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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

#121

Post by rsynnott »

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…

> Why is buying something 10x more powerful than you'd need at 2x the price "good value"?

So a MacBook Air is 2x the price of the very cheapest laptops. Trouble with the very cheapest laptops, though, is that they use the very cheapest chips; Intel is not making a lot of money on those (if they're Intel at all; these days a lot of that category is ARM Chromebooks). The MacBook Air's actual competition is more capable laptops in a broadly similar price range. These use more expensive, higher margin, usually Intel, chips, like the MBA did pre-M1. That has to be a concern for Intel.

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

#122

Post by bdcravens »

seanmcdirmid wrote: post #112
itsoktocry wrote: post #12

Earlier quoted context omitted.

> 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…

> You should have a look at Windows' desktop market share and get back to us. They still own the space. Who buys desktops anymore? Sure, it’s a market, but not the one it used to be.

"Desktop" typically includes laptops as part of the category, not separating them (since they usually don't have different OSes)

https://gs.statcounter.com/os-market-share/desktop/worldwide

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

#123

Post by nico »

In the next 1-5 years we are going to see a lot of big companies falling apart.

Small teams, with the help of tech/AI can now move so much faster than big teams. The communication and coordination overhead is starting to be too big of a burden, especially when you can have 1 person do the work of 30-100 (using AI).

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

#124

Post by stickfigure »

RyanShook wrote: post #120

I think Intel is a buy because they’re going to be too important to fail for US in the chip war. Anyone else buying?

It's hard to guess at a reasonable valuation for a company kept on life support in the national interest. Could be lower than current price?

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

#126

Post by bdcravens »

PretzelPirate wrote: post #57
IceHegel wrote: post #32

Earlier quoted context omitted.

If they cared there wouldn’t be tabloid news in everything spare panel.

I commented on thus somewhere else, but it seems fitting here as well: my non-technical parents love the tabloid news that Windows shows, and they love that candy crush is pre-installed. I suspect most users are not the same as the HM crowd.

Most mobile phone users aren't in the HN crowd, yet the iPhone continues to sell well. Why is this true, when a $199 unlocked Android is more than sufficient?

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

#127

Post by bdcravens »

raverbashing wrote: post #38
itsoktocry wrote: post #12

Earlier quoted context omitted.

> 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…

> You should have a look at Windows' desktop market share and get back to us. They still own the space. Ah yes the dwindling, profit starved desktop market Yes they're still at a high percentage, of an ever smaller market Not going the way of the vinyl record yet, but who knows?

Keep in mind this includes laptops, which still sell well enough. (though declining)

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

#128

Post by qbasic_forever »

epiccoleman wrote: post #102

I live in Columbus, and over the next few years I expect a lot of shakeup to occur as a result of the Intel fab(s) being built nearby. It's been interesting to see the turbulence around Intel of late, given what a huge investment we're expecting to see from them in Ohio (not to mention the huge investment the state will be making into Intel, via tax abatements and other incentives).

Let's hope it actually gets built and that the state isn't Foxconned like happened to Wisconsin. A company with rapidly declining profits does not give me a lot of confidence in starting or finishing big capitol projects even if they've committed to them. Nothing is set in stone until the last brick is laid and the factories are open.

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

#129

Post by [deleted] »

shortrounddev wrote: post #17
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…

> 5 years Because Apple will forcibly kill it after that with incompatible software updates. Windows machines keep going until they physically break. But what everyone here is missing is that the consumer desktop/laptop market is dying itself. Soon it will only be for enterprise uses and gaming. Most people do all their computing through a phone or tablet. I know people who don't own a laptop.

[deleted]

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

#130

Post by danpalmer »

nico wrote: post #123

In the next 1-5 years we are going to see a lot of big companies falling apart. Small teams, with the help of tech/AI can now move so much faster than big teams. The communication and coordination overhead is starting to be too big of a burden, especially when you can have 1 person do the work of 30-100 (using AI).

I’m not sure that’s true given hardware as a limiting factor. Small teams have always been able to move faster in building things, they have fewer requirements and less to lose.

But small teams can’t buy expensive hardware up front, and modern AI is hardware constrained for many purposes. These companies will either end up renting hardware from cloud providers, or using AI APIs from cloud providers.

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