Replies to post #148551 on Intel Corp (INTC)

[themYokes]

The simple fact is, the only people making money off AMD are GloFo. Every penny of profit is being sucked up by the fabrication costs of a 3rd party. Now it has to be apparent to anyone that you have to be an IDM in this PC/Server game to make the cash (60+% margin). Unfortunately for Global AMD don't provide enough leading edge capacity so all AMD profit goes to waste and gets burned on a desperate bid by Global to get to 7nm in a realistic timeframe.

Bottom line they are both Fooked :)

Hows that pre market looking AMD fans ....

[morrowinder]

TCE: there you go using facts again :)

I kind of think AMD had a better quarter than I was expecting. But they were pounded in much of the rest of their business because they are a number 2 value brand. They wound up with the perfect storm to get a massive amount of good PR for the new CPU architecture from the fact that the press was dying to have something new to write about and an actual competitive alternative to Intel. I think the hype storm tapped in to pent up demand for a decent AMD part. But I don't see the same tail winds going forward. Kaby LakeX and SkylakeX should seriously deflate the hype. Intel screwed up by over extending broadwellX's life cycle and even though KabyLake is a very solid part, the lack of improvement in IPC irritated some reviewers(HARDOCP was a text book case of that). But KabyLake is still better than Ryzen by a pretty significant amount for gamers and most users. AMD isn't in as good a position as they were in the Athlon days because they have no fabs and their costs are higher. And like it or not, Intel still has the Intel inside program intact so I can seriously hear the anti-trust whining coming. If they force 6 and 8 core skus into retail, they will have to seriously lower their prices and pay significantly more per chip than intel. I think what will happen is they will get a bit better ASPs than the A9 garbage or whatever the current skus are when they finally have an integrated part but essentially the same design wins they already have with HP and Dell and the other oems. Nothing is new under the sun...