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Posts Tagged ‘Intel

IoT Click Bait: Be Wary of Investing Advice

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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:

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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.

 

 

 

Written by Ashu Joshi

June 27, 2015 at 12:35 pm

3 Internet of Everything Trends from 2013

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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.

IBM had open-sourced the MQTT standard and in 2013 it was adopted by Oasis and bunch of companies to be advanced as a reliable messaging protocol for IoT.

Money Flow: Crowd-funding, Exits & Investments

Corporate investors ranked high in investments made in the IoT/IoE space in 2013.

Crowd-funding sites like Kickstarter and Indiegogo continued to be major sources of funding for IoT startups likes Canary. Lifx which was funded in 2012 on Kickstarter, launched their bulbs in 2013.

Crowd-funded companies from 2012 brought in VC-led investments in 2013 – chief among them SmartThings and Variable Inc. (Node).

Tado, Revolv, Arrayent, Zoneoff, Ayla, Fitbit, Dropcam, EstimoteWithings, and Netatmo are some of the key startups in the IoT/IoE space raising money in 2013.

Sensinode was acquired by ARM – an interesting case signaling ARM wants to be in the IoT/IoE market beyond providing semiconductor IP. ThingWorx was acquired by PTC.

In summary, the three trends above will increase the momentum making 2014 a watershed year in IoT/IoE.

Written by Ashu Joshi

January 19, 2014 at 8:16 pm

Peacetime & Wartime CEOs

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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.

Amplify’d from blogs.forbes.com
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.
John Chambers had a great run as peacetime CEO of Cisco, but has struggled as Cisco has moved into war with Juniper, HP, and a range of new competitors.

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.

Read more at blogs.forbes.com

 

Written by Ashu Joshi

April 14, 2011 at 10:39 am

Intel in the Living Room

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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!

 

Written by Ashu Joshi

December 29, 2010 at 7:03 pm

Posted in General, Internet TV, System On Chip (SOC)

Tagged with , ,

Making the case for Intel and Smartphones

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Intel’s Paul Otellini in the keynote at the Barclays Capital Global Technology Conference 2010 claimed they will have multiple tablets and smartphones being introduced in 2011. The slides and webcast is available on the Intel’s website. Otellini claims that Intel is getting ready to challenge ARM on both the tablet and the smartphone fronts. Otellini said the smartphone venture is “a marathon, not a sprint.” He went on to reveal that Intel’s smartphone processor is currently in the customer sampling stage and should begin popping up in smartphones during the second half of 2011 and into 2012.

 

The slides and webcast reveal an interesting postulation on why Intel can challenge the dominance of ARM in both tablets and smartphones – and that argument is being made on Slides 13 and 14:

 

 

Listening to Otellini on the webcast – the argument is that architectural changes take time typically a decade – the message to the world being ” Wait, have patience. Intel will prevail. We have the scale, capital and technology.” This is the first I have heard on why Intel can take on ARM in the mobile market. Time will tell, the next 12 to 24 months how it plays out but for the first time Intel seems to be making credible arguments on why they would succeed.

 

Disclosure: I am long $INTC but also invested for long in ARM-core semiconductor providers such as $MRVL. I guess I am hedging my bets!

 

 

Written by Ashu Joshi

December 12, 2010 at 6:52 pm

Posted in Processors

Tagged with ,

Intel & WindRiver: A Different Reason on Why It Makes Absolute Sense!

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Intel is going to acquire Wind River – it is all over the news & blogosphere. Some articles make the claim, such as this one in WSJ , that this acquisition will be a threat to Microsoft. The article also claims the acquisition will lead to a new source of revenue – selling software! Even if that is true, it is too far out to have a significant shareholder value – let’s not forget the real cash cow is in selling Processors and all other silicon they make!

I think it finally gives Intel the software expertise and hence control to add value to its processors & chips, and to out-rival the competition.

Here is why:

There is a growing need to have low-level software (a.k.a. firmware), the right Operating System (OS) support and the software tools for the specialized processors (System on Chip – SOC) Intel i s building for the new markets it is entering – one such example is Intel CE 3100 (code-name Canmore) designed for video devices such as Set Top Boxes (STB) and TVs. Intel’s thrust is evident in articles, a sampling of which you can read here, here, here,  and here.

And in this market for specialized processors, Intel is competing head on with the likes of Broadcom, Marvell, and Qualcomm. This market is sensitive to pricing plus needs bundling of the low-level firmware.  The inability to provide the enabling software would lead to the Intel chips being not used in favor of the competition. Without Wind River – Intel has to more or less rely on partners to support expanding range of software that needs to run on the specialized processors such as Adobe FlashLite, Google Android, Windows Mobile and may be in future the the new Palm WebOS being launched with Palm Pre.

Let me state the obvious – the real money is in creating and selling a device that adds value the higher end of the software stack – the Applications & Services a consumer would use.  And let’s not forget in the era of Web 2.0 time to market and service velocity is a must! So if I am a CE company and I want to design a product, I want a Processor that allows me to get to adding value quickly instead of spending time on doing the nitty-gritty embedded stuff.

Having Wind River in its portfolio enables Intel to out-compete and provide the complete solution to build CE devices…

Written by Ashu Joshi

June 6, 2009 at 4:53 pm