These guys are feeling their oats and there is an undercurrent of chiding the analysts for being too conservative in forecasts, which have consistently fallen below actual growth and company performance.
Intel, however, is clearly a company still in transition. They are still moving from the PC-centric company of their past and toward a mobile client/server based future. Where they remain combative is on graphics, and with the recent failure of their Larrabee graphics platform they clearly continue to have an exposure here. But in all other areas they came across as competent and formidable.
Lets take a snapshot of Intel through some of the more interesting presentations.
Paul Otellini, Intels CEO, opened looking more comfortable and confident than Ive ever seen him. He really showcased Intels struggle to shift from a PC-centric company to one that is as dominant in the emerging class of consumer devices and embedded technology markets without prematurely cannibalizing existing product lines.
He is personally working with the Obama administration and expresses his appreciation that, unlike the previous administration, they listened. However, he also expressed frustration that no progress was being made. He carried the role of the CEO well, and while he made some minor errors came across as both comfortable and competent.
Sean Maloney, Intels SVP and GM (and likely heir apparent to the CEO role) picked up and spoke on Intels technology. His presentation was flawless and he benefited from a stage presence that is often hard to find in an executive these days. His job was to convince us that Intels roadmap was in good hands and that their technology leadership would likely continue.
As the lead player in those lining up to be CEO, he also needed to showcase skills in diplomacy and leadership. Both goals appeared to have been accomplished and evidence of solid execution, both against milestones and competitively, were hard to argue.
Deb Conrad is effectively Intels CMO and has the disagreeable job of managing Intels brands and marketing. The fact that she hasnt been fired, given that Intel tends to burn through CMOs at an impressive rate, is testament to how shes handling the difficult dance she is trying to do.
Intel had a branding nightmare in a mess of brands, sub-brands, and brand modifiers that few at Intel could consistently explain, and she has made considerable progress. Core now represents a good, better, best branding strategy where products no longer waterfall down as they age. In other words, from Core 7, the premium, to Core 3, the core features will remain consistent year over year, allowing folks to eventually understand what each level means.
Problems remain with Atom, Celeron, and Pentium, which fall outside this taxonomy and continue to create confusion. But fixing all this and keeping the job is something that Debs predecessor could not do and Deb seems focused on getting the job done (and not getting fired in the process).
Renee James, SVP GM Software and Services, is an interesting executive to watch. In theory this group is redundant to software partners Apple, Microsoft, and Google and has its own Linux-based operating system. According to her, that OS, Moblin, now forms the basis of most of the Linux distributions that exist on mobile devices even though they still keep their own brand name (like Ubuntu). This is because Intel can assure compatibility, drivers, and hardware integration better than these other players.
She has what is likely the toughest dance of all because if she doesnt execute well enough, Intel is locked out of the very consumer and mobile markets that found their potential future growth. But if they do it too well, Apple, Microsoft, and Google could move competitive against the company, critically damaging existing market opportunity.
Execution came off as good with a number of upcoming interesting design wins showcased. But the risk is off the chart and I wonder how we will view it five years from now.
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