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Intel's revenue in the third quarter jumped 28 percent year over year, while profits also shot up over the previous year.

The world's largest chipmaker reported revenue of $14.2 billion on a GAAP (generally accepted accounting principles) basis, on GAAP earnings of 65 cents per share. Adjusted income was 69 cents per share. This compares to $11.1 billion in revenue in the year-earlier period, or 52 cents a share.

Intel was expected to report earnings of 61 cents a share, on revenue of $13.9 billion, according to an analysts' consensus.

The chipmaker surpassed $14 billion … Read more

Intel will be as strong as ever despite the emergence of an alternative platform for Windows 8.

That's my forecast after bouncing between Northern and Southern California this week and attending two major tech conferences--the Intel Developer Forum in San Francisco and the BUILD conference in Anaheim.

In the course of three days, I spoke with and listened to plenty of analysts, experts, and industry people. Though the tablet and laptop threat from the ARM camp of Qualcomm, Texas Instruments, and Nvidia is real, I believe Microsoft and ARM hardware companies have a pretty high mountain to climb.

Let'… Read more

ANAHEIM, Calif.--Microsoft, in revealing details of its upcoming Windows 8 operating system this week at its Build developer conference here, has presented its vision for computing in a tablet era that's starkly different from the one offered by rival Apple.

Apple believes that consumers will want discreet devices that are designed to take on specific tasks. That's why its computers run a beefy operating system designed to handle heavy-duty computer processing required, for example, by computer-assisted design applications, and its iPads run a much lighter-weight operating system that's fine for surfing the Web or reading a … Read more

For many years, the market for personal computing equipment was dominated by the Wintel "duopoly." But no more.

In practice, Wintel wasn't so much two companies scheming together as it was a marriage of convenience pairing two dominant technologies: Microsoft's Windows operating system and Intel's x86 processor family.

It wasn't an exclusive relationship. Microsoft always had Advanced Micro Devices and flirted with chip designs such as MIPS, Alpha, and PowerPC in the early days of Windows NT. And Intel encouraged other operating systems, notably Linux. But the marriage stayed largely intact as the two … Read more

Speaking at a technology conference, Intel's chief financial officer outlined a not-too-distant future when Ultrabooks take on the hallmarks of the tablet. He also touched on Windows 8 competition.

"Form factors in the notebook market have been somewhat stagnant over the last several years," CFO Stacy Smith said today at the Citi Technology Conference in New York City. New Ultrabook designs coming over the next 18 months, however, should change that, Smith said.

"You'll have the ability to have flip screen, it'll be touch mode in certain situations [then] you flip it back around … Read more

Apple's latest chip technology won't appear in the next-generation iPad until June 2012 at the earliest, according to a firm that tracks the mobile processor industry.

Getting new processor technology out the door (remember, Apple is also in the chip design business) is a Herculean task for even seasoned chip manufacturers like Intel. It will certainly be no different for Apple, whose next chip, dubbed the "A6," may not make an appearance in the iPad 3 until later in 2012, said The Linley Group, a chip consulting firm.

If Apple keeps to its schedule and launches … Read more

Apple's iPad will likely have to contend this year with new Android tablets sporting the latest high-speed silicon coming off production lines in Asia.

Nvidia is on the record saying that tablets powered by its quad-core Kal-El chip are arriving this year. "Kal-El-powered tablets are coming this fall, and phones around the CES 2012 timeframe," Nvidia said in a statement to CNET on Friday.

It's safe to presume that Nvidia isn't just blowing smoke. Its processors today power all of the most popular Android Honeycomb tablets, including the Motorola Xoom, Samsung Galaxy Tab 10.1, … Read more

The pairing of Microsoft's upcoming Windows 8 with processors from companies like Qualcomm and Nvidia is expected to spawn a new kind of low-cost laptop, according to IHS-iSuppli, possibly threatening Intel's overwhelming dominance in laptops.

"After more than 30 years of domination by a single microarchitecture--Intel Corp.'s X86--the PC microprocessor...market finally is set for some real competition," Matthew Wilkins, an analyst at IHS-iSuppli, wrote in a research note today.

This will happen as shipments of ARM processors soar in the coming years, eventually shipping in about one out of every four laptops in 2015, … Read more

As Google's Android continues to experience birthing pains in tablets, Windows 8 has emerged as an attractive, albeit still distant, alternative.

By the time Windows 8 tablets hit the market in 2012, Microsoft will have had ample time to analyze the initial missteps of the Android platform, not to mention its own unimpressive attempts at "slate" operating systems over the years. Generally speaking, Microsoft may miss with the first few whacks at something new but they're usually good at eventually nailing an operating environment. If only because of their tenacity. They will persevere for years, even … Read more