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This is a 2000s view of Intel that is not accurate in 2020. Look at the numbers. - 7% growth for consumer (the “Intel PCs” you mention) - 43% growth for data

This is a 2000s view of Intel that is not accurate in 2020. Look at the numbers. - 7% growth for consumer (the “Intel PCs” you mention) - 43% growth for data centers - 70%+ growth in nonvolatile storage (SSDs)... much of which goes into high end servers in data centers Will there be more data centers And cloud offerings in 3 years, or less? Many More! Will there be more or less PC sales in 3 years. For Intel it’s less or the same (Apple is 8-10% of the market that is disappearing and PC growth is flat to slightly up. So 3 years out it will be roughly the same) Also keep in mind the margin on Xeons vs The laptop chips That go in a $599 plastic Dell. Intel as a “PC” company is dying. Intel as a data center provider (SSDs and heavy processors) is ascendant

lend000 6y ago
A single socket AMD threadripper 3995WX (the "ECC" version just released) is likely going to destroy a dual socket Xeon 8275+ (the ones used for the Amazon C5 metal instance) in most benchmarks like the 3990X did, while running at roughly the same power and a fraction of the price. Once AMD convinces cloud providers that its ECC works just as well as Intel's, there's really nothing holding AMD back from taking a huge chunk of the server market.
- fomine3 6y ago
  Threadripper is priced for workstation like Core XE that priced usually way cheaper than for server even though actual chip is same. Anyway EPYC is performs far better than Xeon in same price.
grizzles 6y ago
Growth is flat. For example, vs their 2016 Q3 results they've had 8 down quarters in the Client Computing Group aka consumer. They'll have the data centres for awhile but when you only have a few customers buying huge volume they will eventually use their buying power to shrink your margins down to nothing. Silicon is due to become a commodity anyway within a decade because of the end of Moore's law. These two segments account for ~75% of $INTCs revenue today.
heisenbit 6y ago
But the datacenter is hugely vulnerable. AMD is cheaper and Amazons ARM may be cheaper as well and more importantly validates that cheaper matters. To end customers these offerings are a click away. And while the volumes will take time due to inertia and verification work the pricing happens at the margin. And it seems that margins of processors are already being impacted. Investors are understandably worried as there is nothing on the roadmap stopping further erosion in the one market making the bulk of profits,

lend000 6y ago

A single socket AMD threadripper 3995WX (the "ECC" version just released) is likely going to destroy a dual socket Xeon 8275+ (the ones used for the Amazon C5 metal instance) in most benchmarks like the 3990X did, while running at roughly the same power and a fraction of the price. Once AMD convinces cloud providers that its ECC works just as well as Intel's, there's really nothing holding AMD back from taking a huge chunk of the server market.

fomine3 6y ago
Threadripper is priced for workstation like Core XE that priced usually way cheaper than for server even though actual chip is same. Anyway EPYC is performs far better than Xeon in same price.

grizzles 6y ago

Growth is flat. For example, vs their 2016 Q3 results they've had 8 down quarters in the Client Computing Group aka consumer. They'll have the data centres for awhile but when you only have a few customers buying huge volume they will eventually use their buying power to shrink your margins down to nothing. Silicon is due to become a commodity anyway within a decade because of the end of Moore's law. These two segments account for ~75% of $INTCs revenue today.

heisenbit 6y ago

But the datacenter is hugely vulnerable. AMD is cheaper and Amazons ARM may be cheaper as well and more importantly validates that cheaper matters. To end customers these offerings are a click away. And while the volumes will take time due to inertia and verification work the pricing happens at the margin. And it seems that margins of processors are already being impacted. Investors are understandably worried as there is nothing on the roadmap stopping further erosion in the one market making the bulk of profits,