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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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