Replies to post #125201 on Intel Corp (INTC)

[Dmcq]

re: X86 is now set to die at the hands of Intel itself.

X86 isn't going to die, it just isn't the most suitable architecture to put into a pill one swallows. If Intel had its eye on the ball some years ago it would have developed a small clean architecture of its own, but even using ARM would just be a pinprick in royalties which pays for things Intel would have had to do for itself otherwise anyway. That's why people use ip houses.

[chipguy]

X86 is now set to die at the hands of Intel itself. Very sad.

Huh? Over-react much?

Maybe Intel is taking a page from MS's old play book - embrace
and extend. ;-)

[wbmw]

X86 is now set to die at the hands of Intel itself. Very sad.

That's a very, "This world is only big enough for one of us," kind of mentality.

If, conversely, you thought that x86 would be death to ARM architecture, or somehow mortally wound them with share gains in mobile devices, then shame on you for that as well. ARM has a very diversified portfolio of devices that come with individual licenses in the billions. There's no way that ARM would fall by the wayside as an architecture in the first place. The only interesting question for investors would have been who would have a dominate share in the smartphone and tablet segments, because Intel's gains here would subtract from ARM's highest revenue-per-device segments.

Intel's move IMO is very pragmatic, and balances margin and revenue goals against MSS gains. If Intel had intended to hand the smartphone and tablet markets to ARM, they wouldn't have put *no less than SIX* new phone and tablet SOCs on their roadmap.

Saying that x86 has just been set to die by Intel is a silly over-reaction to the news.

[mmoy]

I don't follow ARM but I do follow QCOM and it's doing very, very well. Great chart. I don't hold any Intel shares - too many variables for me over the last year outside of the quick trade. I do hold a boatload of NASDAQ index shares though so all of these companies affect me.

There are some companies that I invest in and some that I trade. Intel was too complex for me this past year for me to invest.

I think that x86 has a good future ahead - but it has some up-and-coming competition. That's easy for me to say as I'm not holding shares directly.