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Intel beats estimates on record sales

1/14/2011 00:30 AM EST
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unknown multiplier
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re: Intel beats estimates on record sales
unknown multiplier   1/17/2011 11:47:45 PM
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ARM can give Intel competition even in servers.

resistion
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re: Intel beats estimates on record sales
resistion   1/15/2011 1:04:46 PM
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Even marketing will take a turn as the PC and maybe every personal device is inevitably virtualized into the cloud. Data center managers obviously will focus on 24/7 power consumption.

gutieaphd
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re: Intel beats estimates on record sales
gutieaphd   1/14/2011 10:05:53 PM
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Partly because their competitors manage to be late by 24 month to everything they attempt. Intel has been executing extremely well for a very long time, that tells a lot of the internal dynamic of the company that focuses on product and market success, and spends little time pursuing public subsidies and suing competitors.

yalanand
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re: Intel beats estimates on record sales
yalanand   1/14/2011 6:01:22 PM
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Intel is very smart player, no doubt they will continue to lead the market. They recently settled lawsuit against NVIDIA for a sum of ~ 2Billion, similar to ARM which they couple of years back.

resistion
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re: Intel beats estimates on record sales
resistion   1/14/2011 5:43:59 PM
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The revenue growth is skewed with different emphasis than before, servers not notebooks. The tablet factor at work. It changes the x86 market dynamic.

Warren3
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re: Intel beats estimates on record sales
Warren3   1/14/2011 4:38:09 PM
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I don't think the Intel folks are all that scared (nor do I think their revenue sources too skewed). I also don't see them sitting back and counting on anything.

luting
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re: Intel beats estimates on record sales
luting   1/14/2011 3:05:25 PM
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I am always impressed by Intel's marketing. Most consumer ASIC/ASSP ASP prices will be driven so low that IC vendors could barely make money before it hits less than half of Intel's volume. I don't know how Intel convinces big players such as Dell and HP to continue paying them premium price for their processors at such high volume.

goafrit
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re: Intel beats estimates on record sales
goafrit   1/14/2011 12:58:25 PM
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Intel is on the rise and really good on marketing. I am sure that emerging markets will continue to drive this company. The simple fact is that Intel is executing across all cylinders. I give them credit.

resistion
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re: Intel beats estimates on record sales
resistion   1/14/2011 2:11:22 AM
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Scary, to count on boutique, low-volume (i.e., data center server) products only. Sort of like Sun Micro.

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