A New Threat To Intel’s Dominance Of The Datacenter
Intel is still enjoying a near monopoly in server chips powering the fast growing cloud. However, with Moore’s Law slowing down and shifting cloud computing needs toward much more sophisticated […]
Intel’s Adventures In The Internet Of Things
Shares of Intel are plagued by worries about growth. To some extent, these worries are overblown. Intel even managed growth in a declining PC market. And they have plenty of […]
Is Intel Forfeiting Its Process Leadership?
Intel’s process lead is the most important variable that underpins almost everything at Intel. There are signs that Intel is slowly losing that advantage. While we think these concerns are […]
Intel: Ready For The VR/AR Revolution?
Many foresee a (near) future where VR/AR solutions will emerge as the next computing platform. Intel has a three pronged strategy to have a meaningful presence. We look how that […]
Intel Corporation INTC: Intel Faces Many Hurdles – Seeking Alpha
We never fully understood the bulls on Intel INTC as for us, for all their technological and process prowess, there seems to be a simple but inescapable truth: Intel is […]