Intel Corporation Message Board

you are viewing a single comment's thread.

view the rest of the posts
  • firstofmany firstofmany • Jan 18, 2013 11:53 AM Flag

    Intel's CEO Discusses Q4 2012 Results - Earnings Call Transcript

    The problem with Intel is that there's still no sign of a new game plan, even though the old one is withering. Same old same old in PCs, only Apple MACs seem to be still growing. And look what the fools are doing in mobile and data center - they're trying to replicate the PC strategy of hollowing out the device manufacturers and forcing all of the products to be mostly the same, just like in PCs. Where's the differentiation in Xeon-based servers? Not much. So the ARM-based guys are focusing on interesting system architecture, and people like Facebook are interested. So Intel's cloud CPU business is at risk, though probably not for a year or two. Still no leading mobile strategy, a weak tablet strategy - pathetic. Sorry, but fab process won't fix it all. The only bright spot looks like supercomputing. This is a conservative, incremental company increasing led by marketing people, faced with dramatic market changes, and they're lulled into confusion because their profits haven't evaporated yet. And rather than drive change the clueless CEO jumps ship after big speeches only months earlier that he had the best job in the world. How can anyone still be an Intel pumper?

    Sentiment: Sell

    Sort:  Newest  |  Oldest  |  Most Replied Expand all replies
    • liljakr liljakr • Jan 18, 2013 2:19 PM Flag

      I think fist of many is wrong about this. The line between a PC and a tablet is not so clear any more like they said in the conference call. It will use the same product, I don't see the weakness in that strategy. Also, I dont think the cloud technology is in danger where 99% of all workplaces in the world wont use the ARM technology. Social networks, yes that market is still developing but remember that Intel still has a significant technology advantage over anyone in the world. This capex spending is securing their position as a continuing world leader. Apple came in and cut into the market, but they have hit the roof with their products. Intel is keeping it's edge, I am not worried about that.

      Sentiment: Buy

    • semi_equip_junkie semi_equip_junkie • Jan 18, 2013 12:14 PM Flag

      Sorry, but fab process won't fix it all.
      Why don't read/listen TSMC CC or ASML CC
      Even East figured out there is a problem - it will not change overnight but gradually it will start to sink in .
      you don't even have to listen to Intel - listen to NVDA, BRCM, MRVL -
      TI dumped huge investment in OMAP to move to greener analog pastures.
      How excited was TI 12 months ago and now ?

      • 1 Reply to semi_equip_junkie
      • firstofmany firstofmany • Jan 18, 2013 3:29 PM Flag

        Building something that isn't competitive or interesting in a better fab process won't save it. The strategy of using x86 architecture for everything *requires* better fab process to even get in the game.

        Cloud systems use scale-out architecture, and that means that the processing power of each server is less important than in most enterprise systems. The way the servers communicate and manage memory will be more important than how fast the CPUs are. And don't tell me about all of Intel's network investments. They bought weak sisters behind the competition.

        This is one sick old dog that used to win races, so everyone thinks it can win another race. The engineers can, the management team I have less confidence in.

        Sentiment: Sell

    • att4glte att4glte • Jan 18, 2013 3:31 PM Flag

      Facebook and Intel working together to define future Datacenters. Cisco going to INTEL for custom chips......Sukk on that, Firstofmany.

 
INTC
24.05-0.02(-0.08%)May 23 4:00 PMEDT