Replies to post #126906 on Intel Corp (INTC)

[This Causes an Error]

The problem Intel faces in mobile isn't money but the rate of
change of the market. It is still in flux and nobody can predict
where the sweet spot of the next generation silicon is in terms
of features vs perf vs cost vs power. The ARM collective is
throwing dozens of darts all around the board while Intel can
only throw one or two. The odds are that at least one of the
ARM darts will be closer than Intel's when the market sweet
spot reveals itself. Keep in mind that this also means most of
the ARM players miss at least as much as Intel. But the market
will mature and become slower moving and more predictable.
This will favor Intel's slow to market but intensely engineered
product development over the throw shit quickly together and
see if if this recipe sticks to the wall approach of most ARM
licensees.

The only ARM players doing well are Qualcomm and MediaTek. These two players time and again get to market first with products that sweep the designs.

[spaarky]

When Intel got serious about attacking the server market in the
early 90s it faced incumbents who collectively had far more $$$.
The key advantage of Intel was its cash was concentrated while
that of all its competitors was diluted over many overlapping
and redundant development efforts. Sound familiar?

Chipguy - time for someone to thank you for continuing to post here. You provide a historical perspective and analysis that is critically important to INTC investors.

-=spaark=-