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They had $XX billions in income, and were Nx the revenue of AMD for the last 5 years - and, frankly, nothing spectacular/interesting to show. Some arch tweaking

They had $XX billions in income, and were Nx the revenue of AMD for the last 5 years - and, frankly, nothing spectacular/interesting to show. Some arch tweaking, process improvements, that's about it

adventured 9y ago
Under your premise of prior situations predicting future actions, Microsoft should be collapsing about right now as Windows fades. IBM should not exist at all, the largest US corporate loss in history (at the time) that they produced in 1992 should have spelled their nearing end, with them fading into oblivion. Oracle should have died in the software wars, they survived several bet the ranch situations. You know what was missing the last five years for Intel? Desperation. The need to fight back from a situation that threatens their well-being. They've done it before, usually when they were put in a desperate situation. That's also typical of human behavior in general (which is where the corporate behavior derives from).
- Iwan-Zotow 9y ago
  well, that is true, but - they need to capture/create product niche with volume of sales in XX billions per quarter, otherwise it is not worth the effort - in their traditional niche they have 90+%, the only way is down, basically we'll see, but signs are not good. F.e., this idiot (https://www.fool.com/investing/2018/01/19/intel-corps-upcoming-core-i9-8950hk-processor-look.aspx https://www.fool.com/investing/2018/01/19/intel-corps-upcomi...) is hyping some 6/12 cores notebook CPU, while for any reasonable analyst this should be sign of desperation - Intel does NOT KNOW WHAT TO DO WITH SILICONE, so it's just slapping more cores together
- Fnoord 9y ago
  > Microsoft should be collapsing about right now as Windows fades. Microsoft has been reinventing themselves; partly successfully, partly failing (Windows Phone / Nokia acquisition was arguably a recent example of a failure in this regard). Windows and Office are still the primary income for Microsoft, but cloud has gained traction, percentage-wise. Xbox is profitable (it wasn't for a long time). The Surface line is another example of Microsoft reinventing themselves. > IBM should not exist at all IBM has been relatively marginalised, and could've been so much more rich if the IBM-PC didn't backfire them with the clones getting popular, plus them getting tricked by Bill Gates with MSDOS and Windows (the failure to collaborate with Microsoft on OS/2). But as the B in IBM suggests, IBM never cared much about the consumer space. Note, I'm not sure about POWER, how competitive that is with Intel's high-end products. Perhaps someone can comment on that. I think what a company like Intel needs (or any company, really) is direct competition. Ie they need AMD. The competition with ARM and such is far more vague, less opaque. To be fair, Intel did try to compete on low end, with Atom. I remember they were busy with Moblin/MeeGo in the mid '00s. Never took off AFAIK.

They had $XX billions in income, and were Nx the revenue of AMD for the last 5 years - and, frankly, nothing spectacular/interesting to show. Some arch tweaking, process improvements, that's about it

adventured 9y ago

Under your premise of prior situations predicting future actions, Microsoft should be collapsing about right now as Windows fades. IBM should not exist at all, the largest US corporate loss in history (at the time) that they produced in 1992 should have spelled their nearing end, with them fading into oblivion. Oracle should have died in the software wars, they survived several bet the ranch situations. You know what was missing the last five years for Intel? Desperation. The need to fight back from a situation that threatens their well-being. They've done it before, usually when they were put in a desperate situation. That's also typical of human behavior in general (which is where the corporate behavior derives from).

Iwan-Zotow 9y ago
well, that is true, but - they need to capture/create product niche with volume of sales in XX billions per quarter, otherwise it is not worth the effort - in their traditional niche they have 90+%, the only way is down, basically we'll see, but signs are not good. F.e., this idiot (https://www.fool.com/investing/2018/01/19/intel-corps-upcoming-core-i9-8950hk-processor-look.aspx https://www.fool.com/investing/2018/01/19/intel-corps-upcomi...) is hyping some 6/12 cores notebook CPU, while for any reasonable analyst this should be sign of desperation - Intel does NOT KNOW WHAT TO DO WITH SILICONE, so it's just slapping more cores together
Fnoord 9y ago
> Microsoft should be collapsing about right now as Windows fades. Microsoft has been reinventing themselves; partly successfully, partly failing (Windows Phone / Nokia acquisition was arguably a recent example of a failure in this regard). Windows and Office are still the primary income for Microsoft, but cloud has gained traction, percentage-wise. Xbox is profitable (it wasn't for a long time). The Surface line is another example of Microsoft reinventing themselves. > IBM should not exist at all IBM has been relatively marginalised, and could've been so much more rich if the IBM-PC didn't backfire them with the clones getting popular, plus them getting tricked by Bill Gates with MSDOS and Windows (the failure to collaborate with Microsoft on OS/2). But as the B in IBM suggests, IBM never cared much about the consumer space. Note, I'm not sure about POWER, how competitive that is with Intel's high-end products. Perhaps someone can comment on that. I think what a company like Intel needs (or any company, really) is direct competition. Ie they need AMD. The competition with ARM and such is far more vague, less opaque. To be fair, Intel did try to compete on low end, with Atom. I remember they were busy with Moblin/MeeGo in the mid '00s. Never took off AFAIK.