PC, chromebook, MSFT, intel

http://www.theguardian.com/technology/2014/jan/09/pc-value-trap-windows-chrome-hp-dell-lenovo-asus-acer

PC시장의 가장 큰 문제는 덜 팔리는 것이 아니라 PC제조업체가 무슨 수를 써도 이익을 낼 수 없다는데 있다. 
개인 사용자들에게 태블릿이나 크롬북이 PC의 기능을 대체하는데 한계가 있어도, pc업체들이 크롬북을 팔아서 이익을 낼 수 있다면 그렇게 할 것이다.
pc시장에서 수십년 이익을 취한 MS와 인텔에게는 대응이 필요하다.
인텔은 파운드리로 전환을 시도할 수도 있고, 아톰으로 재기를 노릴 수도 있으나, MS는 CEO교체문제에 발목을 잡혀서 꼼작도 못하고 있다.

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http://www.idc.com/getdoc.jsp?containerId=prUS24595914
Holiday PC Shipments on Target as Lenovo Expansion Continues, According to IDC

Top 5 Vendors, Worldwide PC Shipments, 2013 (Preliminary) (Units Shipments are in thousands) 

Vendor	2013 Shipments	2013 Market Share	2012 Shipments	2012 Market Share	2013/2012 Growth
1. Lenovo	53,771	17.1%	52,348	15.0%	2.7%
2. HP	52,171	16.6%	58,129	16.6%	-10.3%
3. Dell	37,791	12.0%	38,719	11.1%	-2.4%
4. Acer Group	24,022	7.6%	33,588	9.6%	-28.5%
5. ASUS	18,666	5.9%	23,214	6.6%	-19.6%
Others	128,134	40.7%	143,386	41.0%	-10.6%
Total	314,554	100.0%	349,383	100.0%	-10.0%

Source: IDC Worldwide Quarterly PC Tracker, January 9, 2014

Table notes follow the last table

http://www.gartner.com/newsroom/id/2647517
Gartner Says Worldwide PC Shipments Declined 6.9 Percent in Fourth Quarter of 2013

INTC Revenue (Quarterly) data by YCharts

http://seekingalpha.com/article/1943581-intels-real-competitor-isnt-qualcomm-its-samsung

http://blogs.barrons.com/techtraderdaily/2014/01/13/intel-marvell-would-be-ideal-foundry-customer-says-citi/

http://www.xbitlabs.com/news/mobile/display/20140113155649_Intel_Completes_Development_of_64_Bit_Google_Android_Kernel.html

http://seekingalpha.com/article/1941521-intel-is-not-finished-with-data-centers

http://seekingalpha.com/article/1944441-intel-why-foundry-capacity-is-strategically-important

http://seekingalpha.com/article/1912081-about-the-intel-overcapacity

"There is no target market existing today that could absorb the capacity represented by those two huge new and unused Intel fabs EXCEPTmemory and specifically NAND memory for SSD."

http://www.forbes.com/sites/jimhandy/2012/08/20/why-does-intel-make-nand-flash/

http://www.extremetech.com/computing/173887-ssd-stress-testing-finds-intel-might-be-the-only-reliable-drive-manufacturer

http://www.ronver.com/2tb-ssds-intel-2014

http://seekingalpha.com/article/1941891-5-simple-reasons-i-went-long-intel

http://seekingalpha.com/article/1943301-intel-short-interest-declines-but-here-come-earnings

http://www.zdnet.com/in/intel-aims-for-mobile-gains-via-indian-oems-7000025127/