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Intel revenue hit by weak demand

9/7/2012 01:03 PM EDT
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resistion
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re: Intel revenue hit by weak demand
resistion   9/9/2012 3:30:20 PM
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Ultrabook offerings were also disappointing thus far. http://arstechnica.com/gadgets/2012/08/a-worthy-ultrabook-appears-the-thinkpad-x1-carbon-reviewed/

resistion
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re: Intel revenue hit by weak demand
resistion   9/9/2012 3:21:37 PM
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Going against ARM should have been nonstarter for them. http://mobile.atomicmpc.com.au/Article.aspx?CIID=299929&type=News

KB3001
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re: Intel revenue hit by weak demand
KB3001   9/8/2012 1:53:38 PM
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Hardly surprising... this trend will continue.

m00nshine
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re: Intel revenue hit by weak demand
m00nshine   9/8/2012 1:09:39 PM
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Currently, Intel cannot compete in low margin business...it's just not in their corporate DNA. They spend huge amount of money wastefully because they sell parts at a few hundred dollars each, try selling for a tenth of that and it changes their entire manufacturing model. So they are stuck, keep trying to create high margin business at low volume and watch sales stagnate (at a likely high level) or try to get into low-cost, low power mobile business at high volume. I argue that everything from their payroll to their R+D to their Fab infrastructure would have to be overhauled drastically to compete with not only ARM but the companies that make ARM chips like TSMC. And I don't see intel as nimble enough to pull that off.

m00nshine
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re: Intel revenue hit by weak demand
m00nshine   9/8/2012 12:57:54 PM
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It would be quite suprising to see apple release another device with 45nm SOC. I guess it should be 32nm or 28nm.

goafrit
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re: Intel revenue hit by weak demand
goafrit   9/8/2012 12:47:19 AM
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Of course, despite all the noise about apps and software, electronics will drive the world. Without processor, there is no 21st century.

goafrit
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re: Intel revenue hit by weak demand
goafrit   9/8/2012 12:46:25 AM
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$12.1 billion is a lot of money. That is the GDP of most African nations.

goafrit
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re: Intel revenue hit by weak demand
goafrit   9/8/2012 12:46:06 AM
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I am not a big fan of Intel. They are using scale to destroy the market without much value.

song-chou-1
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re: Intel revenue hit by weak demand
song-chou-1   9/7/2012 8:11:15 PM
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Rick, I am more optimistic on electronics industry. Agreed Intel should of said "My revenue is decreasing since (i) Intel only sold miniscule ~100K smartphones since my Atom only runs Android 2.3 and is only at best on part with 3 year old Arm9 and (ii) Intel does not even have an LTE chip yet to market and (iii) Intel does not have any tablet sales (even though we have talked about having 20-30 tablet design wins for the past 2 year)

song-chou-1
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re: Intel revenue hit by weak demand
song-chou-1   9/7/2012 7:58:27 PM
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Peter, Yes "exceptional strong" iphone 5 sales is just a prediction not a fact. We will know shortly. Data I see in supply chain suggest OEMs are building product assuming (1) iphone sales in Q3/Q4/2012 over 2011 will show strong unit growth (2) PC sales (laptop,desktop, netbook) will show a year over year decline (even when compared to a weak Q4/2011 due to disk drive shortage) my point being I don't simple buy Intel's "macro environment" excuse. I think the slow sales result from poor product improvement. Have netbooks even improved in last 3 years? same for sandy vs ivy laptops? Just shocking after you look at how much intel spent to make the new products

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