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Intel's Q1 profit tumbles on weak PC market

4/16/2013 10:31 PM EDT
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Some Guy
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re: Intel's Q1 profit tumbles on weak PC market
Some Guy   4/18/2013 6:55:14 PM
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Thinking the Intel model requires high-ASP is a flawed assumption. It is supported by high margins. This is where the process line-size lead that Intel has allows them to compete at lower ASPs, because their cost is significantly lower than their competition's. When they announced the S-1200 microserver processor last fall, they went to great pains to emphasize that they actually make MORE money on a rack full of the smaller, lower-ASP chips.

old account Frank Eory
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re: Intel's Q1 profit tumbles on weak PC market
old account Frank Eory   4/19/2013 12:07:03 AM
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The increasing popularity of tablets is clearly the dominant factor in the decline of PC sales, but I have to wonder if the release of Win8 didn't accelerate that decline. Whether the Win8 critics are right or wrong or of old age or of a certain mindset doesn't change the fact that Win8 is not a big winner with desktop PC & notebook customers.

kenny.g
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re: Intel's Q1 profit tumbles on weak PC market
kenny.g   4/19/2013 2:33:45 AM
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this looks gloomy for MSFT's future

joshxdr
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re: Intel's Q1 profit tumbles on weak PC market
joshxdr   4/19/2013 12:12:54 PM
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I should have said gross margin instead of ASP, although we are kind of quibbling semantics here. Intel supports huge design, process development, test, marketing, and legal costs. There is NO WAY they can support these costs with the gross margin of an ARM vendor. Why is there such aggressive denial of the financial reality? I want Intel to survive, but I can see the way this story is headed.

any1
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re: Intel's Q1 profit tumbles on weak PC market
any1   4/19/2013 1:02:26 PM
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I think lack of innovation is killing the PC. While hardware keeps incrementally improving, software to take advantage of this microproessor power is lagging. Software resources are being diverted to apps for smartphones and tablets.

luting
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re: Intel's Q1 profit tumbles on weak PC market
luting   4/20/2013 5:09:28 AM
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Revenue per wafer is directly related to ASP. I don't see how Intel could manage low margin based on their business model. Although Intel is one generation ahead, TSMC and Samsung are catching up fast. I think Intel is doomed. It's high expenditure fab will kill itself in long term.

Simon7382
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re: Intel's Q1 profit tumbles on weak PC market
Simon7382   4/21/2013 2:47:46 AM
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I do not agree that the difference between gross margin and ASP is "semantics". As far as whether Intel will be able to compete successfully against ARM vendors: we shall see. Whatever you want to believe about Intel and its people they are not exactly dumb and see the same market shifts as you see. So far Intel managed to not only survive but thrive over market inflections, and they have been thorough many of them over the past decades. I certainly would not bet against Intel.

selinz
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re: Intel's Q1 profit tumbles on weak PC market
selinz   4/21/2013 7:02:33 PM
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Interestingly, I don't yet know 1 person with Windows 8. No compelling reason to "upgrade" apparently...

resistion
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re: Intel's Q1 profit tumbles on weak PC market
resistion   4/22/2013 11:28:12 AM
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One big software company has its employees use win 8.

resistion
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re: Intel's Q1 profit tumbles on weak PC market
resistion   4/22/2013 11:30:40 AM
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Could Intel be a victim of the cloud? Since that means less computing power owned per person.

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