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Despite Estimates Cuts, Analyst Bets on Haswell Success

Discussion in 'News' started by btarunr, Sep 10, 2012.

  1. btarunr

    btarunr Editor & Senior Moderator Staff Member

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    Following last Friday's Q3 outlook lowering by Intel, market punters such as Merrill Lynch cut estimates. Vivek Arya, an analyst with the firm, cut its Q3 and Q4 estimates for Intel, while remaining optimistic about upcoming processes in the company's pitched battle with ARM in the lightweight SoC segment. Arya believes that with upcoming technologies, Intel has a fighting chance against ARM heavyweights. Said Arya in his report:

    Arya appears to be particularly optimistic about Intel's next-generation "Haswell" micro-architecture, which will be unveiled at IDF, later this week. Haswell is a brand new micro-architecture built on the company's refined 22 nanometer silicon fabrication process:

    Source: Barron's
  2. v12dock

    v12dock

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    Chipping away in the mobile market is something I would not bet on
  3. james888

    james888

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    Twice the performance in graphics. Probably pushed the numbers a bit, but still a huge jump.
    Crunching for Team TPU
  4. RejZoR

    RejZoR

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    It's like saying we turbocharged the Moskvich so it has twice the power! But in the end of the day, it's still crap even with that...
    HalfAHertz says thanks.
  5. Syborfical New Member

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    Intel and AMD have helped kill

    Dec Alpha
    Mips
    Pa-Risc
    Intel 860...

    Amd helped alot with there 64bit X86
    Intel helped with there itanium.

    Rather than try and just dominate the Chip market why dosn't intel take its head of of its backside and help....


    I think intel will be fine...

    Although if I could get a desktop board and drop in an arm cpu Id almost say good bye to X86.
  6. munchroom New Member

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    :confused: Most of those words mean things, but in that order they don't.

    intel, like any company is in it to make money they never set out to "kill" other businesses, mips is still alive and well, DEC collapsed because of mismanagement and all the good bits from alpha were taken by intel and amd anyway. Pa-risc was to expensive for HP to maintain and intel's own risc experiment was just that.
    robn says thanks.
  7. Inceptor

    Inceptor

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    The ARM Cortex A15 architecture will only be approaching the low end desktop performance range, with a quad core, at its higher end clocks (2.0 - 2.5 Ghz). Still 32 bit though.
    64 bit ARM (v8), is not yet available; probably another 2 years.

    If Intel can produce something with low power consumption, then a Haswell based Atom could be a serious competitor for ARM.
  8. int_21h New Member

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    Get Ready

    Be careful. Intel certainly had a very modest first release into the mobile arena, but they have VERY deep pockets, and the ability (and capacity) to have a huge impact. The other chip makers better be ready for what Intel can do.
  9. D007

    D007

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    Lol it's like every new gpu release.. They always scream how it doubles and triples performance.. But it never does.. XD
  10. TheGuruStud

    TheGuruStud

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    Intel is using bulk (crap) finfet and shrinking it even more is going to suck hard, but outlook is good? Okay, as long as the outlook doesn't go pass 22 (or more like 26 :|).

    Fab costs are going to skyrocket in a couple more nodes and intel having tons of fabs isn't going to be a plus for investors.

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