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FeibusTech: market insight & analysis. Influencer, analyst in IoT, digital health/fitness, wearables, connected car, smart home, privacy/security. Columnist for Tech section of USA TODAY and Fortune.

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FeibusTech Blog

Time for a Plan B at Intel?

Mike Feibus

It is time for Intel to begin placing bigger bets on Windows alternatives.

Let me assure you that I’m not schizophrenic, although I do understand why you might be wondering about that right now. Yes, I do remember the advice I gave to Intel CEO Brian Krzanich in my last column, Don’t Give Up on the PC. And now I’m suggesting he invest more heavily in Windows competitors. I know it sounds contradictory. But it’s not.

As Intel’s new top executive continues to evaluate the company’s strategic priorities, he’d be foolhardy not to give Windows every shot at success. The company’s PC Client Group, or PCG, generates far more sales and profit than any other business unit – and the lion’s share of those spoils comes from Intel chips inside Windows machines. Hence the don’t-give-up message.

The flipside is that, on an annual basis, PCG’s revenue and operating income have been declining every quarter since Microsoft released Windows 8 to manufacturing. Coincidence? Unless you’re the kind of person who needs those pre-flight seat-belt fastening instructions, you don’t need me to answer that.

OK, so don’t put all your eggs in the Windows basket. Check. Now for the tough part: where to incubate the rest of those eggs?

Read the entire column HERE.