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That's cool - but I have no ideal what you are doing with a computer and ham radio or RF simulation? sounds interesting
Wow- lots of power. That would make a great media machine. Most of my pc's run 70-80% working in media.
Hey what happened to good-enuff?
Intel: Haswell Rumors Debunked -- Great article with teeth.
http://seekingalpha.com/article/1315671-intel-haswell-rumors-debunked?source=yahoo
OT Older Folks- I just read where:
Marijuana remains the largest cash crop in America despite law enforcement spending an estimated $20 billion annually to pursue efforts to outlaw the plant. Recent studies have shown that marijuana exceeds the combined value of corn ($23.3 billion) and wheat ($7.5 billion).
http://en.wikipedia.org/wiki/Cash_crop
Its a strategic move, they must become more strategic and measurable by these moves. Its the only way the architecture survives. imo
I believe GS would short the US Government to make a buck if they knew how- oh wait they do know how.
I think you may mean-We believe that Covello sucks?
Good News-Goldman Leads Decline as Wall Street Commodity Revenues Plummet
http://www.cnbc.com/id/100541469
pretty much a religious argument -- GS "We believe that Intel .....
I don't know what the split is between manufacturing and architecture but I assume there more(people) in manufacturing. And most of the CapEx R&D is there. At this point x86 could become another customer.
Why pay you strongest competitor's R&D and CapEx tab? Does that sound better?
Especially when they are slaying you.
Looking forward is a much clearer view than the rear view mirror.
So you think Apple will be singing, Got 20 dollars in my pocket, Popped this chip at the thrift shop down the road, this is AWESOME.
Interesting
I think Intel and MS are both playing catch-up to the market.
Software is a bigger commodity than hardware so MS has more challengers, but they have a maintenance base that should keep them going. Which is the main reason that Windows 8 is missing the mark.
On the Intel side, performance is on their side. Every ARM system is underpowered - at least when compared to a 'PC'. So whenever they get this lined up it should go pretty well. But its a bumpy ride for the stock.
About Balmer, I don't know that executives in tech really mater that much. But, he is not considered 'cool' to the mobile market.
JMO
At this rate they will offer a $15 coupon for Windows 7.
As far as excitement goes, I don't find anything exciting in the computer world.
Touch adds a little, really handy for dedicated apps though, especially driving.
Phone pictures always look like it.
Social media - don't care where you are or what the food looks like, good for keeping up with the kids though.
Trying to fit a big app on a small screen- lacking the details.
Being only mobile is too limited.
I still like a lightweight clam shell. Media system for the TV. A cool auto radio/nav/dvd and a big screen TV.
Guess I'm still waiting - at my age that is a dangerous position.
I'd like to hear what anyone has that is exciting.
Good question. Sorry, but I don't have the answer.
It seems to me what you ask for is impossible. Not to nit pick but ARM makes no chips (I KNOW YOU KNOW THAT:) ).
To me the challenge for Intel is the TI's, Samsung's, Qualcom etc... They have to compete with these guys who use ARM as a sub-product in their markets.
That makes the whole ARM thing a much more difficult task. Trying to get a semi buy for a semi seems a bit strange. Or Intel has to go directly to those other markets.
It is not the same as fighting AMD for the same market at HP,Dell...
I'll take a stab at this too. And its only a stab.
What you say about Intel could do is true. What they say about ARM could do is true. Either way. Intel is the horse we have a bet on though.
Historically ARM has won the race. That is where the market is betting. Intel is still the long shot for this class of race.
As a business Intel will need to become more efficient to address a larger portion of the market.
yolo-you only live once?
also from there- but we do find it interesting that Intel is the only company eager to illustrate the power of its designs in a lab setting.
Based on that MS should stay out of the hardware biz.
A good bet might be to short ARM. PE of 80 way out of line for this market. I don't see any company wanting to buy it. No money in their products.
Hey its ARM you have to be careful where you tread :)
What happens if they do lower the gross margin? Give it another sell rating? Lower the P/E to the worlds lowest? it's stupid
It's the same as telling GM not to make fuel efficient cars because Pick-ups are the highest margins. Very lame
Two problems still make "low power" atoms an issue for Intel.
1-Proprieary systems (big players Apple Samsung)
2-low processor value
Seems it would be more profitable to just do contract manufacturing. This is a market more akin to gadgets not computer systems which need tailoring for a specific user application.
Thank You, I appreciate the answer.
OT Chipguy, I was curious on the license of ARM. Is it possible to use only a portion of the architecture with out a full implementation? For example a design only wants a particular sub system of the chip e.g. memory i/o. Or does the license require a full implementation e.g. A8.
Thanks
On the Intel side I think it's a good thing they promoted Renee James. MS did give Intel the finger which hurts both companies. Not sure why the disconnect. But hopefully Intel gets in sync with the software industry providing some air for the hardware guys.
One other data point-build a tablet and they will come
I suppose that if you could dual boot win7, then you could just upgrade the one copy.
I do know that when windows 8 crashes and won't boot your only recovery is back to windows 7. Hope that helps.
Win 8 is a like installing a foreign os on you system. Not much in the way of migration and most of it appears to be intentional.
Andy Grove was a great leader for Intel at the time. He was also a good person, as long you were not bs'n.
He established Intel as a brand and fought many battles with popular architectures at the time. He also changed the industry from "closed" to "open" systems. He was very driven and expected the company to move at a fast smart pace and to innovate.
Who knows what he would do today?
I think you have Grove on a pedestal, all the products(skeletons in the closet) list previously were during Grove's tenure.
I'm not sure, but it is pretty standard for Intel to change the head at a certain age. I think the first hint was when the second in line decided to retire as well.
Intel CEO Paul Otellini to Retire in May
http://allthingsd.com/20121119/intel-ceo-paul-otellini-to-retire-in-may/
The ship is unsinkable :)
WBMW "I am very bullish at this point. We're at the inflection point."
I am bullish you are on this board.:)
Not a bad way to put it. I think you have to consider the cost of a state-of-art fab before you can assume that Intel has no chance. I don't know the cost, but you could assume well over 4 billion every 2-3 years.
Most contract manufacturing is below the need for such technology. Intel is the only company that is able to spread the cost among product lines mixes.
But as of today, Intel's offering is absent. So its hard to tell how this plays out in 2013.