Quote:
Originally Posted by kyussgr
Sorry maybe I misread.... I thought the purpose of YOUR article was to tell us that Intel is losing money 
Now you try to tell me that they are doing ok? |
The purpose of my article was to tell you that Intel won't make as much money as it thought it would, not that it will incur losses. Lower revenue doesn't necessarily mean losses, if the supply beats demand, then there will be loss. But if the supply is timely adjusted with the demand, then there's no loss.
Quote:
Originally Posted by kyussgr
And yes, processors have a self life because when the new generation chips get out people tend to buy the new ones and not the old ones.
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Um, no. Intel's processors can command their market prices for over three generations ahead. You'll still find new Core 2 Duo E8600 priced at its normal $325, and Core i7-870 at its $289 price point, for example.
Even if you argue that "golly, then 'three generations is the shelf life'", then that won't apply to this argument. It only talks about Q4 2011 and 2012 forecast. Plenty of time to digest any excess inventories that Intel has of the chips manufactured around this time.
Quote:
Originally Posted by kyussgr
And Intel has to sell the old ones to the big PC manufacturers at reduced prices to get rid of them. What are you talking about?
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Again, wrong. Seldom does Intel do "clearance sales", especially with OEMs.
Quote:
Originally Posted by kyussgr
Do you think that prices of CPUs in PC shops reflect the prices that big integrators buy them?  |
Actually, PC shops sell "within 3 generations" CPUs at nearly the same prices they commanded when they formed Intel's "current" lineup.