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Intel is dead? - Interesting take #5115218
05/25/19 08:35 AM
05/25/19 08:35 AM
Joined: Aug 2008
Posts: 25,017
ON, Canada eh?
StevieC Offline OP
StevieC  Offline OP

Joined: Aug 2008
Posts: 25,017
ON, Canada eh?


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Re: Intel is dead? - Interesting take [Re: StevieC] #5115231
05/25/19 08:56 AM
05/25/19 08:56 AM
Joined: Apr 2018
Posts: 485
US
talest Offline
talest  Offline

Joined: Apr 2018
Posts: 485
US
I really hope Intel not dead. I remember when they made that huge investment in a semiconductor plant.. 25 years ago at this point!

Wintel PCs still rule the roost, ever notice how other processors seem to be flashes in the pan (except maybe for mobile phones now, hmm)

Re: Intel is dead? - Interesting take [Re: StevieC] #5115270
05/25/19 09:47 AM
05/25/19 09:47 AM
Joined: Dec 2015
Posts: 627
Arkansas
mazdamonky Offline
mazdamonky  Offline

Joined: Dec 2015
Posts: 627
Arkansas
I hope they aren't dead, but I hope they get a kick in the butt for being such a horrible company to the competition. They literally defamed, lied, sold unsafe processors, and cheated their way into being the dominant processor company.


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Re: Intel is dead? - Interesting take [Re: StevieC] #5115294
05/25/19 10:26 AM
05/25/19 10:26 AM
Joined: Apr 2008
Posts: 40,167
Ontario, Canada
OVERKILL Offline
OVERKILL  Offline

Joined: Apr 2008
Posts: 40,167
Ontario, Canada
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.


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Re: Intel is dead? - Interesting take [Re: StevieC] #5115297
05/25/19 10:40 AM
05/25/19 10:40 AM
Joined: Aug 2008
Posts: 25,017
ON, Canada eh?
StevieC Offline OP
StevieC  Offline OP

Joined: Aug 2008
Posts: 25,017
ON, Canada eh?
Yeah the voice was terrible but lots of good information in there about possible issues ahead for Intel. No doubt they are massive in comparison to AMD but the bigger they are the bigger they fall and the harder it is to turn the ship around should they need to.

Also with the growth happening overseas in Asia and the trade wars happening between our shores and China this could be ramping up to be disastrous considering some of the points raised in this video about Intel and their future plan in comparison to their competition.

One things is for sure Intel has a lot more in terms of their size to right the ship and hold out should it go this way but lets hope the "Too big to fail" syndrome doesn't claim another victim here like other corporations in the past. grin2


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Re: Intel is dead? - Interesting take [Re: StevieC] #5115333
05/25/19 11:30 AM
05/25/19 11:30 AM
Joined: Feb 2003
Posts: 8,552
Jupiter, Florida
Cujet Offline
Cujet  Offline

Joined: Feb 2003
Posts: 8,552
Jupiter, Florida
I'm not at all sure Intel is dying.

10nm will happen and maybe even 7. However, 5nm may be currently (near future) unreachable, due to quantum tunneling.


People who count on their fingers should maintain a discreet silence.
Re: Intel is dead? - Interesting take [Re: StevieC] #5115365
05/25/19 12:30 PM
05/25/19 12:30 PM
Joined: Mar 2009
Posts: 2,873
Cedarbrae, Ontario
xxch4osxx Offline
xxch4osxx  Offline

Joined: Mar 2009
Posts: 2,873
Cedarbrae, Ontario
I will still remain an AMD customer. Been using their CPU's for years and will continue.


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Re: Intel is dead? - Interesting take [Re: OVERKILL] #5115498
05/25/19 03:21 PM
05/25/19 03:21 PM
Joined: Sep 2007
Posts: 1,235
TX, USA
JMJNet Offline
JMJNet  Offline

Joined: Sep 2007
Posts: 1,235
TX, USA
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????


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Re: Intel is dead? - Interesting take [Re: Cujet] #5115512
05/25/19 03:34 PM
05/25/19 03:34 PM
Joined: Dec 2016
Posts: 9,128
Waco, TX
Linctex Offline
Linctex  Offline

Joined: Dec 2016
Posts: 9,128
Waco, TX
Originally Posted by Cujet
People who count on their fingers should maintain a discreet silence.


