Originally Posted by OVERKILL
I couldn't handle that computer reading voice.
I have serious doubts that Intel is going anywhere. There seems to be a ton of wild speculation going on there, particularly regarding the direction things are headed and the rate that we are getting there.
for Q1 this year, Intel made $4 billion in NET income, with total revenues of $16.1 billion:
https://www.intc.com/investor-relat...rter-2019-Financial-Results/default.aspx
for Q1 this year, AMD made $16 million in NET income, with total revenues of $1.27 billion:
http://ir.amd.com/news-releases/new...rts-first-quarter-2019-financial-results
For Q1 this year, NVidia made $500 million in NET income, with total revenues of $2.21 billion:
https://nvidianews.nvidia.com/news/...sults-for-fourth-quarter-and-fiscal-2019
A few things to glean from this:
- In the CPU and desktop GPU market, Intel is still the leader by a massive margin
- While Intel's revenues were flat quarter-to-quarter, NVidia, which the video claims, is going the direction Intel should be heading, had revenues drop 24%.
- Having a combined CPU/GPU business hasn't appeared to help AMD "catch" Intel, with NVidia's GPU-only business making more money.
- Intel's investment in R&D at $4.9 billion, is 4x AMD's total revenue and 2x NVidia's. I think it's a pretty shaky assumption to believe that Intel's close to $5 billion R&D budget isn't going to yield success going forward.
If we want to slide-in some results from the Mobile market and look at Qualcomm:
- for Q1 this year, Qualcomm lost $1.1 billion in NET income, with total revenues of $4.8 billion:
https://investor.qualcomm.com/static-files/3da55f81-600e-473c-9c1a-dadf30712ace
As I said, I doubt Intel is going anywhere.
I agree.
For comparison: Net income to Total Revenue ratio:
Intel is almost 25% and AMD is only 1.26%
Intel can acquired both AMD and NVidia if they want to and the government allow it.
AMD owned ATI which is a competition to NVidia.
AMD still a lot smaller than NVidia.
You judge????