Reuters - Video

EDITION: U.S. | U.K. | IN

Tech Videos

New Intel CEO needs mobile roadmap

Monday, 19 Nov, 2012 - 01:57

Nov. 19 - Can Intel go from being king of the PC market to a master of mobile? A fund manager and an analyst tell us what three steps the incoming CEO needs to make. Carmen Roberts reports.

▲ Hide Transcript

View Transcript

PLEASE NOTE: THIS EDIT CONTAINS CONVERTED 4:3 MATERIAL Three big changes at Intel: CEO Paul Otellini is stepping down in May, PC demand is weakening, and the industry is shifting toward mobile computing. So, can Intel go from being king of the PC market to a master of mobile? The answer may lie in being more aggressive in manufacturing and mobile. Joshua Spencer, portfolio manager of the T. Rowe Price Global Technology Fund, sees two important steps for the chipmaker. SOUNDBITE: JOSHUA SPENCER, PORTFOLIO MANAGER, T. ROWE PRICE GLOBAL TECHNOLOGY FUND (ENGLISH) SAYING: "One would be to continue to push the manufacturing advantage and in doing that you wind up with chips that have lower power consumption as well as better power performance. And those chips can be more compelling for smartphones and tablets." The second step would be for Intel to integrate its processor chips, the CPUs, with cellular chips. That would let Intel play catch up with Qualcomm. If the chipmaker wants to crack the mobile code, it needs to lay out a clear plan of action - according to Vijay Rakesh, semiconductor analyst at Sterne Agee. SOUNDBITE: VIJAY RAKESH, SEMICONDUCTOR ANALYST, STERNE AGEE (ENGLISH) SAYING: "They have to lay out a roadmap on the handset side with 3G, 4G, how they expect to take share. What's their strategy on the handset side? What's their roadmap to integrate next generation protocols? What's the pricing structure? How are they going to get into China?" With $3 billion in free cash flow a quarter, Rakesh says it's much too soon to write Intel off. And the company's design expertise may entice mobile device makers to create products based on Intel's chips. But even if that fails to happen, Intel could still manufacture other company's chips. SOUNDBITE: JOSHUA SPENCER, PORTFOLIO MANAGER, T. ROWE PRICE GLOBAL TECHNOLOGY FUND (ENGLISH) SAYING: "I think Apple fabbing their chips at Intel could be a match made in heaven." Even with such a match, Spencer says Intel will never fly as high as it did when it ruled the PC industry.

New Intel CEO needs mobile roadmap

Monday, 19 Nov, 2012 - 01:57

Editors' Picks »

The Exchange »

The Exchange: Hot commodity The Exchange: Hot commodity

Wed, 16 Jul, 2014 - (9:25)

The Exchange: Constitutional crusade The Exchange: Constitutional crusade

Wed, 25 Jun, 2014 - (11:35)

The Exchange: The value of money The Exchange: The value of money

Mon, 02 Jun, 2014 - (9:53)

The Exchange: China’s Second Continent The Exchange: China’s Second Continent

Tue, 27 May, 2014 - (9:35)

The Exchange: A master of business arts The Exchange: A master of business arts

Thu, 08 May, 2014 - (8:24)

The Exchange: America's bankrupt cities The Exchange: America's bankrupt cities

Mon, 05 May, 2014 - (8:52)

The Exchange: Let the rocking commence The Exchange: Let the rocking commence

Tue, 08 Apr, 2014 - (8:13)

The Exchange: The Moneyball fallacies The Exchange: The Moneyball fallacies

Mon, 24 Mar, 2014 - (9:54)

Is doing good a good business? Is doing good a good business?

Mon, 17 Mar, 2014 - (7:38)

Oddly Enough »

Is it a plane? No, it's a hoverbike Is it a plane? No, it's a hoverbike

Fri, 22 Aug, 2014 - (2:40)

Fox kicks off "Simpsons" mega marathon Fox kicks off "Simpsons" mega marathon

Thu, 21 Aug, 2014 - (0:56)

Six-story tall duck floats into L.A. port Six-story tall duck floats into L.A. port

Thu, 21 Aug, 2014 - (1:02)

Young artist paints surreal illusions on bodies Young artist paints surreal illusions on...

Thu, 21 Aug, 2014 - (1:30)

Snow leopard cubs make Bronx Zoo debut Snow leopard cubs make Bronx Zoo debut

Wed, 20 Aug, 2014 - (0:41)

Eco-friendly bench keeps your tech fully charged Eco-friendly bench keeps your tech fully...

Tue, 19 Aug, 2014 - (1:55)

A cheetah cub and a puppy make friends A cheetah cub and a puppy make friends

Tue, 19 Aug, 2014 - (0:48)

Bug eaters unite in Tokyo Bug eaters unite in Tokyo

Tue, 19 Aug, 2014 - (1:23)

Tango dancers put best feet forward Tango dancers put best feet forward

Tue, 19 Aug, 2014 - (1:08)

Giraffe calf checks out new surroundings Giraffe calf checks out new surroundings

Mon, 18 Aug, 2014 - (0:42)

Bolivian priest blesses beloved pups Bolivian priest blesses beloved pups

Sun, 17 Aug, 2014 - (1:25)

Reuters Investigates »

Re-homing victim: "I could have been dead" Re-homing victim: "I could have been dead"

Wed, 19 Feb, 2014 - (8:24)

Cops and loggers in the Amazon rainforest Cops and loggers in the Amazon rainforest

Fri, 10 Jan, 2014 - (4:01)

"Passed around like a dog" "Passed around like a dog"

Thu, 29 Aug, 2013 - (6:32)

Adopted, then abandoned online Adopted, then abandoned online

Thu, 29 Aug, 2013 - (13:21)

How the DEA keeps its secrets secret How the DEA keeps its secrets secret

Mon, 05 Aug, 2013 - (1:36)

How education lost its role as the great equalizer - Reuters Investigates How education lost its role as the great...

Mon, 17 Dec, 2012 - (7:52)

Jihad Jane: From abused child to American jihadist - Reuters Investigates Jihad Jane: From abused child to American...

Sun, 09 Dec, 2012 - (10:01)

Jihad Jane: The order to kill - Reuters Investigates Jihad Jane: The order to kill - Reuters...

Mon, 10 Dec, 2012 - (10:39)

Moving Pictures »

"Old timers" sail the Chesapeake Bay "Old timers" sail the Chesapeake Bay

Mon, 11 Aug, 2014 - (2:27)

Burned memories Burned memories

Fri, 08 Aug, 2014 - (3:02)

Images of July Images of July

Fri, 01 Aug, 2014 - (1:20)

World Cup: passion on the pitch World Cup: passion on the pitch

Fri, 11 Jul, 2014 - (1:00)

A refugee in America gives back A refugee in America gives back

Thu, 03 Jul, 2014 - (3:25)

A long search for refuge A long search for refuge

Fri, 20 Jun, 2014 - (3:04)

World Cup: Around the globe in 50 goals World Cup: Around the globe in 50 goals

Fri, 06 Jun, 2014 - (1:08)

VIVID – Sydney’s spectacle of light VIVID – Sydney’s spectacle of light

Fri, 30 May, 2014 - (1:37)

The week that changed Boston The week that changed Boston

Mon, 14 Apr, 2014 - (3:28)