Alan81, appreciate your response and time.
> The software moat for Intel went away a while ago. Now they need to
> compete on power, performance, price, and brand. In the last couple of
> years they are not doing so well there, but there are many new
> products in the pipeline that may (or may not) correct things.
(1) When you say "software moat", are you referring to its previously captive Windows market? Though Qualcomm has been trying to penetrate this space, it looks like Intel and AMD have been able to keep them at bay.
(2) Do you see any moats threatened in the server market? Especially with regard to Gravitron, the new rumor of Microsoft/Azure venturing out to make their own server CPUs, etc.
(3) Which pipeline Intel products can possibly correct things? And why might they fail?
> Given the breadth of their technical team, they need to generate
> specialized high performance products for the high volume market
> segments. An example of this is the 10nm snow ridge 5G server that
> has been shipping for about a year now.
Guess the key questions are:
(1) How many specialized high performance products do they need to
develop to overcome possible commoditization and lower prices for
laptop, desktop and even some server market CPUs?
(2) How much commoditization and lower prices can we expect - 10%, 25%,
40%, 50%...?
(3) Does Intel have a pipeline of products to make up for (2) above?
> I think some people figured out the AMD problem... down 4.5% while the
> Nas is up 1.5%. It was just a delayed reaction.
AMD has run up so much, my guess is that this impact may continue for some time till it comes back to realistic levels.
> I struggle with the CEO question. In the old days Intel had a laser
> focus, but this resulted in the inability to enter new markets and
> cost them dearly. It resulted in the failure to enter the cell phone
> market and the GPU market. In the new Intel they are more successful
> entering new markets, but their execution is much worse. Now that
> they have solved the culture problems that inhibited the ability to
> grow, they need to get back to a CEO that can drive execution.
Guess Intel needs someone who has both the vision to overcome the "thousand cuts" and the ability to execute the vision. Dr. Lisa Su has proved her mettle at AMD overcoming huge obstacles over the last few years, perhaps she can be enticed to do the same at Intel. :)
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