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Industry Expert Blogs
Intel Proves Last Year's Conventional Wisdom WrongSemiWiki - Ed McKernanDec. 12, 2011 |
Back in the 1990's, Richard Branson, the legendary Entrepreneur and investor was asked how to become a millionaire, and he allegedly responded, "There's really nothing to it. Start as a billionaire and then buy an airline." I think the same principle can be applied to a large part of the Semiconductor Industry as we witness another major downturn that has been in the works since this summer and cuts across memory, analog and logic vendors. The one true shelter in the storm has been Intel, whose stock saw a major upswing following the September 13th announcement by Microsoft that Windows 8 would need an x86 processor to insure backward compatibility – a necessary requirement in the business world. Not surprisingly ARM’s stock has declined since then.