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IDF: In search of a Message

At its latest Intel Developer Forum in Bangalore, the company spoke of convergence, Centrino and Metcalfe’s Law—but it struggled to find a central message

Sarita Rani

Wednesday, May 14, 2003

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A bit of this and a bit of that. This year’s spring Intel Developer Forum suffered from a lack of focus unusual to Intel conferences in the past. Some convergence, passing references to the Itanium 2 and of course, the Centrino—the company’s new mobile wireless package. But no key message and no central theme.

Some of it came from lack of speakers like Pat Gelsinger, Intel’s V-P and CTO, who was unusually absent and sorely missed. Gelsinger knows the Indian developer and market, while a lot of speakers this time around suffered from the handicap of unfamiliarity with this geography. As a result, many messages, barring the Centrino, were repeats of last time—something that showed in both developer attendance and attention, which was thin.

Convergence is the key
One of the interesting sessions was the keynote address by Intel corporate technology group V-P Frank Spindler. Last year, Gelsinger spoke extensively about convergence. "Silicon integration would lead to accelerating convergence of the computing and communications industries," he said. Spindler spoke extensively on the same topic. While Gelsinger had spoken about ‘extending’ Moore’s Law, Spindler talked of how Metcalfe’s Law would be at "the heart of the convergence of devices" that is likely to happen... a message heard loud and often at the Sun developer conference in Bangalore not too long ago.

Metcalfe’s Law states that the usefulness, or utility, of a network equals the square of the number of users. "Right now, the number of microprocessors shipping is very high, but the fact remains that only a miniscule percentage of them are connected to each other. Once we find ways of connecting them effectively, there’d be a macro-convergence in the industry," said Spindler.

According to Spindler, this macro-convergence would cause a shift that’ll create new models of usage, infrastructure to support new businesses and business models, and even new norms of social behavior. While convergence at the micro level will be driven by silicon, macro-level changes have to be brought on by developers, he said, adding that Intel was developing radios based on the company’s low-power CMOS process.

Centrino in India
For Indian developers, what was perhaps the most interesting bit was Intel’s decision to set up a Centrino team in the country.

Announcing this at the IDF, V-P and general manger (mobile products group) Dadi Perlmutter said, "We will be setting up Asia’s first design team which will work on the Centrino mobile technology at the development center in Bangalore. This is a part of our commitment to growth in India."

Though the company would not give investment or employee numbers, Intel India president Ketan Sampath said the decision to establish the Centrino design team was in keeping with Intel CEO Craig Barrett’s commitment to India. "The decision to set up the Centrino design team in Bangalore is in keeping with our CEO’s commitment to invest $100 million in India by 2005-06. We are very much on track to do that," he added.

The elusive Itanium
Interestingly, McKinley (or Itanium 2 as it is now known) wasn’t so much the centerstage as one would have expected, barring references to closer integration with the recently-announced Microsoft’s Windows Server 2003. "Yes, there’re going to be a series of new tools and capabilities that’ll be announced. There’s going to be a continual support and collaboration between MS and Intel for pushing Itanium 2," John Davies, V-P and director of the Intel solutions group, said.

Intel had placed its bets on the second release of Itanium taking off better than the first one did. But so far, there aren’t any signs of a pickup or of activity on apps built around the processor. Though the Indian Institute of Science—which hosted the IDF—did show off a recently-bought SGI supercomputer built around the Itanium 2 processor, successes are still few and far between. According to Gartner Dataquest, Sun Micro sold $7.8 billion worth of 64-bit systems, and IBM sold $5.7 billion last year. Itanium-based systems sales barely added up to a $100 million.

All told, the IDF could have done with a little more focus, enthusiasm and speakers who knew the Indian developer better than to speak to them about "uses of computers". The Indian developer, after all, is well out of the cradle.

Sarita Rani





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