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joshxdr
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re: Intel's Q1 profit tumbles on weak PC market
joshxdr   4/17/2013 4:49:23 PM
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I feel that this is an inflection point for both Intel and Microsoft. The will either adapt like IBM did, or get destroyed like Kodak. Intel has a very high cost business model that can only be supported by high-ASP parts. The ARM-based SOCs being producted by Samsung and Nvidia have tiny ASP compared to x86 CPUs. Even if Intel destroys the competition in this arena, it would be a pyrric victory, since they would lose money on each chip.

geekmaster
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re: Intel's Q1 profit tumbles on weak PC market
geekmaster   4/17/2013 4:15:39 PM
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I expected Q1 to be a slow season. This shouldn't be a big surprise. Q1 is historically a slow season. But with current trend such as smart phones and tablets, PC sales may continue to be a big problem. How will Intel be able to counteract? Will offering more foundry service be a solution for Intel?

Jim S1898
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re: Intel's Q1 profit tumbles on weak PC market
Jim S1898   4/17/2013 4:07:35 PM
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The only good news out of this piece is the projection of $600 Ultrabooks price point. Hopefully the adaptation of the ultrabooks will give the pcmarket a boost and in some way create the level of demand that will drive the job creation badly needed during these times.

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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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