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DanJones
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DanJones,
User Rank: Blogger
12/23/2013 | 12:45:25 PM
Rutberg & Co. says:
 Rutberg & Co. has this to say on Intel in mobile:

"Intel made a powerful admission that the company had lost its way on mobile. The company's new roadmap appears to be plausible for tablets but doubtful for smartphones, based on our research conversations. On x86 vs. ARM, the company remains steadfast with its x86 Intel designs, however, for the first time, the company's foundries will manufacture ARM chips for other customers. The next few years will be critical for Intel in mobile."
jhodgesk1s
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jhodgesk1s,
User Rank: Light Sabre
12/19/2013 | 11:17:57 AM
Re: And then there's SDN/NFV...
I agree with Gabriel. Intel and ecosystem partners are moving quickly to deliver software based network intelligence which is vital for NFV product delivery.
DanJones
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DanJones,
User Rank: Blogger
12/19/2013 | 10:59:32 AM
Re: And then there's SDN/NFV...
Similar with phone chips too.
Gabriel Brown
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Gabriel Brown,
User Rank: Light Sabre
12/19/2013 | 10:32:38 AM
Re: And then there's SDN/NFV...
With virtualization and NFV, Intel has given a masterclass in business development. Brilliant strategy and brilliant execution... so far...

The wireless strategy, and especially C-RAN, is a bit longer-term, but looks reasonably promising

The key thing for Intel is to stay the course and follow through. It's been in and out of the telecom and base station markets over the years.
DanJones
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DanJones,
User Rank: Blogger
12/19/2013 | 9:38:37 AM
Re: And then there's SDN/NFV...
Yep. My question is whether they've moved quick enough to make traction in 2014.
Ray@LR
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[email protected],
User Rank: Blogger
12/19/2013 | 7:30:14 AM
And then there's SDN/NFV...
2014 could be a major year in the x86 market too if cloud/NFV developments ramp up and more generic servers are utilized in enterprise and service provider networks. Intel looks like it's on an aggressive roll!


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