Archive for the ‘intel’ Category
Intel has been talking to media companies about delivering pay-TV programming, and has even begun requesting rate cards to see how much it would cost to license shows.
That’s according to the Wall Street Journal, which says the service would use Intel-made set-top boxes, an Intel interface, and might even carry the Intel brand. The service could come out late this year.
This sounds doomed from the get-go.
Every other effort by tech companies to replace TV has failed. Google TV, Boxee — none of them have dented the growth of pay-TV services at all. Cable TV providers have seen some defections, but mostly to phone companies providing TV over fiber networks, like Verizon and AT&T.
It’s really hard to see Intel succeeding where other tech companies have failed. It doesn’t sell to consumers. It has no experience in the media business.
It doesn’t even have a great track record providing hardware to the TV business, either. Intel had a partnership with Google for the first generation of Google TV, but Google reportedly switched to ARM-based technology and Intel shut down the group making the processors for the box.
Intel took Wall Street by surprise yesterday when it announced that it was revising down its fourth quarter revenue estimates by $1 billion from $14.7 billion, to $13.7 billion.
The company said the shortfall was due a hard drive shortage that resulted from floods in Thailand. The floods disrupted various parts of the supply chain for computer manufacturers, including production of hard drives.
This is the second time that Intel has revised down its fourth quarter numbers. I think this is a far deeper problem than floods in Thailand. I believe it is a slow down due to customers moving to the cloud, buying less PCs and a shift towards tablet computing.
The very same thing that happen to the mobile industry is happening to the tech industry. The Apple iPhone was a game changer in the mobile industry. In the PC and tech industry the Apple iPad is the game changer. The shift to tablets is shaking the Wintel cartel. Many companies built thriving businesses around the inefficiencies of the Wintel cartel. You could argue much of Silicon Valley is built around those inefficiencies, and as Intel crumbles so will they and Silicon Valley will morph into something else as it did when the gold and oil rush ended.
It’s just a matter of time before we see layoffs at Intel and a slew of companies that were built around it will vanish, just like that. It happened in the mobile industry. Read about: iPad A Game-Changer. It’ll Do To Tech What The iPhone Did To Mobile