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Author: alan81 Big gold star, 5000 posts Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 21260  
Subject: Re: INTC: Value stock? Date: 11/17/2012 12:30 PM
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Hey Denny...
You had me with you right until this line...
While Intel has concentrated on processing speed ARM has concentrated on low power consumption while increasing the processing capacity.
From what I have seen, Intel has been almost single focused on power consumption for the past ten years or so.
You really need to run benchmarks and other tests to find out which architecture is best for your application.
Totally agree...
Here are the current Intel phone benchmarks... now you need to show me some ARM server benchmarks:-) All of these phones are based on the Intel medfield SOC (system on a chip).

Orange San Diego phone (Europe):
http://www.engadget.com/2012/05/31/orange-san-diego-benchmar...
http://www.tomshardware.com/news/Intel-Medfield-Performance-...

Xolo X900 (india)
http://www.anandtech.com/show/5770/lava-xolo-x900-review-the...
http://techcrunch.com/2012/04/19/meet-the-xolo-x900-intel-fi...

Motorola RAZR i (Europe and South America)
http://www.phonearena.com/reviews/Motorola-RAZR-i-Review_id3...

Megafon Mint (Russia):
http://www.engadget.com/2012/08/22/intel-brings-medfield-to-...
(no benchmark data, but should be similar to others)

Lenovo K800 (China):
http://www.engadget.com/2012/05/30/lenovo-lephone-k800-medfi...

ZTE Grand x in(Europe):
http://www.engadget.com/2012/08/30/zte-grand-x-in-benchmarks...
note the comparison to previous ARM based ZTE phone which was panned.

Intels entry strategy here is very interesting. They have done the complete phone design and lined up manufacturers as well. Then Orange (which is like the US verizon or AT&T) can buy the phones from the manufacturer and put the Orange brand on them. This completely cuts out that middle layer of samsung, lg, or apple and the profit flows directly to the carrier. I suspect the sales force will be motivated to move these phones due to more of the profit going to the carrier.

You will notice the lack of a US phone, which is due to the lack of LTE in the current phone design. I think this is the forrest that was missed while talking about the tree (x86 versus arm). Intel needs to develop the complete eco system for the phone, and is a bit behind in some places (the radio for LTE), and ahead in others (silicon hive camera hardware)...

Here is a detailed look at clovertrail (a beefed up medfield) tablet.
http://hothardware.com/Reviews/Intel-Clovertrail-Atom-Z2760-...
As I noted earlier, both medfield and clovertrail are built using the Intel 32nm technology introduced 3 years ago for the PC market. What we see in the reviews are products that are competitive, but not world beating. Early 2013 we are supposed to see an LTE based 32nm product, and then later in 2013 Intel will finally move to 22nm with the phone and tablet chips. When we see benchmarks on the 22nm products we will have a much better idea of how competitive Intel will be in this space. Will they only compete on cost, or will they have superior performance and power?
Alan
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