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Crossroads for Intel

pillageplunder writes "Businessweek offers a pretty balanced read on what challenges Intel faces in the upcoming year. Rivals Samsung and AMD are making inroads on Intels core businesses, an expected cyclical industry downturn looms next year, and with several critical delays in new (for Intel) markets puts its strategy at risk. A neat read."

11 of 123 comments (clear)

  1. Is it a neat read... by Ghoser777 · · Score: 3, Insightful

    because it paints a major decline in the Intel empire, or because it actually has insightful commentary and information?

    And yes, I didn't RTFA.

    Matt Fahrenbacher

    --
    James Tiberius Kirk: "Spock, the women on your planet are logical. No other planet in the galaxy can make that claim."
  2. Hmmmm by antifoidulus · · Score: 5, Insightful

    problems at Intel, problems at Microsoft. Could it be that some companies just get too big for their own good?
    Happened to other comanies, just look at US Steel, in 1918 they represented 3% of the GDP of the US, but they got too big, and eventually competetitors, both at home and abroad ate up most of that.

    1. Re:Hmmmm by Anonymous Coward · · Score: 5, Insightful

      Not really comperable. Steel is a generic product where there's little brand loyalty, and essentially no product differentiation. Microsoft and Intel, on the other hand, make products that no one can make directly--you can compete with similar products, but some shop in Taiwan can't turn out Pentium IV's.

  3. Still... by StevenHenderson · · Score: 4, Insightful

    As long as Dell is almost exclusively Intel, then they ought to be just fine. It is Intel's exclusivity agreements that will sustain them in times like these, I'd wager. (Yes, I know Intel's problems aren't just in the desktop market, but I like to over-generalize).

  4. Re:Maybe I'll do my part next year... by Timesprout · · Score: 2, Insightful

    I would like them to only release chips within a regularly defined cycle of say 500Mhz speed increases rather than release every improvement they can squeeze out of the chip. I think people would find it easier to plan and commit to a purchase this way. I think processors are fast enough now to handle the needs of the vast majority and theres not a great deal to be gained by flooding the market with differerent processor speeds and people _always_ waiting to maybe purchase the next small incremental release.

    --
    Do not try to read the dupe, thats impossible. Instead, only try to realize the truth
    What truth?
    There is no dupe
  5. Lack of vision by Anonymous Coward · · Score: 3, Insightful

    Intel has made some pretty big mistakes over the recent years, in some cases going against common sense:

    RDRAM, Itanium, 64-bit extensions for x86, frequency as sole measure of performance, ...

    It should be no surprise that now Intel's future is clouded. They have no one to blame but themselves.

    1. Re:Lack of vision by joib · · Score: 2, Insightful


      The biggest fiasco for Intel was the Itanium project, which showed while it was a technically-excellent CPU it also exposed the big problem of lack of software to support the CPU.


      I wouldn't say excellent. Itanium is a somewhat competetive cpu in the high end market, but it's far from the original goals of running in circles around the competition. Not to mention that currently Sun and IBM are selling dual-core cpu:s, which Intel isn't.

      As I see it, Itanium was a very interesting experiment in cpu architecture, that in the end really wasn't enough better than the status quo.


      Meanwhile, AMD brought new life to the X86 architecture with a modern developed from scratch CPU design using the Athlon CPU core.


      AMD is not alone. Ever since the original Pentium, Intels own x86 cpu:s have essentially been RISC processors inside, just like the Athlon.


      Note that AMD's CPU's have truly impressive performance per CPU clock cycle, and AMD's decision to move the memory controller onto the CPU die with the Opteron/Athlon 64 CPU's allows AMD to match the performance of the latest Intel Pentium 4 CPU's without Intel's need to run very high CPU clock speeds.


      I agree, I think Intel made a big mistake by focusing on maximizing clock speed for the P4. Apparently they didn't foresee the rising importance of power consumption (and associated cooling).

  6. Re:Maybe I'll do my part next year... by joib · · Score: 3, Insightful


    I would like them to only release chips within a regularly defined cycle of say 500Mhz speed increases rather than release every improvement they can squeeze out of the chip. I think people would find it easier to plan and commit to a purchase this way. I think processors are fast enough now to handle the needs of the vast majority and theres not a great deal to be gained by flooding the market with differerent processor speeds and people _always_ waiting to maybe purchase the next small incremental release.


    Umm, no. That wouldn't be a very good idea. The reason, in short, is price discrimination. By having a wide variety of products, they can better milk the customers. And the customers win too, since they can choose which product best matches their requirement. It's a win-win situation, so to speak.

  7. What do you hear.... by zogger · · Score: 2, Insightful

    ...from customers when they are new computer shopping? Are they adding primarily new boxes to what they are already running, or are they upgrading what they have? If it's upgrading, why are they upgrading?

    I'm asking the latter because it seems like computers got "good enough" for most business purposes already. But I don't *know* that, it just seems so. Is it really just because of the way business taxes are structured?

  8. x86 architecture still alive thanks to AMD. by MtViewGuy · · Score: 4, Insightful

    Actually, the x86 CPU architecture is still alive thanks to a company called AMD. :-)

    AMD's groundbreaking Athlon CPU core is far superior to what Intel has, and the Athlon XP showed that you don't need ridiculous clock speeds to get superior overall CPU performance, thanks to the the combination of the very efficient Athlon CPU core and generous on-die L1/L2 CPU memory caches. AMD's decision to put the memory controller onto the CPU die with the Opteron/Athlon 64 CPU's also demonstrates how to get superior CPU performance without running high CPU clock speeds like Intel needs to do with the Pentium 4 CPU's.

  9. Making inroads? AMD Defeated Intel. HOW? by Anonymous Coward · · Score: 2, Insightful

    Remember when Intel followed AMD's 5 - 10 year chip naming using a number to identify the chip rather than using the raw MHZ speed? Yes, that was this year. Yes, that was Intel realizing that it ain't about how big it is, it's how you use it.

    And AMD has been my choice, as well as my companies choice, since 95. For almost 10 years AMD has been the cheaper, faster alternative, duplicating everything the Pentium has done and recently defeating it in most speed tests, forcing Intel to panic by releasing "Super Extreme Hyper-Upper-Cut" editions of thier Pentium four just to MEET the already released AMD 64 bit chips running on 32 bit technology.

    Thusly, it isn't that AMD (and Samsung??) is making inroads - they're in the lead, and Intel has been panicking for years.