Ted expresses his concern that the financial media has not been kind to Intel. The company is portrayed as lucky when it succeeds or that the market is evaporating when competitors fall behind. Dave adds that “the biggest mistake companies make is falling in love with a strategy.” Yet the mobile computing business would be a “zero profit win” for Intel due to low margins on microprocessors. He says that the high profit margins are in cloud servers and the mobile gadgets are just “I/O devices.” Ted ends the discussion by stating that it’s computers, rather than “the cloud” that is actually doing the computing.

[Description by Alan Weissberger]

The above video was captured at the IEEE-CNSV October 1st panel, Intel’s Transition to Success: From Memory to the Microprocessor. For the full description, click here.