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Unkwn

10/02/14 10:24 AM

#136885 RE: fastpathguru #136884

Be happy Intel got chips out there, and their foot in the OEM's doors... But don't cheer about pretend revenue...


Yep, you got it. It's about getting a foot into the ecosystem. Intel's tablet share is necessary to get a broader support by the OEM's and app developers for Android. Once Intel is able to deliver a better product than the ARM competition (price vs. performance vs. features), which I think they will soon, whereas you think they won't, they'll have all connections ready needed to flood the market. That's what they are after and we all know that. We'll see if Intel succeeds this way but frankly, I don't care about those billions flushed down the toilet (as you might call it) when Intel finally succeeds here. The actual prize to win is smartphones, not tablets (but tablets are good to keep ARM out of the PC business, which Bay Trail nicely did).

Elmer Phud

10/02/14 11:13 AM

#136890 RE: fastpathguru #136884

fpg

They "have to" do it because apparently, they couldn't sell the chips without doing so

Well obviously they will capture major market share simply by offering a competitive price. After all, Parts is Parts so if they don't capture major share then that's proof of coercion on ARM's part.



wbmw

10/02/14 11:18 AM

#136891 RE: fastpathguru #136884

Fpg, let me get this straight. Your theory is that Intel's contra-revenue payment is more like a cash incentive to accept a less compelling product, and in spite of having explained the BOM issue multiple times to you, you insist that there is some other aspect that's uncompetitive - but you won't go out on a limb to say where Intel is deficient.

I tend to call that FUD. You make up a problem, without direct proof, and instead of pointing to any kind of smoking gun (such as a review showing poor performance or short battery life), you use ad hom attacks on people who question your lack of direct correlation (I.e. telling me that I'm too naive to recognize the problem that you yourself can't seem to clearly articulate).

It's utterly shameful that you would write numerous posts vigorously defending a position that you've not even once logically articulated. It's all hearsay and speculation. If I were to agree with you, I'd have to accept that for no other rational reason, the OEM's just don't like Intel, but would be willing to commit a design win if Intel cuts them a check off the side.

Of course, just saying it out loud sounds ridiculous. This OEM would have to be a little crazy to build the design, if there are more competitive SoC's to choose from. If I'm to accept your notion that Intel can't compete of their own merit - but they can compete with a $10 or $15 subsidy - then you'd have to do a lot better at finding the smoking gun, or rather the aspect of Intel's design that makes it so unappealing that they'd have to undersell even Mediatek and Allwinner to get the design.

Otherwise, you're just blowing hot air.

Tenchu

10/02/14 2:55 PM

#136894 RE: fastpathguru #136884

FPG, now you're going into the weeds ...

But don't cheer about pretend revenue...



That's not "pretend revenue," that's actual revenue that proves there is a market for Intel-based mobile devices.

Do you honestly believe Intel's revenue share would be exactly the same if they hadn't been subsidizing OEMs?



Once again, these are NOT "subsidies."

Intel will charge whatever it needs to in order to maximize revenues and/or unit volumes.

The hope is that eventually, both the market will grow and Intel can reduce costs to the point where the business is profitable.

But no one would argue that selling anything at a loss is a "subsidy." You're still stuck in the antitrust line of thinking.

Tenchusatsu