Posts Tagged ‘Intel’
I am generally accustomed to Click Bait especially related to Internet of Things – after all it has been the buzzword in the Technology industry for the last few years:
However I was surprised to find investment advice being provided at a reputed site like Fool.com. It is titled: “Intel Corporation’s New Internet of Things Chip Looks Like a Powerhouse“. I read through the entire article, and found the following justification for why the new chip is an “IoT Powerhouse”:
I suspect these new chips should help Intel further grow its already rapidly rising Internet of Things business, as the substantially better performance in both graphics and computing should be quite attractive to potential customers.
Clearly the Click Bait worked because it made my weekly Google Alert – it probably has enough shares or enough page rank that it made it my list of weekly alerts.
Now don’t get me wrong – Intel is investing heavily in IoT, and all the news indicates that they are serious about IoT. What I am taken aback is that the article is encouraging readers to invest on the basis of this new chip – indicating that it will change the “game” but no real evidence on how the attributes of this chip are suited for the IoT market. No discussion if it will be used in the 50 Billion things connected, and if so how do the “graphics” core help the IoT scenario.
We are well past the customary Happy New Year greetings timeframe into 2014, and on the heels of the first big acquisition in the IoT/IoE space, I wanted to recap key announcements and initiatives from 2013 that have set the stage for 2014:
Formation of Dedicated Divisions
One trend in 2013 was for major companies to re-organize themselves to create groups or divisions within for Internet of Everything – chief among them were Cisco Systems and Intel. They joined IBM, I think, was the pioneer to organize itself around the Smarter Planet initiative. It is not clear to me if the group is formed around Wind River which it had acquired or Wind River has been moved to this new group. GE made several announcements and is heavily investing in their initiative that they have tagged as Industrial Internet.
Bosch followed at CES 2014 with its announcement forming Bosch Connected Devices & Solutions.
Alliances & Standards
The second observable trend was groups forming as a part of Standards Development Organizations (SDOs) and Open Source Initiatives. Two major announcements were the formation of a Smarthome alliance by ABB, Bosch, Cisco and LG and Qualcomm releasing its AllJoyn framework to the Open Source Community and forming the AllSeen alliance.
Money Flow: Crowd-funding, Exits & Investments
Corporate investors ranked high in investments made in the IoT/IoE space in 2013.
In summary, the three trends above will increase the momentum making 2014 a watershed year in IoT/IoE.
Ben Horowitz @bhorowitz on the type of CEOs needed during expansion vs. war. Google is entering a “war” and that couldn’t be truer! Gives high accolades to Andy Grove & Steve Jobs for being great Wartime CEOs.
Interestingly, most management books describe peacetime CEO techniques while very few describe wartime.
In peacetime, leaders must maximize and broaden the current opportunity. As a result, peacetime leaders employ techniques to encourage broad-based creativity and contribution across a diverse set of possible objectives. In wartime, by contrast, the company typically has a single bullet in the chamber and must, at all costs, hit the target. The company’s survival in wartime depends upon strict adherence and alignment to the mission.
Wartime CEO is too busy fighting the enemy to read management books written by consultants who have never managed a fruit stand.
Be aware that management books tend to be written by management consultants who study successful companies during their times of peace. As a result, the resulting books describe the methods of peacetime CEOs. In fact, other than the books written by Andy Grove, I don’t know of any management books that teach you how to manage in wartime like Steve Jobs or Andy Grove.
Peacetime CEO aims to expand the market. Wartime CEO aims to win the market.
Intel has been attempting to enter the living year for over a decade now – and finally it is beginning to happen. Their dream has been for an Intel-powered CE device to be the center of the living room. They tried with the StrongARM line of processors right after their acquisition from DEC (late 1997). The StrongARM business was sold to Marvell in 2006. Intel, then followed by launching Viiv, to create an Entertainment PC for the living room. Sadly that effort also went nowhere …
Things are beginning to change. Intel is finally entering the living room – I can say this is true for my home and any of the households who have bought any of the following: the Boxee box, Logitech Revue, Sony GoogleTV products. All three of these are powered by the Intel 4100CE chip – code named Sodaville. The Sodaville chip has an Intel Atom processor.
The thrust is not only on the consumer front but also via service providers such as Comcast. There have been reports of Comcast running trials with a Set Top Box (STB) being powered by the CE4100 (you can read a review of the SOC by Anandtech).
The one thing that history does tell us in this case – Intel will not give up!