>> 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
>> 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?
@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.
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.