Here are some comments that suggest Otellini Intel PC partners are aggressively going after the tablet market with Windows 8 latest equipment. Most of these comments came in response to questions from analysts.
Radical transformation
We are in the midst of a radical transformation of the computing experience with the gradual disappearance of form factors and the adoption of new user interfaces. It is no longer necessary to choose between a PC and a tablet. Convertible and detachable combined with Windows 8 and touch provide a 2-in-1 computing experience without compromise. '
"Haswell," then "Broadwell Drive" radical new designs:
In the first quarter, we are launching Haswell. The largest generation to improve the battery life in the history of Intel ... We have a line of sight on what our customers are designing around Haswell, which is based innovative this year [processor] product, and Broadwell, which is next year. I saw the prototypes of industrial designs. They are really exciting products. Our customers do not have this level of performance in this kind of form factor before. 10-plus-inch [screen size] types of products will be the performance standard PC, enabled by these convertible form factors detachable who lose weight when Haswell and Broadwell lights.
Competition from ARM:
We examined the [new] A15 [ARM chip]. We know that our own silicon in terms of Trail Bay Trail and clover + and we are very comfortable, we can maintain a lead performance here. These devices are simply becoming very small computers, and that's what Intel is exceptional.
Note: + Clover Trail is Intel update the Clover Trail Atom chip used in currently marketed tablets. That comes later in the first half. Bay Trail is a complete redesign of the Atom processor, scheduled for the end of this year.
Foundry: would not a competitor:
We are very interested in being a manufacturer selected for the casting of certain customers. We do not consider ourselves a foundry in general use or in competition with general purpose foundries. We would not take business that allows a competitor. We have a strategy crawl-walk-run. We are still in the crawl phase.
Note: the chip foundry is a contract manufacturer of chips for other companies. Taiwan Semiconductor Manufacturing Company (TSMC) is now considered the largest general use foundry. There was a rumor today that Cisco is now an Intel foundry customers. Otellini has not commented on the rumor.
