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Intel's Death and Potential Revival

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Re: Intel's Death and Potential Revival

#3
Folks are really cheering on Intel to win, because no one wants to be left holding the bag. We all bought Intel because we all thought it was ol’ faithful, but they’ve really, REALLY shit the bed.

Re: Intel's Death and Potential Revival

#5
post #3

Folks are really cheering on Intel to win, because no one wants to be left holding the bag. We all bought Intel because we all thought it was ol’ faithful, but they’ve really, REALLY shit the bed.

What do you mean, holding the bag? Intel’s products have compatible alternatives from other vendors. If they went away, AMD would surely continue providing x86 compatible chips.

Re: Intel's Death and Potential Revival

#6
post #5
post #3

Folks are really cheering on Intel to win, because no one wants to be left holding the bag. We all bought Intel because we all thought it was ol’ faithful, but they’ve really, REALLY shit the bed.

What do you mean, holding the bag? Intel’s products have compatible alternatives from other vendors. If they went away, AMD would surely continue providing x86 compatible chips.

I assume holding the bag of stocks.

Re: Intel's Death and Potential Revival

#7
> up to that point most new processors came with their own instruction set

Kind of. 8080 and 8085 share also the same ISA. Other families that did that were the 6502 (the 6510, the 6504), Z-80 (Hitachi's HD64180, which became the Z-180, Z-280, R800), and Texas' TMS9900, which was part of a whole family that spanned from the ill-fated TI-99/4 to the TI-990 minicomputers.

Re: Intel's Death and Potential Revival

#9
post #3

Folks are really cheering on Intel to win, because no one wants to be left holding the bag. We all bought Intel because we all thought it was ol’ faithful, but they’ve really, REALLY shit the bed.

nonsense. Just buy AMD from now on, then ARM.

Re: Intel's Death and Potential Revival

#10
Dylan Patel comes to essentially the same conclusions (and this is a better post I think):

https://semianalysis.com/2024/12/09/intel-on-the-brink-of-de...

The problem is there are two distinct objectives:

1. Maximise shareholder value

2. Maintain and extend Intel's (close to) leading-edge fab capability.

These are not necessarily consistent!

The Intel Board (bad as it is) is trying to deliver 1. and probably now doesn't care about 2. That's not what the US needs, so some sort of government intervention is inevitable if 2. is to be achieved.

And I'm not convinced that PG's IDM 2.0 strategy would have delivered either.

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