Intel posts largest loss in its history as sales plunge
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Intel posts largest loss in its history as sales plunge
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Re: Intel posts largest loss in its history as sales plunge
#2hard to feel sorry for Intel here
they're still tied to Windows which is increasingly weaker and more rotted over time, losing market share every year for a decade (Microsoft doesn't even seem to care afaict)
the Apple M1 laptop is an incredible value, offers 10x the performance the average person will need, with good battery life, a better OS/ecosystem...and its priced right!
Intel needs to seriously look at Linux...once Windows enters into a death spiral in a few years (seems inevitable now and Microsoft seems to not care as long as Azure keeps winning), what else will they have?
start now with serious price cuts....I don't need to replce my Linux laptops, but would for the right price
Re: Intel posts largest loss in its history as sales plunge
#3hard to feel sorry for Intel here they're still tied to Windows which is increasingly weaker and more rotted over time, losing market share every year for a decade (Microsoft doesn't even seem to care afaict) the Apple M1 laptop is an incredible value, offers 10x the performance the average person will need, with good battery life, a better OS/ecosystem...and its priced right! Intel needs to seriously look at Linux..…
i also don't really understand why they don't offer a similar software/hardware package ontop of linux as apple does.
Re: Intel posts largest loss in its history as sales plunge
#4hard to feel sorry for Intel here they're still tied to Windows which is increasingly weaker and more rotted over time, losing market share every year for a decade (Microsoft doesn't even seem to care afaict) the Apple M1 laptop is an incredible value, offers 10x the performance the average person will need, with good battery life, a better OS/ecosystem...and its priced right! Intel needs to seriously look at Linux..…
The M1 is a good chip, but Macs are expensive.
Cheapest one you can currently buy is the Air. That starts at 1k USD pretax. That's not within reach for a large majority of the worlds population. Not even within reach for a lot people in richer western countries.
Most people need a Webbrowser that can do Email, Streaming, and some social media.
What makes you think windows is in a death spiral? They still have a good 75% market share and while that fluctuates, it doesn't seem to really drastically decrease.
Re: Intel posts largest loss in its history as sales plunge
#5hard to feel sorry for Intel here they're still tied to Windows which is increasingly weaker and more rotted over time, losing market share every year for a decade (Microsoft doesn't even seem to care afaict) the Apple M1 laptop is an incredible value, offers 10x the performance the average person will need, with good battery life, a better OS/ecosystem...and its priced right! Intel needs to seriously look at Linux..…
Price cutting by enough to pull your demand forward is probably a losing strategy for Intel. If they cut their CPU price in half, would they sell twice as many? I doubt it.
Their gross margin is between 40 and 50%. Call it 50% to be generous and make the math easy. If their selling price today is 6X and they sell U units, their gross profit is 3 * X * U. If they cut the selling price to 4X and sell 2U units, the resulting profit is around 2 * X * U. If they were somehow able to move 3 times as many units with a 33% price reduction, their gross profits would stay about the same as today.
What would a 33% reduction in the price of the Intel components in your laptop mean at retail? A 10% reduction in the shelf price? 15% maximum?
Re: Intel posts largest loss in its history as sales plunge
#6INTC is up over 5% in premarket trading.
Re: Intel posts largest loss in its history as sales plunge
#7This looks like some big bath accounting by Intel. Getting all the bad news out of the way in what was expected to be a bad year anyway.
The next couple of years will be make or break for them, so Im expecting to see some good things coming out of their pipeline.
Re: Intel posts largest loss in its history as sales plunge
#8INTC is up over 5% in premarket trading.
https://www.reuters.com/technology/intel-forecasts-second-qu...
> Intel says margins will recover in second half of 2023, shares rise
stock market movements are not to be trusted a period less than a quarter at the very least, better yet an year, imho.
Re: Intel posts largest loss in its history as sales plunge
#9hard to feel sorry for Intel here they're still tied to Windows which is increasingly weaker and more rotted over time, losing market share every year for a decade (Microsoft doesn't even seem to care afaict) the Apple M1 laptop is an incredible value, offers 10x the performance the average person will need, with good battery life, a better OS/ecosystem...and its priced right! Intel needs to seriously look at Linux..…
The M1 is a good chip, but Macs are expensive. Cheapest one you can currently buy is the Air. That starts at 1k USD pretax. That's not within reach for a large majority of the worlds population. Not even within reach for a lot people in richer western countries. Most people need a Webbrowser that can do Email, Streaming, and some social media. What makes you think windows is in a death spiral? They still have a good…
> What makes you think windows is in a death spiral? They still have a good 75% market share and while that fluctuates, it doesn't seem to really drastically decrease.
Of what? Most of what I see normal consumers doing is in Android, typically on ARM. I think my observations are a little biased, but not a lot. According to statcounter:
Android 41.56%
Windows 28.29%
iOS 17.29%
OS X 7%
Unknown 3.05%
Chrome OS 1.32%
Critically, it's no longer a monopoly; there's a lot less lock-in than there once was. Even Microsoft Office is gradually moving to the PWA model. Most servers and embedded systems I see run some variant of Linux as well. The market Microsoft has 75% share in seems to increasingly by a niche market within a much larger ecosystem. Microsoft seems to have pivoted, and as someone pointed out, no longer cares too much.
However, the Wintel monopoly is dead. If Intel is tied to Windows, they'll increasingly be swallowed alive. TSMC manufactures most of those ARM chips. There's no way a smaller player can keep up in fabs and manufacturing technology.
Re: Intel posts largest loss in its history as sales plunge
#10hard to feel sorry for Intel here they're still tied to Windows which is increasingly weaker and more rotted over time, losing market share every year for a decade (Microsoft doesn't even seem to care afaict) the Apple M1 laptop is an incredible value, offers 10x the performance the average person will need, with good battery life, a better OS/ecosystem...and its priced right! Intel needs to seriously look at Linux..…
The x86 ecosystem is far superior to Apple Silicon, and that is not going away any time soon.
Macs have one big advantage - efficiency, which translates to long battery life and more importantly for me personally - NOT OVERHEATING.
However, porting software to apple silicon results in inefficiencies, and for developers it gets a bit trickier.
I have a M1 Max with 65GB ram and I love it, but the moment Intel comes out with chip that doesn't overheat and is as performant, I'll be buying an Intel based laptop (granted, I will have to wait for longer).
In a perfect world, Apple would get back to offering Intel as a CPU option when Intel comes back to the leading edge. You'd get the Mac OS, x86 and performance in a well built laptop - a dream!