailwinds associated with the booming smartphone market
utilizing their inflated stock valuations to grow their businesses. Although companies like MercadoLibre ( MELI ), Arm Holdings ( ARMH ) and other overvalued technology companies are mainly utilizing their stock prices to dish out hundreds of millions
By Ashraf Eassa : In this article, I roll up my sleeves and do a competitive analysis of Intel's ( INTC ) upcoming "Merrifield" platform. Let's Begin First off, let me define some terms. Merrifield - This is the name of Intel's next generation smartphone PLATFORM. Tangier - This is the name of the
By Nathan Brooks : I'm not an expert in semiconductors or Intel ( INTC ) and know little aside from what I've learned from authors on SA. However, I do think sometimes there can be value in looking at things from a fresh and non-technical perspective. Intel's recent decision to open up its foundry
By Kofi Bofah : In 2012, Intel ( INTC ) outlined an aggressive strategy to begin diversifying its product portfolio away from the personal computer market. To do so, Intel has thrown several billions of dollars into capital spending over the course of the past 24 months. These efforts, however, ...
notebooks to smartphones and tablets. The going in mobile has not been easy for Intel, as it has to fight an entrenched ARM ( ARMH ) ecosystem. The biggest mobile OEMs Apple ( AAPL ) and Samsung ( OTC:SSNGY ) also use proprietary custom made processors
By Kofi Bofah : On November 21, 2013 , Brian Krzanich hosted his first annual investor meeting as the CEO of Intel ( INTC ). In retrospect, this event may prove to be the Best of Times and the Worst of Times at Intel. Certainly, technology geeks and investors are well familiar with Moore's Law, ...
By Rizzi Capital : In early 2013 Intel ( INTC ) unveiled a daring plan to develop and sell a new consumer device it aptly named Intel TV. The company was going to create a new living-room based entertainment service that would be " far superior " to existing cable and satellite packages. It would
By Michael Blair : ARM Holdings Inc. ( ARMH ) has had a lock on the smart phone and tablet market for a while now, while Intel ( INTC ) has dominated conventional personal