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Intel Corporation Message Board

  • roor15@ymail.com roor15 Jan 17, 2013 8:43 PM Flag

    Otellini insisted Intel will prove superior to the ARM chips:

    We’ve looked at the A15. We looked at the A15 specs and we know our own silicon in terms of bay trail and clover trail plus and we’re very comfortable we can maintain a performance lead here. Micro architecture is hard and it’s something we’ve got 30 years of experience at and these devises are simply becoming very small computers and that’s what Intel is exceptional at.

    sell ARMH buy INTC

    Sentiment: Buy

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Come on now...do you really believe a guy whose lack of vision put Intel in a position to play catch up in the first place? Didn't they also say they are needing to spend tons and tons of money to shrink the die down simply to compete? What kind of ROI is when you are going up against tight margin competitors whose SoC's sell at a fraction of what Intel would need in order to recoup it's investment. Spending all there time and energy trying to stuff a few more transistors on to a smaller piece of silcon all to be marginally better on some worthless benchmarks most people could care less about, seems short sighted. Ecosystems, and value add features is what gets design wins - Intel is looking under the wrong rock.

      • 2 Replies to brokeagain73
      • Intel doesn't need to recoup its investment in CapEx. Thats because Intel is producing these smartphone chips on 5 year old 32nm fabs and 3 year old 22nm fabs, which have been completely paid for. TSMC and others have to recoup their investment and hence will charge high prices for their equivalent and subpar 28nm chips.

        ARM = Inferior chips at higher prices.. Just doesn't work in the marketplace.
        The shift to x86 won't happen overnight like Wall St wants. Its a marathon, and Intel will win it. ARM's business model just doesn't work.

      • Spending all there time and energy trying to stuff a few more transistors on to a smaller piece of
        silcon all to be marginally better on some worthless benchmarks most people could care less about, seems short sighted.

        So why is TSMC planning to spend $9 billion on capex?

 
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