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Too bad Intel doesn't have an answer to the now maturing mobile revolution much less the self driving car and VR/AR revolutions that are underfoot. Feels to me
by gogopuppygogo 10y ago
Too bad Intel doesn't have an answer to the now maturing mobile revolution much less the self driving car and VR/AR revolutions that are underfoot.
Feels to me like they are building a better horse and buggy while the automobile is creeping up on them.
- superpie 10y agoThat mobile revolution still relies largely on cloud compute platforms, I feel that this is more like building better destinations for automobiles to go to.
- samfisher83 10y agoThey own the 95% of the data center market share: http://www.datacenterdynamics.com/news/google-challenges-intel-dominance-with-new-server-chips/84256.fullarticle http://www.datacenterdynamics.com/news/google-challenges-int... The margins on mobile chips are pretty cut throat. QCT operating margins have been between 4-17% last 4 Qs. Intels are usually closer to 30%. Data centers fuel the mobile revolution. If I was a investor would I want to throw money at some thing that gave me close 30% return or 17%?