Breaking News
Comments
Newest First | Oldest First | Threaded View
pixies
User Rank
Rookie
re: Intel weakness not just about HDDs, says Nomura
pixies   12/17/2011 5:14:18 PM
NO RATINGS
On the long run the Moore's law will come to an end in the next ten years so Intel needs to adapt and diversify quickly before it is too late.

DrQuine
User Rank
CEO
re: Intel weakness not just about HDDs, says Nomura
DrQuine   12/15/2011 12:35:21 PM
NO RATINGS
Nothing exciting is happening in the laptop / desktop computer space. People are content to keep their old devices. The hot sales (and interest in buying the newest technology releases) are for SmartPhones and iPads. That doesn't help Intel.

daleste
User Rank
CEO
re: Intel weakness not just about HDDs, says Nomura
daleste   12/15/2011 12:55:27 AM
NO RATINGS
I think the market will boil down to two camps. The home user is fine with a tablet and seldom needs more power since it is used for email, bill paying and just web browsing. Entertainment and movies are on the web enbabled TV. The other camp is the business user. They still need a good laptop and desktop with power for the applications needed in their business. Intel will shrink down to the business camp since the tablet space is ARM.

old account Frank Eory
User Rank
Rookie
re: Intel weakness not just about HDDs, says Nomura
old account Frank Eory   12/14/2011 10:56:58 PM
NO RATINGS
If PCs weren't soft right now, I doubt there would be much discussion about the demise of Intel dominance. As Nomura noted, China is slowing, Europe has been slowing, there is no PC catalyst like a new Windows release, and as masimons noted, no Ivy Bridge just yet. Even without the HDD shortage, some lowering of sales guidance could've been expected. A better question might be what will happen with ultrabooks? Will they take off and put a dent in tablet sales and/or traditional laptop sales, or will they bill stillborn like the netbook?

masimons
User Rank
Rookie
re: Intel weakness not just about HDDs, says Nomura
masimons   12/14/2011 7:54:05 PM
NO RATINGS
Intel also pumped up Ivy Bridge for the end of the year, then "oops" not til next quarter 2012. People were holding off for it; maybe making do with their smartphones. Wait too long, and people realize the phone might be enough.

goafrit
User Rank
Manager
re: Intel weakness not just about HDDs, says Nomura
goafrit   12/14/2011 7:44:57 PM
NO RATINGS
Is the winding of the Intel dominance? Can we assure that Qualcomm is hurting Intel? What is the future for INTEL investors?

NimrodO0l1
User Rank
Rookie
re: Intel weakness not just about HDDs, says Nomura
NimrodO0l1   12/14/2011 6:52:39 PM
NO RATINGS
Perhaps there is something more fundamental: If your 'market' is not growing quickly, then Moore's Law is your enemy. Every two years, you or your competitors can deliver the same cpu cycles for half the cost. Unless the required CPUs cycles grows by 40-50% a year, your total market has to shrink. We are clearly there in the USA for PC demand. Pads, etc without Microsoft bloatware are not going to have such growth. ARM processors + video accelerators will contain PC growth in the USA and may do so in the rest of the world. In the latter case, there will be a bunch of PC growth that never happens. OTOH, this 'truth' has been 'obvious' for many years and Intel has beaten it up until now. So, it is a definite maybe that Nomura, et al, are finally right. TWT

Robotics Developer
User Rank
Rookie
re: Intel weakness not just about HDDs, says Nomura
Robotics Developer   12/14/2011 6:14:49 PM
NO RATINGS
I am wondering if AMD is having an impact on Intel as well? I have not seen any numbers for AMD but I would be interested to see if AMD's numbers are up, down or holding constant? I agree that ARM is pushing forward and expect that unless Intel gets a low power/cost high performance chip family out they will miss the boat.

docdivakar
User Rank
Manager
re: Intel weakness not just about HDDs, says Nomura
docdivakar   12/14/2011 4:59:28 PM
NO RATINGS
@phoenixdave: on your question, one would expect that to be the case but IDC forecasts for 2012 show a net reduction in server installs. I recently attended Andy Bechtelsheim's (Arista Networks) talk where he expects 60% of the servers sold in 2012 in datacenters and this is not good news for Intel. Faster communication speeds and virtualizations which make cloud computing pervasive and this is not good for Intel in the long run! MP Divakar

phoenixdave
User Rank
Rookie
re: Intel weakness not just about HDDs, says Nomura
phoenixdave   12/14/2011 2:51:00 PM
NO RATINGS
With the decrease in processor-intensive applications brought on by the expanding cloud computing environment, is Intel well positioned to take advantage of this change?



Flash Poll
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Max Maxfield

MSGEQ7-Based DIY Audio Spectrum Analyzer: Testing
Max Maxfield
13 comments
In my previous column on this topic, we discussed the step-by-step construction of the first pass at a MSGEQ7-based DIY audio spectrum analyzer for use in my BADASS Display project. Of ...

Karen Field

June 2014 Cartoon Caption Winner
Karen Field
13 comments
Congratulations to "Wnderer" for submitting the winning caption for our June cartoon, after much heated conversation by our judges, given the plethora of great entries.

Jeremy Cook

Inspection Rejection: Why More Is Less in a Vision System
Jeremy Cook
3 comments
Albert Einstein has been quoted as saying, "Everything should be as simple as possible, but not simpler." I would never claim to have his level of insight -- or such an awesome head of ...

Jeremy Cook

Machine Fixes That Made Me Go 'DUH!'
Jeremy Cook
21 comments
As you can see in my bio at the end of this article, I work as a manufacturing engineer. One of my favorite things that happens on a Friday late in the afternoon is to hear my phone ring ...

Top Comments of the Week
Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)