Intel Q213 Results

[blackened23]

Very much so. You look at Qualcomm, they have more cash on hand than Intel, they have no debt, they generate more cash every quarter after capex than Intel.

You're pretty much wrong on every account here. Revenue is not profit. Revenue is in fact posted as pre-expenditures on quarterly statements.

 

[AnandThenMan]

They can make this happen and will - their new CEO has stated as such. .

Oh well that settles it then, a CEO said something will happen, 100% assurance.

 

[shady28]

You're right. We're in a new era defined by efficiency and I think intel will do just fine there - look at how intel delivered with Haswell ULV in that respect. If Haswell is any indication, Bay Trail will be everything intel claims it to be. That's the thing about intel. They deliver on promises while ARMH boasts about unreleased products from 2015 through marketing spin and powerpoint slides. Rather than fighting battles through the press, intel just delivers the goods. I expect nothing less with Bay Trail.

This is still wrong.

We are in an era defined by competition among licensees using a common base architecture (ARM) on a licensed operating system (Android).

Intel at one time played this market (see StrongARM), but decided to pack its toys up and try to maintain it's kingdom. It's failing.

 

[jpiniero]

They've already accepted that fact and are committed to the sub-200$ market, and have stated as such many times over the past year. They're also determined to do yearly and possibly twice yearly updates to their high efficiency architectures (eg Bay Trail). They can make this happen and will - their new CEO has stated as such. Personally I find nothing of value in the sub 200$ market. It is dominated by trashy android tablets that are worthless. That is my own opinion, though.

Except I am skeptical that these Bay Trail tablets are going to be competitive with something like the refreshed Nexus 7 - 1080p screen, plenty of memory, etc.

Intel needs to use their fab advantage to get the chips small enough that they can continue to make a decent margin as ASPs fall. If they can't, then they have real problems. You can only cannibalize AMD for so long.

 

[shady28]

Except I am skeptical that these Bay Trail tablets are going to be competitive with something like the refreshed Nexus 7 - 1080p screen, plenty of memory, etc.

Intel needs to use their fab advantage to get the chips small enough that they can continue to make a decent margin as ASPs fall. If they can't, then they have real problems. You can only cannibalize AMD for so long.

As negative as I am on Intel's longer term and broader market prospects -

I compared a Tegra 3 based Surface RT to a CedarTrail Windows 8 tablet side by side. I just launched about 8 apps and maybe a dozen websites. Where I saw a difference, I repeated the test.

Not very formal, but I found that in maybe 80% of the cases there was no perceptible difference.

In the other cases the difference was quite noticeable and favored Cedar Trail.

Specifically, try launching the default NASDAQ stock ticker on one vs the other, and try Netflix. These are usually on the start screen on Win 8.

 

[blackened23]

Intel needs to use their fab advantage to get the chips small enough that they can continue to make a decent margin as ASPs fall. If they can't, then they have real problems. You can only cannibalize AMD for so long.

Uh, that's exactly what they're doing? They're going to use their latest processes for the low power line henceforth. Bay trail is 22nm, and the successor in 2014 will be 14nm as will Broadwell for high performance.

Intel is basically going all in with their mobile SKUs.....If intel is being genuine with their statement that they will compete on price, their lithography processes are lightyears ahead of the competition - TSMC is still not using FinFET or double patterning from what I recall, while intel is. Those investments cost billions, and TSMC still doesn't have it - With that in mind, around 2014 intel will have a sizable lead if they stay the course and maintain their commitment to competing on price in addition to performance IMHO. And this will in turn force the likes of Qualcomm to innovate even further.....which wouldn't necessarily be a bad thing. Competition is a good thing.

 

[StrangerGuy]

You still don't get it, don't you? Process advantage is not a magic bullet to market success. If they "merely" had the same process node as AMD back in the PC dominated they would still come out of every bit as successful in those days because everyone back then still demanded x86 chips. Not the case anymore.

Besides this is only the technical aspects of things, there is still the business side. Don't forget Intel has a historically nasty reputation of abusing their own PC partners (RDRAM fiasco, SB chipset bug, trying to strongarm Taiwanese from making AMD mobos) and who is to say Intel would be any more benevolent if they managed to get a foothold. Nobody sane except Intel oldtime PC partners would want to get locked in to bet their lifeline on Intel even if Intel had a better SoC.

 

[nonworkingrich]

Currently the mobile guys like Qualcomm, Samsung et al. have a party. And who would want a big [damn] annoying gorilla at his party or even invite that beast?
For PC, the party seems over. The gorilla can go home.

No profanity in the tech forums, even (badly) censored profanity
-ViRGE

 

[galego]

Is this is the beginning of the end for Intel? Or will Intel will survive as a new VIA?

 

[blackened23]

Is this is the beginning of the end for Intel? Or will Intel will survive as a new VIA?

LOL

Is this guy for real or what?

 

[frozentundra123456]

LOL

Is this guy for real or what?

Well, just to bring this and the amd results thread into perspective, Intel made 2 billion, (not million, billion), while amd made less than zero, so I am sure amd is soon going to gain market dominance and relegate Intel to via like status.

