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When the market rewards secure design, you can make that complaint. Since the market does not reward secure design, expect investments in security to be commens
by ngneer 7y ago
When the market rewards secure design, you can make that complaint. Since the market does not reward secure design, expect investments in security to be commensurate. You cannot have it both ways.
- guug 7y agoNot a complaint but merely stating the obvious.
- mlyle 7y agoThe market is noticing that we're losing a whole lot of performance on Intel to these security-related mitigations, though...
- empiricus 7y agoIntel reports record profits again.
- ngneer 7y agoThank you. Apparently, the stockholders agree with my assessment.
- mlyle 7y agoThis doesn't mean that Intel hasn't been affected negatively by the resurgence of AMD in the processor business. AMD is taking several billion dollars of revenue, and every dollar of that costs Intel much more than $1. A noticeable part of AMD's newfound competitiveness comes from the various performance taxes that Intel has had to pay for speculative execution mitigation. It's worth noting, too, that Intel has diversified-- the processor business is only one very important business to Intel.
- xondono 7y agoProfit in infrastructure is a delayed indicator, it talks about how the company was doing, not how is it doing now.