Pairing up with the world's fastest-growing operating system is a smart move for Otellini (who has been on Google's board since 2004). But there's little question Intel has a lot of catching up to do. "The perception is that they've overpromised and underdelivered," says Raj Seth, an analyst with Cowen Group.
Meanwhile the rest of the industry has moved ahead. Processors designed using ARM Holdings' technology now power 90% of smartphones. Qualcomm (QCOM) leads the pack with 51% market share (see chart below).
Otellini insists the MeeGo debacle put Intel behind schedule by just two months. And when it comes to chip-manufacturing technology, he contends that Intel is about three years ahead of the competition.
---SPSmith
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