>> Just like Dell has always been Intel's primary platform sales channel, now, Dell can become Intel's primary server and SaaS provider.
Absolutely, there is that correlation. When Dell struggles, Intel does also. Watch out for a battle for the sole of computing as Intel and Dell go to get people back to PCs and laptops from mobile. Not sure how that will work but since mobile is gone with Apple and Google, they need to find ways to get attention back to their cores
I think Intel surprized the world by demonstrating a working Broadwell PC using its 14-nanometer process, plus promising to start shipping to customers by year's end. Globalfoundries and Samsung are promising 14 nm by the end of the year, but TSMC likely won't reach its next node--which it calls 16 nm--until 2014.
Intel has been a leader when it comes to building new fabs and processes. They have the cash ad capacity to do that than anyone. The big question I always have howw other companies like AMD etc still exist in a world Intel dominates at least in the laptop and PC era.
@Rick, I do not think there is much correlatio betwen 14nm and notebook market. The people that use these systems do not truly care the feature size or the size of the transistors used. I guess the transition is structural owing to the way people work
@Goafrit: Thanks for the reminder about Dell's machinations.
As for Broadwell, you are right. Krzanich said nothinhg about the impact of the 14nm SoC for notebooks, nor did he say anything about the specifics of Broadwell (I suspect they will save it for IDF14)
The point was they have working 14nm products that will start sampling this year. In that way Intel is a year ahead of any competition. Wheteher their designewrs can make use of those transistors to reignite notebook sales and etc remains to be seen.
>> Wheteher their designewrs can make use of those transistors to reignite notebook sales and etc remains to be seen.
Good point - I notice that laptops are more becoming more expensive. I got one cheap AMD laptop in 2007 for $300. Today, it is hard to get anything decent below $400. Is Moore's Law not working for laptops?