Intel seems to have a few financial issues
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- KVRAF
- 2948 posts since 24 Nov, 2023
This is an interesting thread. There seems to be a lot of people pushing the idea computing power per watt is something that anyone outside of large server farms and Data centers gives two shits about
If you are the Amazon's and Google's of this world your ultimate goal is to run your data centers with the least amount of electricity possible on servers you build yourself running your own Operating System on chips you make and control and that are not beholden to any other entities licensing agreement or IP
They have armies of hardware and software engineers working towards that goal. ARM chips are not their destination just a stop along the way
For 99% of other businesses they just need to run office, send and receive emails, and maybe run some kind of industry specific cloud based software through a browser. They are already well served by any of the Intel Chips from the past 10 years that can run Windows 10. They don't need cutting edge performance and if you try to tell them to abandon backwards compatibility and reliability to save a few bucks in electricity over the course of the year they will laugh at you because the system going down for just 15 minutes over the course of a year negates any savings with electricity
Their employees are also already severed quite well with the battery life they get with company issued laptops. They run them plugged in at the office, plugged in at home and as long as they can go several hours running them at the local Starbucks every so often they are good
For this market Microsoft and Intel will be well served for decades to come on the current chip platform
For home users it's exactly the same when I built my latest studio PC a few months back I went with an Intel i9. Why wouldn't I? It serves my needs very well and will continue to do so years into the future. I have zero interest in running a laptop in my studio or being locked into a closed wall fruit garden, and I don't give two shits if it uses a few dollars more in the way of electricity over the course of the next year
My old windows PCs from my last several builds live on as Audiogridder Servers also
I just don't see why anyone outside of Apple Fanbois think ARM in and if itself is any threat to Microsoft or Intel. In any scenario and alternative universe, even one where Intel and Microsoft went all in with ARM in the early 1990s with Windows 3.1 and DOS, Amazon and Google would always work to have their own chips in their own servers they build themselves running their own OS
If anything ARM is the riskier play right now when you go 5-10 years out. ARM has been around for 40 years it's not new or disruptive
If you are the Amazon's and Google's of this world your ultimate goal is to run your data centers with the least amount of electricity possible on servers you build yourself running your own Operating System on chips you make and control and that are not beholden to any other entities licensing agreement or IP
They have armies of hardware and software engineers working towards that goal. ARM chips are not their destination just a stop along the way
For 99% of other businesses they just need to run office, send and receive emails, and maybe run some kind of industry specific cloud based software through a browser. They are already well served by any of the Intel Chips from the past 10 years that can run Windows 10. They don't need cutting edge performance and if you try to tell them to abandon backwards compatibility and reliability to save a few bucks in electricity over the course of the year they will laugh at you because the system going down for just 15 minutes over the course of a year negates any savings with electricity
Their employees are also already severed quite well with the battery life they get with company issued laptops. They run them plugged in at the office, plugged in at home and as long as they can go several hours running them at the local Starbucks every so often they are good
For this market Microsoft and Intel will be well served for decades to come on the current chip platform
For home users it's exactly the same when I built my latest studio PC a few months back I went with an Intel i9. Why wouldn't I? It serves my needs very well and will continue to do so years into the future. I have zero interest in running a laptop in my studio or being locked into a closed wall fruit garden, and I don't give two shits if it uses a few dollars more in the way of electricity over the course of the next year
My old windows PCs from my last several builds live on as Audiogridder Servers also
I just don't see why anyone outside of Apple Fanbois think ARM in and if itself is any threat to Microsoft or Intel. In any scenario and alternative universe, even one where Intel and Microsoft went all in with ARM in the early 1990s with Windows 3.1 and DOS, Amazon and Google would always work to have their own chips in their own servers they build themselves running their own OS
If anything ARM is the riskier play right now when you go 5-10 years out. ARM has been around for 40 years it's not new or disruptive
- KVRAF
- 8686 posts since 29 Sep, 2010 from Maui
Well, they can’t just making stuff smaller, the
solution is to increase their number. Arm chips
are better for that.
Of course, there are better solutions for that than Arm.
solution is to increase their number. Arm chips
are better for that.
Of course, there are better solutions for that than Arm.
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- KVRist
- 271 posts since 26 Jun, 2021
Perfect. Well done.IvyBirds wrote: Tue Feb 18, 2025 9:29 pm This is an interesting thread. There seems to be a lot of people pushing the idea computing power per watt is something that anyone outside of large server farms and Data centers gives two shits about
(The whole post. I trimmed for trimming sake.)
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- KVRist
- 271 posts since 26 Jun, 2021
I also wanted to that EVERYONE that made this thread possible too. When I began arguing, I thew a few $K into Intel Common stock at $20.72.
Thank you for funding my GAS for a year (after taxes)
Jamcat: Please provide more of your advice.
Thank you for funding my GAS for a year (after taxes)
Jamcat: Please provide more of your advice.
- KVRAF
- 7849 posts since 2 Sep, 2019
A year ago, Intel stock was over $44. It's been less than half that for the past 6 months. There's been a short term bump over the past week on speculation that Intel is going to be bought out and get converted to stock that isn't junk.
But if the buyout(s) fall through, your stock is going to be worth even less than you paid.
But if the buyout(s) fall through, your stock is going to be worth even less than you paid.
THIS MUSIC HAS BEEN MIXED TO BE PLAYED LOUD SO TURN IT UP
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- KVRAF
- 2948 posts since 24 Nov, 2023
All the new buyers would have to do is promise to build a factory in America and all would be gooduOpt wrote: Wed Feb 19, 2025 1:40 pm I can't image that the US government allows a Intel buyout and split by foreign companies.
- KVRian
- 565 posts since 3 Jan, 2021
I don't think so. It's not about jobs, it is about use of Intel chips in sensitive areas.
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- KVRAF
- 2948 posts since 24 Nov, 2023
The new President has had multiple press conferences with Asian Investment Banks spending Billions on building chips in AmericauOpt wrote: Wed Feb 19, 2025 5:58 pmI don't think so. It's not about jobs, it is about use of Intel chips in sensitive areas.
They won't care is someone buys Intel, keeps the name, and makes them in America, the current Tariff policy is designed to do exactly that, have foreign companies make stuff in America
https://www.reuters.com/technology/japa ... 025-01-22/
