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Intel Corporation Message Board

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  • blackoutbuzz blackoutbuzz Jan 24, 2013 9:32 PM Flag

    Intel's conundrum

    Well, you may not agree with the viewpoint I presented, but at least unlike most of your posts, it's not simply a regurgitation of articles I can find and read without your 'help'.

    - They will continue to dominant servers -
    They very likely will, but whether or not they will be able to maintain their high margins is not a given.

    - They will build profitable mobility market share -
    That remains to be proven.

    I suspect there will be difficult challenges for INTC to grow profits. Maybe you can explain why the market appears to be pricing in weak prospects for INTC if their future is really as bright and certain as you portray. And please don't respond with the simplistic argument that the market is ignorant of INTC development and production capabilities. I don't buy that for a minute.

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    • You give Wall St too much credit.. Wall St operates on making $$ TODAY!!.. They could give a damn about the long run. In fact most funds trade in and out of a stock many times a year...

    • servers -
      I agree that they very likely will remain on top. It is hard to estimate the margins. Each process shrink doubles the die per wafers and geometrically reduces the defects per die. Costs will go down. Power consumption drops to the resulting systems are cheaper to build.

      One big, new feature on Haswell servers will be the transactional memory (TSX). This feature alone should provide performance improvement on the order of double that of Romley. Think of speculative execution of locks. When software sets a lock, Haswell monitors the data it is going to access and does not disrupt the bus access unless there is a REAL conflict. Lock conflict is a real scalability bottleneck. I don't know of any similar ARM capability.

      tablets and phones -

      Intel will chew down. Lexington has a $6 cost. IMO, PC will remain flat to up a couple % over time. tablets and phones are generally incremental.

 
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