Replies to post #129015 on Intel Corp (INTC)

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The key here may be lower prices and then leveraging the scale and volume of mobile client processors to enable a move into servers to undercut Intel.

Yeah, how many mobile client processors does AMD ship? LOL

Let's not lose sight of the fact that Intel has massive scale with its PCCG (more revenue than the ENTIRE mobile SoC space is worth) and will be seeing significantly more when it continues its march onto phones and tablets.

Oh, and Intel has a manufacturing lead (and in-house manufacturing) to boot ;-)

[wbmw]

This is an interesting slide.

I liked this one too. Especially the part where they put the 8 billion TOTAL ARM processors shipped against the the 13 million *server* x86 units that shipped.

Might have been more appropriate to say:

- Total number of x86 server units shipped: 13 million
- Total number of ARM server units shipped: ~0

[mas]

Interesting only for its generalizing stupidity and inaccuracy. According to that simplistic theory IBM Mainframes should still not exist ;-).

The key here may be lower prices and then leveraging the scale and volume of mobile client processors to enable a move into servers to undercut Intel.

Best of luck trying to undercut Avoton and its derivatives. This is a ~100 sq mm chip that only costs Intel about $10 to make ;-).