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Author: alan81 Big gold star, 5000 posts Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 19143  
Subject: Re: INTC: Value stock? Date: 11/15/2012 3:17 PM
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A few comments on this thread, and your link. More of an omnibus reply.

GlobalFoundries on Thursday announcing technology advances that analysts said could allow the company to catch up with
This has been said by both GF and IBM for the past ten years or so, and all that happens is they fall further behind... but it will be different this time:-)

Regarding servers, and windows RT.
Most servers run open source (linux or derivative) so it isn't really a software compatability issue. It is absolutely a power issue, and one of the reasons Intel has all but shut AMD out of this market. For the lower power microserver market that ARM might be able to fit into, Intel has just announced the centerton CPU (dual core ATOM). The Xeon PHI is also very competitive in the high performance, low power space and had a significant showing on the latest top500 supercomputer list.
The server market is large, complex, and diversified. It requires substantially different features(RAS, high I/O, large memory footprint, ...) than those found in the typical consumer products that ARM fits with today. There is a substantial amount of work that would need to be done to allow ARM to ship into the server market.

It is clear we are in the midst of a very large transition (or inflection point if you prefer). It is not clear if INTC will emerge as the X86 monopoly many of us think of it as, or as a world class foundry.

I also made a few additional comments about this over on the INTC board here:
http://boards.fool.com/i-think-there-are-really-four-possibl...
specifically about how Intel fits with Apple.

--Alan
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