Wed, Aug 20, 2014, 2:11 PM EDT - U.S. Markets close in 1 hr 49 mins

Recent

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

Intel Corporation Message Board

  • intelonly_please intelonly_please Dec 28, 2012 11:01 PM Flag

    Marsavian/Alex

    Saw this in the comment secetion of SA article....what would you say to this?:

    Intel's reliance on the CPU's it makes is all but total.

    So the question is can Intel remain such a large revenue company with the Desktop market being added to the endangered species list?

    Think about it, their profit margin is about 3 times that of AMD on every chip they sell, and they sell about 3 times as many, they all but completely dominate the market while AMD get by on the scraps left over.

    Making chips for Tablets and Mobile Phones will not yield anywhere near the revenue a $300 CPU does, but a fraction of that, in fact.

    And they will never have it all to themselves.

    If anyone thinks Intel will muscle ARM out of the way like they did with AMD,
    Think harder.
    Think they can remain unchanged, unchallenged filling the same boots selling chips for $20 a piece?

    Think again.

    Intel have a much longer way to fall than AMD, that can only mean they will hit the ground so much harder.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Desktops are not going away, there will always be need for a high end fixed mains centered central machine (at least in companies) in which performance is not limited by power or space. Intel's desktop/mobile asp are also both below $100 so I don't know where they keep getting this $300 figure from, probably their #$%$.

      'If anyone thinks Intel will muscle ARM out of the way like they did with AMD, Think harder.'

      LOL or think smarter. Performance advantage allows you to do any amount of muscling you want and at 22nm all x86 (both Core and Atom) processors will have a performance advantage over ARM which they will never then lose going forward.

      The post is the usual scaremongering leveled against INTC recently and is the fundamental reason why its P/E is so relatively low compared to its technology competitors. It is scaremongering based on ignorance and convenient forgetting of the results of decades of cpu technology wars. Cyrix, Transmeta, AMD all tried this cheap low power cpu approach to combating Intel and they are all either dead or dying. It just doesn't work if you don't have the performance or features to back it up and ARM doesn't, like all the RISCs that have tried it will ultimately fall short against the CISC x86.

      • 2 Replies to marsavian
      • LOL or think smarter. Performance advantage allows you to do any amount of muscling you want and at 22nm all x86 (both Core and Atom) processors will have a performance advantage over ARM which they will never then lose going forward.

        Why do you think the ARM "ecosystem" is racing pedal to the metal to catch up with Intel TriGate - are you missing something?

      • LOL or think smarter. Performance advantage allows you to do any amount of muscling you want and at 22nm all x86 (both Core and Atom) processors will have a performance advantage over ARM which they will never then lose going forward.
        ----

        If we take Intel's claims of 60% performance improvement (@22nm) over Clovertrail at face value and we use Geekbench as our performance test suite then it's unlikely that Intel will have a CPU performance advantage over ARM at that node (Intel Atom 22nm V foundry 32/28nm).

        -----
        It is scaremongering based on ignorance and convenient forgetting of the results of decades of cpu technology wars. Cyrix, Transmeta, AMD all tried this cheap low power cpu approach to combating Intel and they are all either dead or dying. It just doesn't work if you don't have the performance or features to back it up and ARM doesn't, like all the RISCs that have tried it will ultimately fall short against the CISC x86.
        ----

        Cyrix, Transmeta, AMD and co all had to implement the x86 ISA in one form or another. ARM don't so they aren't spending their transistor budget on legacy instructions to maintain binary compatibility with Intel. Currently, ARM's CPU's are much smaller than the equivalent x86 core and thus have a die size advantage. Clearly this will change going forward, especially as GPU's are becoming the largest item on a SoC . I am not too sure what features you think the ARM ISA is lacking?

        The CISC/RISC argument:) RISC actually won in terms of design, as all Intel's Core processors are really RISC with a CISC decoder sitting on top. Regardless, over the years the RISC/CISC ISA's have moved closer together so is a mute point. I suspect you are talking about how x86 killed the RISC server ISA's?

    • Think they can remain unchanged, unchallenged filling the same boots selling chips for $20 a piece?

      you're dumb - thick as a brick - you think INTC can't match TSMC margins?
      It's adiffrent business idiot - does anybody expect 60%+ margins from TSMC - hell not dummmy
      Broadcom sees rising 20 nm costs amid handset push....
      .. is also very, very lithography intensive as we expect between 1.7 and two times ...

    • What this author doesn't account for is the way Windows 8 convolutes the mix. With Windows 8, the line between tablet and laptop/desktop completely blurs since the OS fully supports both platforms. Secondly, as you can see, Intel is bringing down the power consumption of its elite core series chips down to tablet levels. What we are going to see is desktop and laptops being replaced by a slew of touch enabled form factors all combining the features of laptops with tablets with touch. From the consumer's perspective, they are buying devices that have all the power and functionality of a desktop/laptop with the added convenience of a tablet. Its a win-win for the consumer and Intel. Since we're starting from the laptop/desktop end, you can expect them to pay the same price that they were used to before. Since we're also supporting the tablet form factor with a hybrid design, the total size of the market grows to include the tablet market.

    • what I been saying.

 
INTC
34.375+0.035(+0.10%)2:10 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.