Well, it looks like the Intel Developer Forum might be a bit more subdued next week than usual, with the chipmaker cutting its revenue projections for the third quarter, which ends this month. In a statement announced before Wall Street opened this morning, Chipzilla warned investors that its sales in the third quarter would be …
every time I see the HP ulrabook commerical
"Ultrabook™. Inspired by Intel^H^H^H^H^HApple. Perfected by HP."
PC's are not dying...
The PC market is just not growing like it used to. Millions of PC are sold each month still, and continue to sell. But if it's not double digit growth, then the investors call it dead. Stupid greedy investor types...
And, Nate, no, Apple did not invent the Ultrabook. Much less 99% of everything else they claim.
Luckily Windows 8 will make the masses want to "upgrade" ;)
What about $7 Allwinner A10
It are not only be the tablets that will make Intels life difficult. The Chinese started making mini PC's with Allwinner A10 CPU's. The A10 chips cost $7 each, run Adroid 4.0 with 1-1.5GHz, perfect to run youtube and a webbrowser on the TV or as a cheap workstation.
Compare this to the prices of Intel CPU's. Upgrading the 2.2GHz T4400 CPU in my 3 yr old Lenovo SL510 to one with VT and a few more Hz would cost several times more than the market value of the device. The prices Intel charges to consumer for CPU's are artificial prices.
There is a rumored worldwide economic recession going on
Intel thought they were immune to it, but they are learning otherwise. Their joke of an Ultrabook concept is a total failure with them having to buy every sale with huge amonts of marketing dollars.
Joke of an ultrabook
Quite. Had they mandated a decent screen and not tried to pitch it at 5 times netbook pricing I'd have bought one by now. And that would have added 1 to the sales...
I'm just waiting...
...until they release an EX platform with real PCI-Express v3, SATA3 and USB3 - rather than the cock-up that was Sandy Bridge-EX. Unfortunately, since Ivy Bridge will likely re-use the same chipset and socket as Sandy Bridge, it means we'll have to wait until Q3 2013 before we see a "bug-fixed" Haswell-EX platform with everything "done right". Until then, I don't plan on spending any more cash on the Sandy Bridge-EX or Ivy Bridge-EX platforms.
On the other hand, I do like the Xeon E3s - and I plan to build several mini servers and small workstations around those - but anyone who wants a really powerful workstation is waiting for Haswell, due to the bugs in the current platform - and everyone else is probably already happy with whatever they've got right now.
That's the disadvantage of catering to the consumer end of the market first - they're the very people who probably care least about performance, and will buy whatever happens to be current: Intel is pitching the cutting-edge parts to a market that couldn't care less about them, and starving itself of income from a market that does care about what Intel high-end parts can offer, because Intel is ignoring it.
Apart from anything else, when the gap in performance is narrowed enough between generations, you may lose a lot of Ivy Bridge-EX sales to Haswell Xeon E3s, because people are simply unwilling to wait another 15-18 months for the Haswell-EX to come out after the Xeon E3 is released - and will simply ask themselves if buying a Sandy Bridge-EX is really worth it, when Haswell Xeon E3s will make an appearance very shortly after Ivy Bridge-EX. By waiting just a few months (especially easy as there is usually a change freeze around Christmas in many organisations, which precludes hardware upgrades), they can skip yet another generation - and while it doesn't threaten DP sales or 4-way or 8-way systems, it most certainly does threaten the Xeon E5 UP and high-end desktop UP market.
From a marketing perspective, I never really understood why Intel chose to hamstring their sales in this way. In this day and age, where advances between processor generations are not as easy as the glorious scaling days of the 90s, I never understood why Intel is effectively making its high-end products as uncompelling as possible in comparison to imminent technology releases. Haswell is supposed to be a real leap forward, but Intel should be pushing the high-end platforms first for maximum impact. Instead, Haswell Xeon E3s will simply cannibalise sales of Ivy Bridge-EX.
Neither Intel nor Apple invent the ultrabook or laptop. That honour goes to Bill Moggridge who died today
Re: Bill Moggridge
Bill, however good he was, did not invent the Superslim laptop, he designed and patented the Laptop as we know it today, with a screen folding on top of the Keyboard.
The copyright for the name "Ultrabook" is owned by Intel, and the Patent for a super slim laptop in the style of the Macbook Air, has been deposed by Apple but hasn't been approved yet.
Since when does an incorrect guess == "lost revenues"
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