Intel at Citi Conference Notes

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This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha

Even in the core PC business you have to have mobility capability

“Whether it’s Bluetooth or Wi-Fi or 3G or LTE, things like Bingbooks and Chromebooks are going to be more and more connected, in fact they’re really only functional or highly functional when they’re connected. We think 25% to 50% of those over the next few years will have 3G or LTE connections.

So even in our core business you’ve got to have that comps and mobility capability”

Tablets closer to our core

“tablets are closer to our core. They’re much more of a compute oriented product.”

Intel architecture is unique because can cross platforms

“There is a unique feature about Intel architecture though remember when you have any kind of hardware manufacturer one of the great things about building on an Intel architecture is you can build the same platform and it will work off almost any operating system. So that’s a real advantage though we have as I move forward and build hardware. So you can build one platform it could run on Windows, it could run on Chrome, it could run on Android, it could run on Tizen, it could run on any of those operating systems that’s we’re about the only ones who can do that.”

PC drives innovation that gets carried to other markets

“One of the things people need to understand about Intel’s business model is we have the core of the PC that generates great cash, great profits, but it also generates a huge amount of innovation and that innovation is able to be carried up and down into these markets, up into the server market and then down into tablets-phones and even wearable devices.”

Moore’s law isn’t dead

“In my 32 years at Intel I think I’ve seen the death of Moore’s Law at least four or five times. The first time I remember it was at about three micron and about one micron I remember it was going to die I am always amazed at our ability to innovate and find new ways to keep Moore’s Law alive. We are shipping 14 nanometer product now. We have a path we believe to 10 nanometers and we know how to make 10 nanometers still stay on that in Moore’s Law”

Moore’s law is our core

“if I had to give up one or the other I would keep the silicon’s leadership Moore’s Law and that’s not to say that the architecture itself is not highly valuable. But in the end I believe what has always driven Intel’s ability to bring products that are even higher level of innovation, better cost all of that is that Moore’s Law that is the foundation of what we were aboard and bred on. You could bring any architecture to that and it will be better for it. So, that’s why I’d say you have to take Moore’s Law as the foundational element. The architecture has the ability to build upon that but if I could only keep one I would keep the Moore’s Law”

Internet of things is going to drive more data centers

“Why are you so excited about the Internet of things? I am personally excited about them as technologies and as innovation area. But also they’re fuel; they’re grain of the data center. They are going to fuel billions and billions of pieces of information up into the data center that will then require more and more data centers to be built.”