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I love how the PC market slowdown is being headlined as causal when Intel has clearly done this to themselves. Maybe if Apple's products were still "Intel Insi

I love how the PC market slowdown is being headlined as causal when Intel has clearly done this to themselves. Maybe if Apple's products were still "Intel Inside" Intel wouldn't be in this position.

chrisseaton 4y ago
And ‘people not at home’? What does that even mean? People take their laptops to coffee shops? But so what?
- bee_rider 4y ago
  I'm under the impression that for a large chunk of the population, spending most of their time on their PC during the pandemic was actually an undesirable lifestyle change. I suspect they might be changing back to doing whatever it was they did beforehand.
- InitialLastName 4y ago
  This seems like a reference to the situation during the height of Covid lockdowns, where people were stuck at home buying tech products. In that case, the deeper read of the situation is that the Covid crisis helped them kick the can down the road by 3 years on responding to the trends of 2019.
- Finnucane 4y ago
  There was a huge surge of people buying new gear to outfit home offices for WFH. That's over now. Not everyone is back in the office fulltime (obviously), but we'e not out rushing to buy new stuff when we just did all that not too long ago.
irrational 4y ago
I asked an Intel chip designer more than 10 years ago why they were not prioritizing mobile chips. He didn't have a good answer. It has been obvious for so long that everything was moving to phones, tablets, etc. The fact that Intel has no foot at all in that door is astonishing to me.
- JustSomeNobody 4y ago
  Sad thing is this has nothing to do with engineering and I'll bet a ton of those 20K employees will be engineers. Piss poor management strikes again.
- hodgesrm 4y ago
  It happens. Data center computing is profitable, and Intel mastered the sales motion long ago. IBM never really got off mainframes for similar reasons. It's a variation of the Innovator's Dilemma.
  - TremendousJudge 4y ago
    I think IBMs case is a bit different -- after all, other companies may have innovated in the space, but they are the ones who actually came up with the PC standard we still use today (and then quickly lost control of it). By comparison, Intel has nothing to show on the mobile space, just a few half hearted attempts at mobile CPUs that fizzled out.
  - rightbyte 4y ago
    > IBM never really got off mainframes for similar reasons. You could kinda say they made the PC? Also involved in PowerPC processors. Not getting of mainframes were not their problem I think.
    - hodgesrm 4y ago
      IBM made the PC but others monetized it, most notably Microsoft followed by Compaq and Dell. [0] The PC architecture was not proprietary, and IBM didn't control the operating system. By contrast IBM made boatloads of money off mainframes and their advantage was durable. That business line is still quite profitable even today. (Just not very big in comparison to the IT market.) [0] https://www.forbes.com/sites/timbajarin/2021/08/25/attack-of-the-clones-how-ibm-lost-control-of-the-pc-market https://www.forbes.com/sites/timbajarin/2021/08/25/attack-of...
- deleted 4y ago
  [deleted]

I love how the PC market slowdown is being headlined as causal when Intel has clearly done this to themselves. Maybe if Apple's products were still "Intel Inside" Intel wouldn't be in this position.

chrisseaton 4y ago

And ‘people not at home’? What does that even mean? People take their laptops to coffee shops? But so what?

bee_rider 4y ago
I'm under the impression that for a large chunk of the population, spending most of their time on their PC during the pandemic was actually an undesirable lifestyle change. I suspect they might be changing back to doing whatever it was they did beforehand.
InitialLastName 4y ago
This seems like a reference to the situation during the height of Covid lockdowns, where people were stuck at home buying tech products. In that case, the deeper read of the situation is that the Covid crisis helped them kick the can down the road by 3 years on responding to the trends of 2019.
Finnucane 4y ago
There was a huge surge of people buying new gear to outfit home offices for WFH. That's over now. Not everyone is back in the office fulltime (obviously), but we'e not out rushing to buy new stuff when we just did all that not too long ago.

irrational 4y ago

I asked an Intel chip designer more than 10 years ago why they were not prioritizing mobile chips. He didn't have a good answer. It has been obvious for so long that everything was moving to phones, tablets, etc. The fact that Intel has no foot at all in that door is astonishing to me.

JustSomeNobody 4y ago
Sad thing is this has nothing to do with engineering and I'll bet a ton of those 20K employees will be engineers. Piss poor management strikes again.
hodgesrm 4y ago
It happens. Data center computing is profitable, and Intel mastered the sales motion long ago. IBM never really got off mainframes for similar reasons. It's a variation of the Innovator's Dilemma.
- TremendousJudge 4y ago
  I think IBMs case is a bit different -- after all, other companies may have innovated in the space, but they are the ones who actually came up with the PC standard we still use today (and then quickly lost control of it). By comparison, Intel has nothing to show on the mobile space, just a few half hearted attempts at mobile CPUs that fizzled out.
- rightbyte 4y ago
  > IBM never really got off mainframes for similar reasons. You could kinda say they made the PC? Also involved in PowerPC processors. Not getting of mainframes were not their problem I think.
  - hodgesrm 4y ago
    IBM made the PC but others monetized it, most notably Microsoft followed by Compaq and Dell. [0] The PC architecture was not proprietary, and IBM didn't control the operating system. By contrast IBM made boatloads of money off mainframes and their advantage was durable. That business line is still quite profitable even today. (Just not very big in comparison to the IT market.) [0] https://www.forbes.com/sites/timbajarin/2021/08/25/attack-of-the-clones-how-ibm-lost-control-of-the-pc-market https://www.forbes.com/sites/timbajarin/2021/08/25/attack-of...
deleted 4y ago
[deleted]