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Intel outlook clouded by weak demand, analyst says

1/9/2013 05:08 PM EST
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bruzzer2
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re: Intel outlook clouded by weak demand, analyst says
bruzzer2   1/14/2013 4:59:45 AM
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Surely, but how do you get RRAM, MRAM/Spin and other non captive devices that dense so quickly; because that transition is coming quickly. Mike Bruzzone Camp Marketing

yalanand
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re: Intel outlook clouded by weak demand, analyst says
yalanand   1/13/2013 12:00:06 PM
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@DCH, Is it comfortable to type using touchscreen on your iPad or do you use externak keyboard to type your content ? I somehow feel its pretty tough to type using a touchscreen.

yalanand
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re: Intel outlook clouded by weak demand, analyst says
yalanand   1/13/2013 11:58:36 AM
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@iniewski, I agree with you. Infact I feel ultrabook will grow faster than the tablets because latest released ultrabooks can be easily converted into tablets.

anon3860072
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re: Intel outlook clouded by weak demand, analyst says
anon3860072   1/11/2013 8:49:03 PM
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@ DCH, would life be more meaningful if the money for tablet is saved and donated to charity, or to help the needing, or to give away the money to your children for a field trip? At the end, your iPad is nice to have, in fact, if you really need the function of iPad, you can save a lot of real money by going for the alternate Nexus 10 which has higher ppi or the Surface RT with uSD support and a start-of-the-art OS (relative to the iOS). The argument of more apps is really mood because your life will not diminish without those, right? With the new crop of Win8-based tablet and the upcoming $599 (if OEM can make this price point at ECY2013), iPad is so very throwing money into drain because of the 2nd-rated hardware features (no USB port, proprietary charging and accessories port, no uSD support, OS with limited function and good only for single-purpose apps, ...) especially for consumers who have engineering mindset.

Tamza
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re: Intel outlook clouded by weak demand, analyst says
Tamza   1/10/2013 8:28:27 PM
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@iniewski: someone has to say 'the emperor has no clothes'. That is NOT to say that Intel will remain the winner, but that tablets are not replacing laptops-desktops, but a large segment of the 'casual' market. Perhaps at some point they will intrude into the smartphone market.

bruzzer2
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re: Intel outlook clouded by weak demand, analyst says
bruzzer2   1/10/2013 6:41:48 PM
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Intel sales into smart phones, tablets, TV, smart signage are still low experimental volumes, although volume ramp is expected by this analyst to be much greater than many anticipate into Haswell derivative generation. For 2012 through 2013 end, Intel manufactured approximately 24,882,339 Atom’s of all grades with review sources stating Pennfield/Medfield SOC phone operating power 18 mW to 1W. And for Tablet 2W idle to 4W active. Centerton Server SOC TDP 6.1 to 8.5w is aimed for 5w Duals at next generation Avoton, where industry sources suggest public power disclosure is an Intel disinformation overstated by 20%. In addition for the Android/Chrome OS market, Intel has manufactured approximately 7,387,206 Celeron 7xx/8xx Series, average price $102, TDP 17w for systems that don’t need batteries because they have a power supply. This analyst believes for open integration market, sans vertically integrated consumer electronics producers who fabricate their own ARM designs, Intel will be unstoppable in TV on the ability to supply good enough processor performance on the monopoly advantage of their price for dice area less than whole production cost. Finally Intel is in the process of dumping a combination 16,714,451 Sandy Bride Celeron Value Desktop and Value Mobile TDP 35w and 17W respectively for prices substantially less than Intel variable and fixed cost which is a continuin antitrust violation; $50 and $86 respectively. At these prices for CPU/GPU combos including provided at no cost in a bundled sales package, for COM in tethered systems Intel is systematically disabling ARM in its established industrial and commercial niches and surrounding ARM in its mobile stronghold. Ivy Bridge dumping begins Q1 2013 with Celeron and Pentium brands continuing to displace competitive processors on Intel monopoly advantages. And where there is an actual cash sale, displaces channel financial ability to purchase anything else. Mike Bruzzone Camp Marketing

DCH0
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re: Intel outlook clouded by weak demand, analyst says
DCH0   1/10/2013 6:17:41 PM
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I do lots on my iPad including commenting on EE Times articles. I do not need flash since there are aps for all the major content providers such as CNN. The big differentiator is the tablet is for content consumption and the notebook or desktop is for content creation.

Gil C
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re: Intel outlook clouded by weak demand, analyst says
Gil C   1/10/2013 9:25:11 AM
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So Far the IBM computer model is valid Big Server Network (Internet) many clients the problem is with improving capabilities of Server & higher speed network the clients needs are lower every day Also Clients needs mobility (RF rampup) low power (battery weigth) Low cost . Here there is a potential issue with Intel fab cost model Strength of Intel was also Windows , but this is changing fast Hope this remarkable company will find a way to keep leardership but it will be not easy

Ogemaniac
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re: Intel outlook clouded by weak demand, analyst says
Ogemaniac   1/10/2013 5:28:47 AM
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Agreed. My wife and I like our iPad. It has its niche in our lifes. Its purchase likely did replace a laptop purchase. But here's the thing: we have no reason whatsoever to buy another tablet soon. The next thing? To replace her older laptop. Then eventually my less old one. Perhaps the cycle will repeat from there.

krisi
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re: Intel outlook clouded by weak demand, analyst says
krisi   1/10/2013 2:55:18 AM
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I think people overestimate growth of the tablet market...sure it is cute...however once you get over novelty factor there is nothing serious you can do with it...in addition my iPad half of the time can't display things (due to Flash embedded on Internet everywhere)...so laptops will remain the main vehicle for working, Intel will be OK

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