Intel Q1 CC comments

Intel crushed Q1 estimates last night. Here are selected IMG-related (though of course never mentioned by name) comments from the CC:

Paul Otellini:

'We also launched Oak Trail just last week, which is a platform designed specifically for tablets. We are seeing very good design momentum with Oak Trail across multiple operating systems. Over the course of this year, Intel will have tablet platforms that run Windows, Android and MeeGo.
We remain committed to success in the Smartphone segment, and we're actively working with a large number of handset manufacturers and carriers around the world on met field-based designs.
Overall, we begin 2011 with great momentum. We've added McAfee and the Wireless Division of Infineon to our portfolio, and have ambitious plans for both acquisitions going forward. We are investing and developing new products for phones and tablets, and are turning our advantages in Moore's Law and computer technology into breakthrough products for these segments. All of our major product segments are growing, and these new segments are expected to add to that growth momentum. '

'Well, you'll see quite a bit of tablet demonstration to Computex. If you notice what we did at IDF in Beijing last week, that was -- there were a lot of tablet-centric announcements there around MeeGo and Windows and Android. And so we're heads down on a number of designs on tablets on all 3 of those operating systems where we see the Android code, Honeycomb version of Android source code from Google, and we're actively doing the port on that and expect to be able to ramp those machines over the course of this year for a number of customers. In terms of phones, obviously, we lost Nokia, which took a lot of wind out of the sales for phones this year. We've redirected those resources onto a number of other major accounts, focusing on carriers who want their own devices and also on handset manufacturers. They're all based on Medfield, which is, I think, still the first 32-nanometer phone apps processor in the industry. And quite frankly, the limit in terms of them getting to market is going to be the interoperability testing of the networks at this point in time. So I think I would be very disappointed if you didn't see Intel-based phones for sale 12 months from now.'

'In terms of x86 versus ARM, it is not just about the core as much as we would like it to be, and I guess as much as the ARM guys would like it to be. It's about the core, the overall capability of the system on Chip, the things you put around it, the graphics, the com subsystems, the media processing subsystems and the overall power envelope relative to the performance that you can deliver of the SoC. So the Intel advantage that we see going forward is the combination of very robust computer architecture that can scale, the ability to bring on very high performance graphics and media processing, and now a wide array of comps architectures that we can bring in, and taking advantage of the world's best silicon. When you add those together, I think it gives us a very strong value proposition in this market. I'd also point out that all of the major operating systems in phones and smartphones are written at a high-level such as they're cross-platform and portable. And so it is easier for people to move from ARM to Intel or ARM to ARM than it has been in the past in the Windows.'

END

Apple's turn tonight.....