Intel Q4 Earnings: Another Cloud-First Mobile-First Story?
Intel ( INTC ) and Microsoft ( MSFT ) have been classically referred to as Wintel because of their tight relationship in the PC market. This also means that both were handicapped similarly when mobile computing came of age. Their scrambling to build a position in mobile resulted in Microsoft declaring a mobile-first cloud-first strategy and Intel promising a strong position in the “next wave of computing.” What this boils down to is an increased focus by both to develop technologies for mobile computing devices while building/optimizing their existing capabilities in the cloud […]