31–40 of 48 posts
Glad I'm the the CEO on watch when that happened:) Time for them to step up an ask for a multimillion $ pay cut in recognition that they were paid far to generously during a time when the stock was over priced.
You're the CEO of Intel? Nobody ever asks for a pay cut. If anything, they'll do some moronic layoffs get a fat bonus for it
Earlier quoted context omitted.
America is one of the few Apple holdouts, as well as countries in similar wage levels. The majority of the world among 195 recognised countries + others, isn't as lucky.
The context is about the value of x86 versus ARM. Whether it be Apple or Google or whoever, the crux of the matter is that locked down ARM end user devices are more viable and cheaper than in previous decades due to prevalence of broadband internet, which is available globally.
Earlier quoted context omitted.
The context is about the value of x86 versus ARM. Whether it be Apple or Google or whoever, the crux of the matter is that locked down ARM end user devices are more viable and cheaper than in previous decades due to prevalence of broadband internet, which is available globally.
And Windows, because that is what most common people use on their desktops and laptops across the globe.
Their latest generation chips are comparable in value to the AMD equivalent. Power per watt is getting better but not as good as Apple chips. Is the revenue loss mainly because they also seem to be slashing prices to attract market share back? Technology wise their latest generation chips seem to be demonstrating that they can equalize to AMD even with an outdated fab process.
$8B sounds impressive until you realize the company is worth ~$110B.
So… I think what’s I’m saying is that I don’t understand the share market at all ¯\_(ツ)_/¯
INTC https://au.finance.yahoo.com/quote/INTC/key-statistics?.tsrc...
AMD https://au.finance.yahoo.com/quote/AMD/key-statistics?.tsrc=...
Earlier quoted context omitted.
You're the CEO of Intel? Nobody ever asks for a pay cut. If anything, they'll do some moronic layoffs get a fat bonus for it
Of course not. I'd never be so clumsy to reveal my secret identity. I did forget that sarcasm gets down voted on HN. My bad:)
Earlier quoted context omitted.
Both of those are reasonably met on the Steam Deck today which is running Linux… Now the Steam Deck has an x64 CPU, but I’m running my heavyweight production Windows apps today on a Macbook Pro M1 running Windows 11 Arm in a VM which in turn is running Windows x64 apps in Windows on Arm’s cpu emulator and its a decent experience. Really heavy apps like Visual Studio (not Code) and Altium (ee cad) are noticably slower…
Steam Deck is a Windows emulator ignoring the lessons of Windows emulation on OS/2. The target platform keeps being Windows x86/x64 in what game developers are concerned. Since Windows CE days for ARM, the amount of device sales have hardly been spectacular, hence Project Volterra, which isn't taking the world of Windows development by storm in any way.
OS/2's main problem was that it was only preinstalled on expensive IBM hardware that almost nobody wanted to buy when cheaper hardware was available from IBM PC clone manufacturers like Compaq. The hardware also used MCA, which was more expensive than ISA thanks to IBM's royalties and it was a pain to configure. Nobody wanted that. That sealed OS/2's fate.
That is not mentioning the horrible marketing campaign for OS/2 Warp that made OS/2 sound like it was related to narcotics.
Anyway, had OS/2 been on all of the IBM PC clones rather than Windows, then history would have selected OS/2 over Windows.
$8B sounds impressive until you realize the company is worth ~$110B.
Yeah, well that and Intel made $43B gross profit on $69B in revenue with a 20% margin. And AMD has the same market cap at ~⅓ the revenue and ½ the margin. So… I think what’s I’m saying is that I don’t understand the share market at all ¯\_(ツ)_/¯ INTC https://au.finance.yahoo.com/quote/INTC/key-statistics?.tsrc... AMD https://au.finance.yahoo.com/quote/AMD/key-statistics?.tsrc=...
For example, the latest Intel server CPU has 60 cores and costs $17K.
The equivalent, recently released AMD EPYC processor has 96 cores, costs $12K, and has a higher base clock than the Intel processor’s all-core turbo max clock!
AMD will then follow up this brutal left-hook with a 128-core part in the next few months. That’s a knockout.
Nobody in their right mind would buy Intel for data centre workloads right now.
The only reason anyone still does is that AMD can’t manufacture enough processors to meet demand, and some customers have supplier diversity requirements.
Earlier quoted context omitted.
Yeah, well that and Intel made $43B gross profit on $69B in revenue with a 20% margin. And AMD has the same market cap at ~⅓ the revenue and ½ the margin. So… I think what’s I’m saying is that I don’t understand the share market at all ¯\_(ツ)_/¯ INTC https://au.finance.yahoo.com/quote/INTC/key-statistics?.tsrc... AMD https://au.finance.yahoo.com/quote/AMD/key-statistics?.tsrc=...
AMD is growing, Intel is shrinking. This expectation is priced in now. For example, the latest Intel server CPU has 60 cores and costs $17K. The equivalent, recently released AMD EPYC processor has 96 cores, costs $12K, and has a higher base clock than the Intel processor’s all-core turbo max clock! AMD will then follow up this brutal left-hook with a 128-core part in the next few months. That’s a knockout. Nobody in…
Growing market share maybe, but revenue and profits were down in the most recent quarter.
I’m bullish on Intel even with their current struggles. I think owning their own infrastructure will pay off in the future when competitors are getting squeezed by fabs playing supply side economic games.
Curious, what games are you referring to? The fab business is fairly direct and open. One of the truer supply and demand situations.