Microsoft Corporation (MSFT) and Intel Corporation (INTC) in the Age of Low-Cost Mobile Computing

Page 2 of 2

Microsoft and Intel
The software and chip giants both have no choice but to accept lower pricing if they hope to maintain relevance in the age of low-cost mobile computing. Google Inc (NASDAQ:GOOG)’s disruptive approach with Android gives OEMs a cheaper alternative operating system, while competition within the ARM Holdings plc (ADR) (NASDAQ:ARMH) ecosystem removes Intel Corporation (NASDAQ:INTC)’s pricing power. The result may be longer-term pressure on margins for both titans, as neither had to face competition like this before during the PC’s heyday.

The article Microsoft and Intel in the Age of Low-Cost Mobile Computing originally appeared on Fool.com.

Fool contributor Evan Niu, CFA, has no position in any stocks mentioned. The Motley Fool recommends Google and Intel and owns shares of Google, Intel, and Microsoft.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.


Page 2 of 2