I worked for Motorola in Austin for a while in the '90s. While I was there they celebrated selling over 1 Billion of one flavor of one of their 68xx processors (I forgot which it was). Ok Apple's changing processor using A4 (an Apple rather than Intel design) instead of Intel on iPad may change a little, but IMHO unless there is a real change in useful architecture that is widely accepted, Intel is still there for the long haul.
The Intel processor is getting a bit long in the tooth, but no one has been able to come up with a different architecture for mass market use that catches on in quite a while. On Tue, Aug 10, 2010 at 4:33 PM, Chris McQuistion <[email protected]> wrote: > I hate reading these kinds of articles. It seems like analysts are always > putting out stupid opinions because having an opinion (no matter how > ill-informed) is what is expected of them. > The fact is, there are more computers being sold every day, around the > world, than there has ever been sold before. That trend will continue. > Most of those computers are using Intel CPU's or chipsets or other > products. That trend will continue. > I love small form factor devices and the ARM processors that run them, but > the volume of products that Intel sells is staggering! Any rumors of > Intel's demise are ill-informed. > Chris > > On Tue, Aug 10, 2010 at 3:53 PM, [email protected] <[email protected]> wrote: >> >> I thought it is an interesting article, Intel whining they aren't >> selling as many high end chips >> since more folks are doing 'web' or 'cloud' computing (sorry, no >> buzzword bing winners here). >> Possibly a topic to talk about at the meeting tonight. >> >> ><> ... Jack >> Whatever you do, work at it with all your heart... Colossians 3:23 >> >> Win more eBay bids .. "http://www.ezsniper.com/refimg.php3?user=servant74"; >> Online Backup .. http://www.drbackup.net?pid=Coats >> Free Backup if you have 2 or more computers .. http://crashplan.com >> for win, mac, lin >> >> >> >> ---------- Forwarded message ---------- >> From: CNBC <[email protected]> >> Date: Tue, Aug 10, 2010 at 3:14 PM >> Subject: Behind The Money: Is the iPad Killing Intel? >> To: [email protected] >> >> >> >> Tuesday, Aug. 10, 2010 >> Behind The Money >> By John Melloy, Executive Producer, Fast Money >> >> Intel was clobbered after Barclays Capital said Apple’s iPad is eating >> away at sales of PCs and netbooks that use its chips. The firm cut >> shares of the world’s largest chipmaker to ‘equal weight’ from >> 'overweight.' >> >> "The iPad's tablet momentum has pressured the broader netbook and >> lower-end notebook arena," wrote Tim Luke, semiconductor analyst for >> Barclays. "We recognize that reservations of Intel’s historically >> elevated margins at 67 percent and uncertainties over its position in >> growth areas such as Tablets may restrain the multiple investors >> attach to current earnings." >> >> Intel, the worst performer in the Dow Jones Industrial Average >> Wednesday, is now down for the year, while Apple is up 23 percent. The >> two stocks began to diverge right on cue in April, when Apple released >> the iPad that uses a self-designed called the "A4". >> >> The downgrade by Barclays comes at a time when many value investors >> are considering purchasing this stock at these levels. The analyst, >> who includes a chart in his report showing Intel’s forward >> price-earnings ratio at an all-time low, also cited a slowdown in >> back-to-school PC sales based on channel checks in Asia. Tablet >> alternatives using Intel’s Atom chip are more likely to be released in >> the first quarter of next year, Barclays’ Luke said. >> >> Other analysts were ganging up on the chipmaker as well. Baird cut >> Intel to 'neutral', citing a "sharp deterioration in PC-related order >> trends over the past week." >> >> "Notebook units are now expected to be up at best 5 percent >> sequentially for the third quarter, well below expectations,” wrote >> Baird’s Tristan Gerra. 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