We are used to getting curious remarks from marketing guys and Paul Otellini, CEO of Intel, makes some of the more curious of them. 'Oh well he's not an engineer', is how these remarks get shrugged off, but here are a couple which raised some eyebrows:
"The Internet runs on Intel architecture," is an Otellini-ism followed up with the observation that the use of an Intel microprocessor provides a "fuller" internet experience.
How does another CEO, Warren East, CEO of ARM, see that remark:
"Weasel words", says East, "I wouldn't argue with the observation that if you're looking at the Internet with a PC, which has an Intel architecture processor in it, that it's a better experience than with a Smartphone, but that's because of the screen size of the Smartphone, and the bandwidth of the data that's arriving at the Smartphone. But the user experience has got nothing whatsoever to do with the architecture of the microprocessor."
Another curious Otellini-ism concerns the effect of implementing computer functions in Smartphones for ARM licensees like NXP Samsung and Nokia. Otellin says that doing this: "Pushes them to more advanced chip technology, which typically they don't have access to. They are a generation or two behind."
How does East respond to that?
"I think it's a little bit disingenuous with regard to those companies", said East, "had I been Paul Otellini, I wouldn't have said that."
East is being very kind to Otellini. Just consider the following four points:
- NXP is hand-in-glove with TSMC, which is planning risk production on 32nm next year possibly before Intel's 32nm process;
- Many other ARM licensees like Qualcomm and Texas Instruments are leading customers of TSMC;
- Samsung has its own processes which are as advanced as TSMC's
- Equipment makers, like Applied Materials, usually make the enabling tools for new processes available to Samsung, Intel and TSMC at much the same time.