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Intel's entire business is based on high margins. Trying to take that orientation and apply it to low-margin markets like mobile and IOT has been a complete fai

Intel's entire business is based on high margins. Trying to take that orientation and apply it to low-margin markets like mobile and IOT has been a complete failure for them. I don't think they actually care (yet) because a few billions is peanuts to them as long as they have their high margin business but the wolves are at the door. AMD is actually much better positioned because they have gone through a very painful restructuring and reorientation toward a business model that works with low-margins and they now seem to be coming out the other side. Intel will eventually have to go through the same restructuring and it will be even more painful for them because they have a lot further to fall.

godzillabrennus 9y ago
The only other high margin semiconductor business I see as a competitor to them is not AMD, it's Nvidia. Gpu technology from Nvidia is continuing to unlock new capabilities that make upgrading a CPU less important and as more code becomes gpu dependent it'll matter less what CPU architecture you are running. That opens the door for arm to enter the server market. That is doom for Intel.
- baybal2 9y ago
  Ja, even now Nvidia can simply put an average general purpose core into GPU to run Windows and release something like libGPU to let devs access computations on GPU directly. I believe that they are acutely aware of that, but at the moment they chose "to not to slaughter a hen laying golden eggs"