Tue, Sep 16, 2014, 12:25 AM EDT - U.S. Markets open in 9 hrs 5 mins

Recent

% | $
Quotes you view appear here for quick access.

Intel Corporation Message Board

  • wallisweaver wallisweaver Nov 24, 2012 6:20 PM Flag

    AMD Cannot Survive The Graphics War Like This

    Things do not look good for AMD in the discrete graphics space. It lost the X86 CPU space by falling too far behind, and it is now about to lose the graphics war for good if it does not continue to innovate where it counts by developing products that carry high margins and sell well. Shifting focus to ARM-servers with SeaMicro fabric all sound great... until you realize that this will likely be a super cutthroat, low-margin business that will be swallowed whole with Intel's upcoming "Avoton" server SoC. Built with Intels' very own, license-fee-free, 22nm cores.

    Sentiment: Strong Buy

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • why is it a given intel is going to swallow up this whole business ? and if it is super cut throat low margin it might not be so tasty. The chip wars have players like never before.

      • 1 Reply to luvinitallwu
      • if you really think about the structure of an ARM chip business, so distributed that it has built in inefficiencies and costs that make competition with a dedicated vertically integrated Intel impossible. Intel's achilles heal we have seen...not making a decision to get into a game early enough..but once they are in they win because of the innate structure of the business. They are alos really really good at what they do. There are no new chip players like never before.

 
INTC
34.54-0.08(-0.23%)Sep 15 4:15 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.
Avanir Pharmaceuticals, Inc.
NasdaqGSMon, Sep 15, 2014 4:00 PM EDT
21Vianet Group, Inc.
NasdaqGSMon, Sep 15, 2014 4:00 PM EDT