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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

#41

Post by josteink »

itsoktocry wrote: post #13
blagie wrote: post #9

Earlier quoted context omitted.

> 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% Cri…

> Most of what I see normal consumers doing is in Android, typically on ARM Comparing cell phone OS to a desktop OS is a bit silly. Nobody in the corporate world is doing work on Android.

His point was trying to measure OS market-share by checking desktop-only is no longer a valid approach.

Even big players like Microsoft are forced to offer their software and services on non-Windows platforms (like mobile and tablets!) if they want to remain relevant.

So counting desktop only paints a false picture, wrt where users are and where computing is happening.

And that last bit is what is relevant from a Intel POV. An increasing amount of compute is now done outside the Intel-chip arena of desktops, like it used to be before.

Re: Intel posts largest loss in its history as sales plunge

#42

Post by JKCalhoun »

whynotmaybe wrote: post #25
blagie wrote: post #9

Earlier quoted context omitted.

> 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% Cri…

The "niche" market is corporate and gouv. These industries won't buy macs as they are too expensive to maintain and to integrate into their existing active directory domains. (With a few exceptions for jobs where the Mac is the optimal device like graphic design) No idea about percentage but windows won't disappear soon from those. The android market share is mainly mobile devices and Microsoft gave that market up a…

(Not sure if your last sentence was a joke meant to undermine your argument preceding it? Maybe by mainframe though you're referring to servers.)

I generally agree with your point though but I am seeing that as more and more of office work moves to living within a web browser, it is becoming more hardware agnostic.

Re: Intel posts largest loss in its history as sales plunge

#43

Post by SamuelAdams »

slashdev wrote: post #28
0zemp2c wrote: post #2

hard 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..…

When it came time almost two years ago to get a new laptop, I had a choice between a MacBook Pro for over $4000 or an Alienware that I could modify with 64gb memory and an extra SSD for half the price. Bare metal gaming with better performance and even though it doesn’t support Linux, it supports it better than Mac. Cost half as much. No futzing around with packages that don’t work on the M1, just good old AMD x86 go…

I’m curious what those prices would look like today. In 2021 I bought a MBP M1 Max with 32 Gb RAM and a 500 Gb ssd for about 3k.

Looks like a max spec Alienware X14 R2 costs around 2,100 dollars. However the battery life seems to be the biggest drawback, most reviews say it lasts under 8 hours while my MBP lasts 12-16 depending on usage.

Re: Intel posts largest loss in its history as sales plunge

#44

Post by whstl »

whynotmaybe wrote: post #25
blagie wrote: post #9

Earlier quoted context omitted.

> 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% Cri…

The "niche" market is corporate and gouv. These industries won't buy macs as they are too expensive to maintain and to integrate into their existing active directory domains. (With a few exceptions for jobs where the Mac is the optimal device like graphic design) No idea about percentage but windows won't disappear soon from those. The android market share is mainly mobile devices and Microsoft gave that market up a…

"These industries won't buy macs as they are too expensive to maintain and to integrate into their existing active directory domains. (With a few exceptions for jobs where the Mac is the optimal device like graphic design)"

I'm not convinced. About ten years ago one could say exactly the same thing about Macs companies located outside of California. I only had my first work Mac in 2012, when I convinced my boss to let inherit one from a graphic designer. Since then, I've worked in two extremely traditional corporates that gave me the choice to use macOS. And plenty of executives were/are using macOS too.

In the meantime things got actually easier than 10 years ago: web apps became prevalent and even Microsoft joined the party.

Re: Intel posts largest loss in its history as sales plunge

#45

Post by thfuran »

sokoloff wrote: post #11
mschild wrote: post #4

Earlier quoted context omitted.

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…

You can buy an M1 8/256 Air at $800 right now. I'd expect to get 5 years out of it minimum (we're buying one shortly to replace a mid-2013 Air). That's less than $15/month if it gets thrown in a bin in 5 years. It's under $20/mo if we bin it in 3.5 years. https://www.bestbuy.com/site/macbook-air-13-3-laptop-apple-m... I feel like the Chromebook on the lower end is great for a lot of uses/people and the Air is an easi…

I struggle now with 16 GB on my work laptop. 8 is absolutely anemic for anyone planning to get several years out of a machine.

Re: Intel posts largest loss in its history as sales plunge

#46

Post by shinycode »

coffeebeqn wrote: post #14
sokoloff wrote: post #11

Earlier quoted context omitted.

You can buy an M1 8/256 Air at $800 right now. I'd expect to get 5 years out of it minimum (we're buying one shortly to replace a mid-2013 Air). That's less than $15/month if it gets thrown in a bin in 5 years. It's under $20/mo if we bin it in 3.5 years. https://www.bestbuy.com/site/macbook-air-13-3-laptop-apple-m... I feel like the Chromebook on the lower end is great for a lot of uses/people and the Air is an easi…

8GB is pretty sad though and it’s soldered on with no ability to upgrade

But it’s more than RAM and it’s enough even for web dev so for most people it’s way enough

Re: Intel posts largest loss in its history as sales plunge

#47

Post by hardware2win »

uptown wrote: post #6

INTC is up over 5% in premarket trading.

Indeed, the first sentence

>While Intel's sales *beat its own expectations* in the first quarter, the company on Thursday posted the largest loss in its history as its margins plunged to a new low over the last several years.

Re: Intel posts largest loss in its history as sales plunge

#48

Post by matheusmoreira »

itsoktocry wrote: post #12
0zemp2c wrote: post #2

hard 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..…

> losing market share every year for a decade (Microsoft doesn't even seem to care afaict) Of course they care. Windows, at one point, had 95% market share. Do you believe that to be sustainable? Do we want that? No, in both cases. They are still dominant in desktop computing. > offers 10x the performance the average person will need Why is buying something 10x more powerful than you'd need at 2x the price "good valu…

> Of course they care.

If they care they sure don't act like it. Microsoft is clearly squeezing Windows users for whatever revenue is left. Nothing else explains the user hostility, backwards compatibility breaks and unending advertising and data collection.

Re: Intel posts largest loss in its history as sales plunge

#49

Post by SamuelAdams »

mschild wrote: post #4
0zemp2c wrote: post #2

hard 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

The biggest threat to Windows isn’t Apple and Linux, it’s mobile phones. People aren’t buying computers like they used to. Most day to day things can be done on a smartphone now.

I see this first hand in my own family. My wife and mom both use their phones for pretty much everything. Email, web browsing, etc. If my wife needs a bigger screen for something like a yoga video, she usually uses a TV in the house which has a Roku, chrome cast, or similar attached.

Re: Intel posts largest loss in its history as sales plunge

#50

Post by jl6 »

I find it kind of amazing that Intel haven't found a way to profit during the global chip shortage. Look at food and energy over the past year or so: supermarket and oil & gas companies are posting record profits. They are riding the wave of price rises and supply constraints. What's different about CPUs?
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