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Intel Corporation Message Board

  • singhlion2001 singhlion2001 Mar 19, 2013 4:54 PM Flag

    TWO DIFFERENT BUSINESS MODELS :: INTEL VS ARM HOLDINGS

    IN HOUSE FABS ..REQUIRE BILLIONS TO SUSTAIN AND WHEN THIS MODEL IS DISRUPTED AND MARGINS VANISH , IT BECOMES UNSUSTAINABLE

    VS

    FABLESS AND ONLY LICENSING CPU/GPU CORE BUSINESS

    ARMH now dominates Smart Phones,many other consumer devices and now entering 64BIT Server market frontier

    more and more Margin hell for Intel and revenue decline severity takes hold too now..................

    Sentiment: Strong Sell

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Freescale's i.MX 7 canned as firm refocuses
      Nov 21, 2012 – For Freescale, it seems to be the latter, with the firm choosing to ... In an industry already over served with strong ARM processors, there is precious ... Development costs for the high end chips run into the tens of ... the high powered mobile processing market, leaving smaller players to fight over the scraps.

      Consolidation is already happening -
      and you don't even know it
      and they won't be able to afford 20nm wafers and some off the shelf ARM design won't cut

      • 4 Replies to semi_equip_junkie
      • Now that Intel says it’s finally ready to compete with ARM processors in mobile devices, it seems to be eschewing the high-margin, mobile-savvy markets like North America and Europe in favor of emerging economies like India and China. Is Intel running scared, concerned that smartphones based on Intel chips don’t yet stack up to ARM-based devices? Is it focusing on markets where consumers are perhaps less likely to notice the difference? Or is it a case of Intel following the Gretzky rule of business: skating to where the puck is going to be, rather than where it has been?

        LOL

        Sentiment: Strong Sell

      • Regardless, a formalized foundry strategy would be an acknowledgment by Intel that its model isn't working and a negative for gross margins.

        Sentiment: Strong Sell

      • Does it make sense for Intel to build $10 billion shiny new fabs for foundry work? We think not for 45% to 50% gross margins, and ask IBM (IBM) how the foundry investment turned out.

        Sentiment: Strong Sell

      • Hilarious. QCOM and NVIDIA swept away by the latest next chip from Intel. Always the next chip, this time 2014 is the year. Meanwhile, margins will shrink, the street will not be happy, and QCOM and ARMH shareholders will continue to enjoy major returns

        Intel 22nm smartphone SoC delayed to 2014

        and we knew it

        Intel won't have much advantage in 2014 any way

        Sentiment: Strong Sell

    • INTEL TO SINGLE DIGIT IN 2014

      Sentiment: Strong Sell

 
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