Technology has far, far, far, far surpassed any hope of any future "Steve Jobs" type people "building prototypes in their garage".

All new technologies will be created in and administered by major corporations.

Technological entrepreneurs are now extinct.

All of us "'common folk" can only be simple users anymore.


"The evidence demands a verdict".
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Re: Intel is dead? - Interesting take [Re: StevieC] #5115546
05/25/19 04:04 PM
05/25/19 04:04 PM
Joined: Jun 2003
Posts: 1,999
Sequim, WA
edhackett Online content
edhackett  Online Content

Joined: Jun 2003
Posts: 1,999
Sequim, WA
That video is nothing more than AI generated fake news click bait.

Ed


Never attribute to engineers that into which politicians, lawyers, accountants, and marketeers have poked their fingers.
Re: Intel is dead? - Interesting take [Re: edhackett] #5115611
05/25/19 05:06 PM
05/25/19 05:06 PM
Joined: Dec 2009
Posts: 27,821
Regina, Saskatchewan, Canada
Garak Offline
Garak  Offline

Joined: Dec 2009
Posts: 27,821
Regina, Saskatchewan, Canada
This fits in well with Shannow's thread on monetization. Throw together some fair use clips, some still photos, a computer voice, and ensure the video is longer than 10 minutes, and you've ticked off the boxes for a video that has the potential to maximize its revenue all the while costing virtually nothing to make.


Plain, simple Garak.

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Re: Intel is dead? - Interesting take [Re: edhackett] #5115654
05/25/19 05:44 PM
05/25/19 05:44 PM
Joined: Apr 2008
Posts: 40,167
Ontario, Canada
OVERKILL Offline
OVERKILL  Offline

Joined: Apr 2008
Posts: 40,167
Ontario, Canada
Originally Posted by edhackett
That video is nothing more than AI generated fake news click bait.

Ed


Yup, with the computer "reading voice" that was my take. It's a big 'ol opinion piece that I don't believe is rooted in much, if any, fact. Intel is the dominant player, has been for ages, and will likely continue in that role. They could, as JMJNet noted, easily buy all their competitors in this space with ease, with an operating revenue that is several times all of them combined.


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Re: Intel is dead? - Interesting take [Re: StevieC] #5116050
05/26/19 07:43 AM
05/26/19 07:43 AM
Joined: Jan 2012
Posts: 5,360
Florida
hatt Online content
hatt  Online Content

Joined: Jan 2012
Posts: 5,360
Florida
Originally Posted by Linctex
Originally Posted by Cujet
People who count on their fingers should maintain a discreet silence.


Technology has far, far, far, far surpassed any hope of any future "Steve Jobs" type people "building prototypes in their garage".

All new technologies will be created in and administered by major corporations.

Technological entrepreneurs are now extinct.

All of us "'common folk" can only be simple users anymore.

How you use the tech is just as important as the tech. Wozniak didn't make chips. Little guys are still relevant.

Last edited by hatt; 05/26/19 07:59 AM.

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Re: Intel is dead? - Interesting take [Re: xxch4osxx] #5116078
05/26/19 08:14 AM
05/26/19 08:14 AM
Joined: Apr 2018
Posts: 485
US
talest Offline
talest  Offline

Joined: Apr 2018
Posts: 485
US
Originally Posted by xxch4osxx
I will still remain an AMD customer. Been using their CPU's for years and will continue.


I tried AMD a few times and unless things have changed, it has to be a screaming deal before I research out the equivalent Intel options.

Is a Core i5 or i7 still a thing?

Re: Intel is dead? - Interesting take [Re: edhackett] #5116243
05/26/19 11:06 AM
05/26/19 11:06 AM
Joined: Mar 2017
Posts: 10,052
...
PimTac Offline
PimTac  Offline

Joined: Mar 2017
Posts: 10,052
...
Originally Posted by edhackett
That video is nothing more than AI generated fake news click bait.

Ed





Yep. I started to watch it then quickly stopped.


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