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DMcCunney
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CEO
Re: zero sum game
DMcCunney   7/20/2013 9:50:50 AM
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Virtualization certanly is one of the biggest contributors to the fall of sales.

And one going on for some time. Folks running servers want to drop costs, and everyone is realizing server utilizationcould be improved.  If you can make better use of the servers youhave, you don't need to buy new ones as often.  And the more servers ou have, the higher your power bills, and data center power costs are an increasingly large factor.


Gaming is used to being one of the driving force of an upgrade.

But Intel gets benefit from that only as a side-effect.  For high-end gamers, the video card is for more important than the CPU, and Intel has never neen a leader in that area.  Intel's graphics have historically been poor.


In the meantime, what will Intel do?

What it's doing - hunker down, cut expenses, and wait for a recovery in the market.


DMcCunney
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CEO
Re: zero sum game
DMcCunney   7/20/2013 9:40:11 AM
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I was surprised by the drop in the capex forecast.

I'm not.  This has been happening as long as I've been paying attention.  Intel (and other capital intensive outfits) drop capex when there is a drop in sales/revenue/profit.  Capex is an expense, and when your numbers are off you look to cut expenses.  When things improve, you boost them again.


We don't know what Intel's priorities are, so we can't know precisely which projects are affected, but I suspect Intel has a methodology for determining what efforts get reduced/dropped when they feel they need to make cuts.

 

Peter Clarke
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Re: zero sum game
Peter Clarke   7/20/2013 5:39:50 AM
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Better to just have separate data for entry-level phones, feature phones, smartphones, tablet computers and notebook computers.

Then individusals can read and interpret the data; adding groups together as it makes sense to them.

Peter Clarke
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Re: zero sum game
Peter Clarke   7/20/2013 5:29:35 AM
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On the other hand it is quite reasonable and meaningful to divide the sectors.

One is dominated by Wintel and seems to be on the retreat. 

 

The mobile device sector is more open although Apple, Google, Android, ARM, Linux, Samsung, Qualcomm and more besides are prominent and successful there 

mcgrathdylan
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Re: Intel's choice
mcgrathdylan   7/19/2013 6:56:21 PM
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OK, good point. Atom hasn't caught up to ARM, and you would have to chalk that up to design. You are correct.

chipmonk0
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CEO
Re: Intel's choice
chipmonk0   7/19/2013 6:53:53 PM
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has n't that been very clear for 3 or 4 years now ? why else aren't Atoms selling against ARM ?

mcgrathdylan
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Blogger
Re: Intel's choice
mcgrathdylan   7/19/2013 6:32:09 PM
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You really think Intel has fallen behind on its design? I thought the choice of Krzanich was the safe choice. And no matter what, Intel needs to protect its process technology crown jewel.

mcgrathdylan
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Re: Intel Guidance
mcgrathdylan   7/19/2013 6:29:22 PM
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Wow, that's a scary thought Bill. When you put it that way, it does seem awfully optimistic. I hope Intel is not setting itself up for the dreaded "earnings miss."

mcgrathdylan
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Blogger
Re: Not much sympathy
mcgrathdylan   7/19/2013 6:22:03 PM
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Great point Daleste. It's funny how the market works sometimes. Intel's stock price took a hit after this. They made $2 billion. That's not chump change.

mcgrathdylan
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Blogger
Re: zero sum game
mcgrathdylan   7/19/2013 6:20:07 PM
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Come to think of it, it might actually make more sense to lump tablets in with traditional PCs in terms of forecasting. Obviously, PCs tend to cost more (though not that much in some cases- I know you can get a laptop for less money than a top of the line iPad). But PC margins are razor thin. I'm sure tablet margins are too. I would think the semiconductor content is similar, right?

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