Intel has just finished hosting a series of meetings with market and industry analysts at its Santa Clara headquarters. While the press was not invited, that’s not to say analysts there were sworn to total secrecy. Rob Enderle gives Datamation the story that’s not under NDA.
For several days I’ve been at the annual Intel analysts’ event held on Intel’s campus in Silicon Valley. Intel is clearly upbeat about their financial and market performance and the defensiveness that has been common in prior events is nowhere to be found here.
These guys are feeling their oats and there is an undercurrent of chiding the analysts for being too conservative in forecasts, which have consistently fallen below actual growth and company performance.
Intel, however, is clearly a company still in transition. They are still moving from the PC-centric company of their past and toward a mobile client/server based future. Where they remain combative is on graphics, and with the recent failure of their Larrabee graphics platform they clearly continue to have an exposure here. But in all other areas they came across as competent and formidable.
Let’s take a snapshot of Intel through some of the more interesting presentations.