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Intel Corporation Message Board

  • hairybutt00 hairybutt00 Apr 5, 2010 12:22 PM Flag

    Dont expect too much of price movement

     

    out of INTC. If yall did a little research and understand the business models and what the consumers want yall will see that INTC has a lot of headwinds ie a lot of competetion. I dont even consider AMD to be a competetior to INTC cause INTC chips are 2 generations ahead of AMD and they will never catch up. AMD's reply to the INTC server chip XEON 7600 was a 12 core chip which was basically 2 6core chips glued together. The XEON performance was way better than the AMD chip. But INTC faces very heavy competetion from QCOM, AAPL, GOOG, TXN/MOT and besides ARM many more. ARM has 80 percent of the smartphone markets cause its got an open architecture and lots of application were developed around the ARM technology. ARM just licenses out its technology to MOT TXN QCOM, Samsung, LG and many many more corps. INTC's reply to the ARM technology is the ATOM processor and i dont think INTC wants to have Atom to be an open like ARM is. If they did then lots of application would be written around it but the snag on the ATOM is its still power hungry compared to the ARM chips. INTC needs to work around that. And ofcourse the competetiors of INTC are flush with cash and are willing to take on INTC. INTC has to change its business model and could come out a winner or it could have its lunch eaten up. Intc needs to work more on the software side as well, they have windriver for now. Anals are all lurking to see how intel will handle the situation. The PC and server business has not much growth. Growth is in the smartphone side and intel needs to take a chunk of it. GOOG has come a long ways with its Android. Until intel doesnt prove that it has penetrated and increased its mkt share in other segments it will be range bound. Yall can just dream of $30.

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