英特尔（最近一次）向移动回归

    PC业务现在仍然占据了英特尔总收入的66%，尽管奥特里尼正在积极向移动市场推进，但同时他也在推广所谓的“超级本”，来给英特尔的电脑业务注入生机。超级本是最新的一种可以迅速开机的轻型笔记本（也就是MacBook Air的PC版）。但毫无疑问，移动才是最具备增长空间的领域。研究机构Linley Group指出，到2015年，智能手机芯片市场将增长40%，达到299亿美元。

    奥特里尼表示，他预计到2015年，英特尔芯片将占据平板电脑市场的50%，智能手机市场的20%。这是一个雄心勃勃的目标，但也并非不可能实现。英特尔的牌子够大，资金也够雄厚，有能力最终将顾客拉到它的阵营里，复制它在2005年的成。当时，连苹果都使用了它的酷睿双核处理器。英特尔的竞争对手ARM公司的CEO沃伦•伊斯特坦承：“他们的实力非常雄厚，而且有很多优秀的人才。”

    “这是一场马拉松，不是一场冲刺，”奥特里尼说。“英特尔在核心业务上有足够的发展动力，也有足够的资产，我们会让公司的移动业务走上正轨，而且我们会在长期内取得成功。”不过如果他错了，而且英特尔在短期内找不到进军智能手机的法子，那么奥特里尼可能会再次成为大家关注的焦点，但却不是因为什么好事。

    译者：朴成奎

    PCs still account for 66% of Intel's revenue, and while Otellini is making an aggressive push in mobile, he's also trying to breathe new life into Intel's computer business by promoting ultrabooks, the latest breed of lightweight, instant-on laptops (a.k.a. the PC version of a MacBook Air). But there's no doubt that mobile is where the real growth is. The market for mobile-phone chips will grow 40%, to $29.9 billion, by 2015, according to the Linley Group, a research firm.

    Otellini has said that he expects to have Intel chips in 50% of the tablet market and 20% of smartphones by 2015. It's an ambitious goal, but not impossible. The company is big enough and rich enough to eventually convert customers to its camp -- as it did in 2005, getting Apple to use its Core Duo chip. "They're very well resourced," concedes Warren East, CEO of rival ARM Holdings (ARMH), "and they have a bunch of clever people."

    "This is a marathon, not a sprint," says Otellini. "Intel has enough momentum in our core business and enough assets that we're going to do this right. And we're going to win in the long run." If he's wrong, and Intel can't find its way into smartphones soon, Otellini may find himself back in the spotlight -- for all the wrong reasons.