Earlier quoted context omitted.
But they have mba'd themselves to death.
Not really. Intel’s two core issues are engineering failures — process technology and processor architecture
I have a basis peak in my desk that says otherwise.
Intel acquires Linutronix
81–90 of 139 posts
Re: Intel acquires Linutronix
#82Earlier quoted context omitted.
Intel is currently worth less than AMD even though Intel's profit is quite a bit higher than AMDs entire revenue. I recognize that Intel has huge problems to solve but they absolutely seem undervalued currently.
A quick search shows INTC market cap is 184B and AMD is 135B. AMD is worth 73% of Intel.
They are both a bit over 180B, that AMD number is prior to the XLNX acquisition which was done by issuing stock.
Re: Intel acquires Linutronix
#83Re: Intel acquires Linutronix
#84Intel seems to be making all the right moves. I'm excited to see what Pat Gelsinger can do over the next 5 years (I'm long INTC).
Intel has a lot of irons in the fire and some very talented engineers, but they've always competed with a process advantage behind them and been able to use it to recover from the occasional architecture misstep like Itanium or the Pentium IV. Pat Gelsinger is probably the best CEO they could have picked but they're in a tough position and I'm not optimistic.
A lack of process advantage is exactly the problem. I remember being at nVIDIA in 2008 and being afraid about Intel's Larrabee x86-based GPU architecture. I was genuinely afraid because they could do full custom design on the latest process and so the physical design would be much superior to nVIDIA even if the higher level architecture was not as great. I didn't care much about the x86 aspect because I knew software needed to be re-developed for GPU anyway so having a compiler generating a custom/private ISA wasn't a big deal vs. x86.
When Larrabee failed I breathed a sigh of relief. To me that failure was huge, and the fact they are trying to replay that strategy (building a competitive GPU) but without an unfair manufacturing advantage speaks to the hole that Intel has dug themselves into. It's not a grave, but the stock price has not baked this reality in yet. We've got a long ways down to go. This won't look like a simple turnaround story. The company will appear dead before it can come roaring back. If.
Re: Intel acquires Linutronix
#85Earlier quoted context omitted.
Intel is currently worth less than AMD even though Intel's profit is quite a bit higher than AMDs entire revenue. I recognize that Intel has huge problems to solve but they absolutely seem undervalued currently.
A quick search shows INTC market cap is 184B and AMD is 135B. AMD is worth 73% of Intel.
As of a few minutes ago...
AMD: 181.86B
INTC: 183.97B
Re: Intel acquires Linutronix
#86Re: Intel acquires Linutronix
#87Cute Lego digger: https://linutronix.de/videos/Linutronix_Bagger_1080.mp4
Looks like K'Nex, not Lego. Still very cool! https://en.wikipedia.org/wiki/K%27Nex
Pretty sure it's Lego: https://www.lego.com/en-us/product/bucket-wheel-excavator-42...
Re: Intel acquires Linutronix
#88What does this mean for the future of PREEMPT_RT on ARM?
I know PREEMPT_RT is mostly independent of ISA; it's the parts that are not independent that worry me.
Re: Intel acquires Linutronix
#89Re: Intel acquires Linutronix
#90Earlier quoted context omitted.
Why? Plenty of chip companies are fabless. Apple is fabless, Nvidia is fabless.
Neither Apple nor Nvidia compete with TSMC, while Intel does
Intel competing with TSMC will not be a problem for Intel or TSMC until the chip shortage is well and truly behind us.