Replies to post #98585 on Intel Corp (INTC)

[inex]

Chipguy,

You actually made the point that makes ARM a company that needs to be watched carefully.

Because they charge so little/core, and TSMC/the rest of the foundries have relatively low margins, this could commoditize the processor thus putting pressure on Intel.

ARM concerns me only in 1 of the following 2 cases... Single core ARM performance begins to improve dramatically, or 2, the # of cores per processor begins to grow very rapidly allowing total CPU performance to approach that of Intel.

Otherwise, I completely agree with you...

[smooth2o]

ARM thrives in nascent markets where no one in sure there how
big the market really is and what features are really needed and
which are useless costs. OEMs can try different things with ARM
based SoCs and see what sticks. But if a new market is real
enough, big enough, well defined enough, and where compute
performance is a important differentiator then look out for Intel.

Oh, I think the smart phone market has definitely gotten Intel's attention, don't you? Especially, that it represents the new computing paradigm which is switching from computing as we knew it to social interaction. I wouldn't call even that portion of the market nascent at this point. Maybe emerging. I would guess there are almost more per year ARM smart phone/tablet chips than total x86 notebook/tablet chips...

Smooth