Analysis, Event, IDF 2014

Intel’s Seeming New Focus: Low Margins But High Growth

After the close of the first day of Intel’s Developer Forum in San Francisco, long term shareholders of Intel (NASDAQ:INTC) may be left with mixed feelings. After all, the company put equal, but not equally prominent time, into its traditional high-margin market — servers — and also to the unproven, currently unprofitable, market of wearables and mobile. Granted, the much awaited and much needed refresh of Intel’s Xeon CPU was Intel’s first announcement of the show — but that occurred at a day zero event before IDF kicked off which lacked the prominence or importance of the forum’s opening keynote. The reason for this is