 

[galego]

LOL

Is this guy for real or what?

Which is then the answer to my pair of questions? Yes? No? Maybe? Idon'tknow?

Well, just to bring this and the amd results thread into perspective, Intel made 2 billion, (not million, billion), while amd made less than zero, so I am sure amd is soon going to gain market dominance and relegate Intel to via like status.

LOL

 

[blackened23]

Which is then the answer to my pair of questions? Yes? No? Maybe? Idon'tknow?

I'll pass on answering your obvious troll bait.

 

[CHADBOGA]

Is this is the beginning of the end for Intel? Or will Intel will survive as a new VIA?

 

[CHADBOGA]

LOL

Is this guy for real or what?

Tends to be how he reacts to Intel taking ever more marketshare away from AMD.

 

[galego]

I'll pass on answering your obvious troll bait.

What is obvious is your insult :whiste:

Tends to be how he reacts to Intel taking ever more marketshare away from AMD.

This is a thread about Intel. We are discussing Intel poor results. If you are interested in an AMD vs Intel war go away. :whiste:

 

[rgallant]

Currently the mobile guys like Qualcomm, Samsung et al. have a party. And who would want a big [damn] annoying gorilla at his party or even invite that beast?
For PC, the party seems over. The gorilla can go home.

No profanity in the tech forums, even (badly) censored profanity
-interesting
but what if
-ViRGE

interesting
just saying
-what if intel paid the fee to make arm chips then set about flooding the market with 14 nm chips on the their best process in 2014 ,2 years before any one else ? who do you think would be going home.

 

[CHADBOGA]

This is a thread about Intel. We are discussing Intel poor results. If you are interested in an AMD vs Intel war go away. :whiste:

Intel's results for the Qtr, included taking away marketshare from AMD.

There is no getting away from this fact, no matter how painful that is to some people. :biggrin:

 

[blackened23]

If making 2 billion in profit is a poor result, cheers to many more quarters of poor results for intel. Must be rough, man. I just don't know how intel toughs it out these days, being on the verge of bankruptcy with 2 billion+ per quarter for the war chest. I suppose Bryan Kraznich will only be able to buy 17 personal jets this year instead of 18. Rough, I tell you, rough.

 

[galego]

Intel's results for the Qtr, included taking away marketshare from AMD.

There is no getting away from this fact, no matter how painful that is to some people. :biggrin:

There is no problem about facts and data. For instance Intel results are poor than analysts waited, whereas AMD results are better than analysts waited. And whereas AMD will increase revenue and share Intel will continue in pain.

[redacted]

Thread crapping and moderator callouts will not be tolerated
-ViRGE

 

[krumme]

interesting
just saying
-what if intel paid the fee to make arm chips then set about flooding the market with 14 nm chips on the their best process in 2014 ,2 years before any one else ? who do you think would be going home.

Not that different.
Apple and Samsung major business is selling phones. They will protect that profit and that includes in particular avoiding denpendancy of suppliers.
They have worked hard to gain monopoly like situations on their markets, and they dont want anyone gaining monopoly like situations suplying them and thereby exployding - leeching - their monopoly

Business and competion handling in essence. We learn and train the best business minds to build monopolies.

 

[StrangerGuy]

Not that different.
Apple and Samsung major business is selling phones. They will protect that profit and that includes in particular avoiding denpendancy of suppliers.
They have worked hard to gain monopoly like situations on their markets, and they dont want anyone gaining monopoly like situations suplying them and thereby exployding - leeching - their monopoly

Business and competion handling in essence. We learn and train the best business minds to build monopolies.

Even Asus has went full blown ARM for their mobile stuff while tossing the scraps for Atom. For a company that practically lives and dies by Intel that really shows how much love they show for their masters.

 

[Arachnotronic]

Even Asus has went full blown ARM for their mobile stuff while tossing the scraps for Atom. For a company that practically lives and dies by Intel that really shows how much love they show for their masters.

Why wouldn't they? Right now, Krait based SoCs as well as Cortex A15 based chips are simply better than what we have with the 32nm Atom. It would be wise to wait until Bay Trail shows up to see whether ASUS and the like have ditched Intel completely.

In this space, there's only room for winners. The 32nm Atom is not a winner, and as a result did not win much in the way of Android designs. If the 22nm Atom doesn't exhibit perf/watt leadership, then it too will not win. It's that simple.

 

[sontin]

It's out of question that Asus will use Baytrail. They have a few Clovertrail tablets on the market and announced a Clovertrail+ device at Computex. Intel's problem is that they are to late with Baytrail.

 

[LegSWAT]

interesting
just saying
-what if intel paid the fee to make arm chips then set about flooding the market with 14 nm chips on the their best process in 2014 ,2 years before any one else ? who do you think would be going home.

- what if
those 14nm chips were 3 times more expensive per transistor than standard 28nm dice on low-power process, and only 50% more energy-efficient? What if production were bound to most ridiculous contractual constraints?