California Dreaming

“There will be just two suppliers at the end of the day,” Stacy Smith, CFO of Intel, tells Barron’s talking about the mobile chip industry.

That would Qualcomm and Samsung then.

er . . . .um . . .that doesn’t seem to be quite what Smith means.

Although Smith doesn’t specifically say it, he seems to be thinking it’s going to be Qualcomm and Intel.

So goodbye Broadcom, Nvidia, Samsung, Apple, MediaTek, Spreadtrum and Marvell.

Somehow one doesn’t think Samsung and Apple are going to stop designing and fabbing (or having fabbed) mobile apps processors any time soon, and does anyone think the Chinese companies are suddenly going to give up making mobile ICs?

Pull the other one, Stacy.

Of course, if you’re looking out of a Santa Clara boardroom window thinking how the heck do we make mobile a viable business for us, you have to say: We need to be No.1 or No.2 in the market.

But Intel’s not going to be No.1.

What, one wonders, do they ingest in California that makes them think like this?



  1. David, as you fly over, drop off a little of that English weather in Texas, also. We could use some as well! Thanks.

  2. I am not sure what they are ingesting, I am pretty sure however that it isn’t water since we don’t have any … so most likely it is a beverage of the adult variety … and lots of it … 24/7 work weeks in the Valley you know … not like the Socialist Euros … (sorry I couldn’t resist that one)

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