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Intel Announces Q4 2017 and FY 2017 Results

38 points by kartD 9y ago

deleted 9y ago
[deleted]
horsecaptin 9y ago
And with this, Intel's market cap went up by twice as much as AMD is worth. If one were to look at AMD and Intel, one would infer that AMD is the nice guy that always plays by the rules and Intel is the brute that's in it to win it no matter the cost. You might be rooting for the nice guy, but you should never kid yourself that the odds are stacked against him even when he's doing all the right things. The brute isn't looking to play by the rules. The brute is looking to win.
- vondur 9y ago
  Let's see next quarter once all of the lawsuits start getting filed.
- ComputerGuru 9y ago
  AMD lost to intel a long time ago, for purely technical reasons. They had the upper hand circa 2002 or so, before intel trashed that line of development and launched the core duo platform.
  - hrktb 9y ago
    > purely technical reasons Sure: https://en.m.wikipedia.org/wiki/Advanced_Micro_Devices,_Inc._v._Intel_Corp https://en.m.wikipedia.org/wiki/Advanced_Micro_Devices,_Inc.....
  - DSingularity 9y ago
    This is so ignorant.
- senatorobama 9y ago
  Sad, Raja Koduri left AMD!
maltalex 9y ago
Revenue from PCs: 9B$ (52.5% of Total Revenue) Revenue from servers: 5.6B$ (32.7% of Total Revenue) That's ~85% of revenue from products affected by Meltdown and Spectre.
- sebazzz 9y ago
  Yes, but this include wireless card etc embedded in laptops.
  - dijit 9y ago
    And Intel NIC's in servers, which are doing great lately because they support extensions that allow virtual machine isolation levels in hardware. (I know a big cloud provider that uses this, but I'm not sure if they told me under NDA)
    - vetrom 9y ago
      I'm going to bet that practically 95% of big cloud providers use SR-IOV, at least in some 1gig + offerings if not pervasively.
      - paulfurtado 9y ago
        Although, Amazon has recently switched over to a new network card called ENA, which is made by a company they purchased. All recently released instance types use it instead of the intel SR-IOV nics http://www.annapurnalabs.com http://www.annapurnalabs.com https://aws.amazon.com/about-aws/whats-new/2016/06/introducing-elastic-network-adapter-ena-the-next-generation-network-interface-for-ec2-instances/ https://aws.amazon.com/about-aws/whats-new/2016/06/introduci...
mankash666 9y ago
What tax law caused a 111% tax rate? Western digital reported results yesterday, and they had a similar claim
- skissane 9y ago
  Latest US tax reform included a one-off transition tax on previously untaxed foreign earnings. As a percentage of this years earnings, it is 111%. But, really it is paying tax on parts of previous years earnings that they didn't pay tax on at the time, not this years earnings.
  - ksec 9y ago
    But I thought ( I haven't looked into it in a long time ) They have always had some numbers deducted for Tax they owned (debt) IF they had to bring it back to US, so it was always accounted for but not deducted until later date.

38 points by kartD 9y ago

deleted 9y ago

[deleted]

And with this, Intel's market cap went up by twice as much as AMD is worth. If one were to look at AMD and Intel, one would infer that AMD is the nice guy that always plays by the rules and Intel is the brute that's in it to win it no matter the cost. You might be rooting for the nice guy, but you should never kid yourself that the odds are stacked against him even when he's doing all the right things. The brute isn't looking to play by the rules. The brute is looking to win.

vondur 9y ago
Let's see next quarter once all of the lawsuits start getting filed.
ComputerGuru 9y ago
AMD lost to intel a long time ago, for purely technical reasons. They had the upper hand circa 2002 or so, before intel trashed that line of development and launched the core duo platform.
- hrktb 9y ago
  > purely technical reasons Sure: https://en.m.wikipedia.org/wiki/Advanced_Micro_Devices,_Inc._v._Intel_Corp https://en.m.wikipedia.org/wiki/Advanced_Micro_Devices,_Inc.....
- DSingularity 9y ago
  This is so ignorant.
senatorobama 9y ago
Sad, Raja Koduri left AMD!

maltalex 9y ago

Revenue from PCs: 9B$ (52.5% of Total Revenue) Revenue from servers: 5.6B$ (32.7% of Total Revenue) That's ~85% of revenue from products affected by Meltdown and Spectre.

sebazzz 9y ago
Yes, but this include wireless card etc embedded in laptops.
- dijit 9y ago
  And Intel NIC's in servers, which are doing great lately because they support extensions that allow virtual machine isolation levels in hardware. (I know a big cloud provider that uses this, but I'm not sure if they told me under NDA)
  - vetrom 9y ago
    I'm going to bet that practically 95% of big cloud providers use SR-IOV, at least in some 1gig + offerings if not pervasively.
    - paulfurtado 9y ago
      Although, Amazon has recently switched over to a new network card called ENA, which is made by a company they purchased. All recently released instance types use it instead of the intel SR-IOV nics http://www.annapurnalabs.com http://www.annapurnalabs.com https://aws.amazon.com/about-aws/whats-new/2016/06/introducing-elastic-network-adapter-ena-the-next-generation-network-interface-for-ec2-instances/ https://aws.amazon.com/about-aws/whats-new/2016/06/introduci...

mankash666 9y ago

What tax law caused a 111% tax rate? Western digital reported results yesterday, and they had a similar claim

skissane 9y ago
Latest US tax reform included a one-off transition tax on previously untaxed foreign earnings. As a percentage of this years earnings, it is 111%. But, really it is paying tax on parts of previous years earnings that they didn't pay tax on at the time, not this years earnings.
- ksec 9y ago
  But I thought ( I haven't looked into it in a long time ) They have always had some numbers deducted for Tax they owned (debt) IF they had to bring it back to US, so it was always accounted for but not deducted until later date.