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Re: wthdik2 post# 131050

Tuesday, 03/04/2014 12:00:51 PM

Tuesday, March 04, 2014 12:00:51 PM

Post# of 151692

but they may want to consider bringing down the margins on their own before it is forced upon them...



Intel sells an Avoton for $171 for the very top bin. http://files.shareholder.com/downloads/INTC/2996877561x0x729216/945B1178-799D-45F9-AE64-6035D0810D03/Mar_03_14_Recommended_Customer_Price_List..pdf

I think in volume, Intel sells 'em for $100 per, which is pretty cheap for that kind of computing power. Intel's moat is in the fact that its leading edge fabs are essentially paid for by Core/Pentium/Celeron (and soon Atom for phones/tablets), so the server stuff enjoys pretty extreme margins.

No other company playing in servers today can offer that advantage, and I doubt Samsung's micro-server attempts will be a serious problem for Intel (process disadvantage, x86 incumbency, etc.).
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