Replies to post #23523 on Intel Corp (INTC)

[tecate]

I don't think Intel will have to fight to hold their dominance in the mobile market, face it even the inquirer said they would :)

That's still enough to show up as a meaningful incremental expense (and reduction in profits), next year.

Can you post a pointer to this happening before? or are you just daydreaming ??

and the continuning "trench warfare" in desktops, workstations, and servers, Intel will have to work hard to avoid a very visible profit drop next year.

and AMD will also :)

[alan81]

Some INTC numbers...
Dan was wondering what $2.5B marketing expense would do to INTC earnings...
Last 12 months INTC MG&A was about $5.3B. INTC profit was about $8B. Assume first half is for the mobile and media "Core" and "ViiV" launch and then second half is for the desktop Pentium/Celeron replacement. This means about half the MG&A budget could go for the new campaign. Even if only a quarter does and they need another $1B from "profits" to cover it that is only about a 10% hit to profits versus ttm. Growth next year had better be at least this number for the stock to appreciate at all anyway.
--Alan

[chipguy]

Between fighting to hold on to their dominance in the mobile market (which they'll do, no doubt, but at the cost of modestly lower ASPS) and the continuning "trench warfare" in desktops, workstations, and servers, Intel will have to work hard to avoid a very visible profit drop next year.

Reminds me how 'droids questioned the $300m Intel spent
on Centrino marketing in the months after the brand launch.

[Maui]

"Intel will have to work hard to avoid a very visible profit drop next year."

Maybe, though unlikely, unless the global and semi economy slows dramatically.

If you were in charge of Intel, how would you run the show instead? Not platformize and change focus away from mainly CPUs manufacturing? and Not alter the marketing strategy?

Maui.