Weekly of the first finance and economics: Why to value Intel

Although Wintel is allied disintegrate, microsoft (small gain) as respective as Intel investment is new round of competition, but foreground also may not is valued.

Dong Xiao of reporter of article ｜ CBN constant

usb harddrive enclosureAlthough still two months just can end 2011, but I can announce business circles provides the emotional misfortune of consequence is Wintel alliance to become loose most this year now, intel and Microsoft these two once the relation of firm and clinking ally occurrence crack.

Go up like us period the magazine reports, in September the middle ten days of a month, intel announces the first smartphone that uses Intel framework will be based on Android system, is not the Windo the most popular memory laptop toshiba ws system that is based on Microsoft; Be the same as for a short while almost, microsoft announces Windows8 operating system besides processor of supportive Intel X86, return the processor that will support ARM framework.

Afore-mentioned collaboration do not discharge him, but the biggest news is to be in smartphone and flat computer market, intel and Microsoft do not have close in that way like PC market cooperation.

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Before Wintel is allied, PC industry is by the company dominant of fore-and-aft system. Company of alleged and fore-and-aft system, the apple is the straightest white example, begin from rock-bottom chip namely, to PC, operating system, application software, sale, it is a company is being done. The typical delegate at that time is IBM and Wang An company, but the PC company that the alliance of Microsoft and Intel beat these fore-and-aft systems thoroughly, because this is planted,the transverse system of type of division of labor brought the PC with cheaper stronger performance.

Since Wintel alliance after forming, the PC manufacturer of the whole world gave Intel and Microsoft working share only (of course malic company exceptional) . This is not relation of pure male and female, however huge commercial increase binds two companies was in one case.

Till nowadays, two companies still are having huge common interest: 2010 money year, profit of Intel business net 11.7 billion dollar, it is the optimal money on Intel hist free t mob most popular selling t mobile prepaid cards ile prepaid cards ory year; And Microsoft 2011 money year net profit 22 bill the most popular canon ef 15mm ion dollar, also be company history record. So why are these two companies most at the height of power and splendour when the burst of the means declare alliance that makes public with this kind?

The world went. In PC market, wintel alliance is inapproachable, machine of Dan Zaizhi hotshot and flat computer market, microsoft and Intel are current market share is very small. The strong point of Intel is rapidder processing rate, but in new market, maintain brooch pins low power comsumption in order to extend add boat time more important. The competition ability of mobile operating system depends on the fluent experience that touch screen and rich App software, microsoft still needs him proof in this respect.

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Game regulation. This remains the competitive situation of a transverse system, partial play regulation does not have a change: If you build your industry,be over the leader of this group, yourself's business also expands meeting development surely. But the leader of mobile now chip and operating system is ARM and Android respectively, microsoft and Intel know very well this, so respective will more energy is put on body of the person that precede is very natural business.

Change. The game regulation of a change is, the transverse pattern of chip and operating system more fractionize: ARM offers chip framework research and development only, specific chip is designed and produce by connect high, heart state apparatus (small gain) wait for a manufacturer to finish; Android provides primary unrip t mobile prepaid cards e system only, different operation business and company are OK the basis needs custom-built operating system. Smartphone and flat computer do not resemble PC in that way high standardization, different operation business and company have diverse demand, and have stronger illicit close sex.

Innovation ability. The problem with Microsoft and common Intel is not the opportunity that discovers mobile equipment without as soon as possible, did not grasp this opportunity however. Intel has smartphone chip department 10 years ago, windows Mobile also is one of the earliest smartphone operating systems. They are making mobile equipment according to the train of thought of PC, a bit did not discover the new requirement in new market. And these demand ar free brooch pins e Intel author brings the effect that Di Gelufu says the 10 times fast element of company success or failure.

Write in Gelufu " only paranoiac ability lives " in one book, when he thinks the strategic turning point of an industry happens, the victim often is those once acquired brilliant company, of benefit is those burgeoning companies. Because do not have a person to know when turning point happens, "Imperceptible in a piece of face disappeared, meanwhile, a pair of new face was shown " .

This explained a doubt, intel is made went out to omit report again efficient 3D chip, this edge tool is announced to will be used go up in PC and large server, is not competition on the mobile equipment such as the flat computer of foremost edge. The problem gives the 11.7 billion dollar in Intel history go up optimal money year on. Gain branch has best capital support, still can win the newest application in research and development, and be in when old system still brings huge profit, joining a company is aimed at old system to the talent's choose and evaluation mechanism, it faces the innovation ability of new system to be able to have a problem, company strategy may realize whe most popular selling brooch pins re direction is, but whole company still is in the inertial rumble of recumbent gain branch is forward. Although look mark is made clear, future is clear, but the problem of instantly is the most serious, commerce loves profit most forever, can such.