Message Font: Serif | Sans-Serif
UnThreaded | Threaded | Whole Thread (38) | Ignore Thread Prev | Next
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 23718  
Subject: Re: INTC: Value stock? Date: 11/15/2012 3:17 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 14
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:
specifically about how Intel fits with Apple.

Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (38) | Ignore Thread Prev | Next


Foolanthropy 2015!
Fistula Foundation: A World of Good!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Berkshire Hathaway

Collected Mungofitch Quotes
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.