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This sounds very similar to the situation Nokia was in around 2007: - Nokia was booming financial. Things had never been better for them in that respect. - Nok
by eatmyshorts 6y ago
This sounds very similar to the situation Nokia was in around 2007:
- Nokia was booming financial. Things had never been better for them in that respect.
- Nokia had XX times (!) the operating income of Apple's mobile business.
- Nokia was one of the world's most profitable corporations.
And, yet, the writing was on the wall. Nokia was doomed once the smartphone era came. That's where Intel is today: AMD crushes them on the high-end general purpose CPUs. ARM crushes them on I/O performance and the low-end for general purpose CPUs. GPUs crush Intel in the middle, for special-purpose (mainly single-precision floating point) computing.
Right now, large portions of new computer sales, and an even larger portion of the high-margin cpu sales, come from cloud computing. AMD and ARM are stealing huge market share from Intel on that front. I don't see that momentum changing any time soon.
There's a reason that Intel has 8x the operating income of NVidia while having a smaller market cap. It's not because of where they are currently--it's where they are going. Stock market valuations are forward-looking, and the future doesn't look so bright for Intel.
- corin_ 6y agoStock market valuations are forward-looking, but they aren't always predicting the right future. Personally I won't be betting on or against Intel - it wouldn't shock me if they follow the Nokia route, it also wouldn't shock me if they come out with a new generation that puts them back on top within the next few years.
- als0 6y ago> ARM crushes them on I/O performance This sounds difficult to believe. Do you know a benchmark that shows this?
- discodave 6y agoCrush might be a strong word, but here's some benchmarks from AnandTech that show ARM (AWS Graviton2) beating Intel and AMD chips in memory bandwidth. https://www.anandtech.com/show/15578/cloud-clash-amazon-graviton2-arm-against-intel-and-amd/3 https://www.anandtech.com/show/15578/cloud-clash-amazon-grav... The thing is, that's not "ARM" it's "ARM as implemented by AWS", they get to choose how many memory channels to add etc.
- deleted 6y ago[deleted]
- ClumsyPilot 6y agoThey have created a new type of memory that is 10-100x more performant than flash, and its already popular in high-performance databases. 3dx point That could be a huge market with no cempetutors in sight
- sergeykish 6y agoNokia was fine - just switch flagship from Symbian to Android, continue feature phones and Maemo. After so many years and under different manufacturer brand is still alive.