• We've upgraded our forums. Please post any issues/requests in this thread.

Firm Thinks More Factors Than HDD Shortage Behind Intel's Reduced Q4 Revenue Forecast

btarunr

Editor & Senior Moderator
Staff member
Joined
Oct 9, 2007
Messages
34,335 (9.23/day)
Likes
17,427
Location
Hyderabad, India
System Name Long shelf-life potato
Processor Intel Core i7-4770K
Motherboard ASUS Z97-A
Cooling Xigmatek Aegir CPU Cooler
Memory 16GB Kingston HyperX Beast DDR3-1866
Video Card(s) 2x GeForce GTX 970 SLI
Storage ADATA SU800 512GB
Display(s) Samsung U28D590D 28-inch 4K
Case Cooler Master CM690 Window
Audio Device(s) Creative Sound Blaster Recon3D PCIe
Power Supply Corsair HX850W
Mouse Razer Abyssus 2014
Keyboard Microsoft Sidewinder X4
Software Windows 10 Pro Creators Update
#1
Nomura Equity Research, an investment broker, recons that factors other than, and more significant than hard disk drive (HDD) shortage caused due to the recent Thailand floods affecting HDD manufacturing, are behind Intel's reduced Q4 forecast. Earlier this week, Intel shaved off close to a billion dollars from its Q4 Revenue Guidance, leveling the blame on HDD shortages, as HDD is a near-indispensable component in manufacture and assembly of a vast majority of PCs. Nomura Equity Research thinks "weak sell-through" is that other factor.

Show full news post
 
Joined
Jul 1, 2011
Messages
137 (0.06/day)
Likes
14
System Name Matar Extreme PC.
Processor Intel Core i7-3930K Six Core CPU @4.1GHZ
Motherboard Gigabyte x79-ud3 Motherboard + Wifi & bluetooth
Cooling Corsair H-80i with Arctic Coolling MX-4
Memory 32GB Corsair 1600MHZ Quad Channel memory
Video Card(s) 2x Evga GTX 560 Ti 2GB edition SC in SLi + GT740 SC 2GB for physx
Storage 2x Samsung 840 250GB each SSD RAID0= 500Gb + 3TB Seagate for Storage
Display(s) Dell U3008 30" Monitor 2560x1600 with Dell Soundbar
Case Corsair Graphite 600T Black With clear Side window
Audio Device(s) Sound Blaster X-Fi Xtreme
Power Supply Ultra X4 1050 Watts Modular PSU
Mouse Logitech M500 Lazer Mouse
Keyboard Logitech G19 - Xbox 360 controller
Software Windows 10 Home X64
Benchmark Scores http://www.3dmark.com/3dm11/7710312 https://www.youtube.com/user/matttttar/videos
#2
Always blaming it on someone else...:banghead:
 
Joined
Apr 4, 2008
Messages
4,659 (1.32/day)
Likes
1,009
System Name Obelisc
Processor i7 3770k @ 4.8 GHz
Motherboard Asus P8Z77-V
Cooling H110
Memory 16GB(4x4) @ 2400 MHz 9-11-11-31
Video Card(s) GTX 780 Ti
Storage 850 EVO 1TB, 2x 5TB Toshiba
Case T81
Audio Device(s) X-Fi Titanium HD
Power Supply EVGA 850 T2 80+ TITANIUM
Software Win10 64bit
#4
Probably spent too much cash on trying to sell a workstation platform to consumers. Wish they'd pack it in already. 1150 is going to walk all over 2011 in all but what, like 5 programs? If you need those 5 then get a damn server board. It made sense with 1366. It came first after all, but not this time.
 
Joined
Jul 1, 2011
Messages
137 (0.06/day)
Likes
14
System Name Matar Extreme PC.
Processor Intel Core i7-3930K Six Core CPU @4.1GHZ
Motherboard Gigabyte x79-ud3 Motherboard + Wifi & bluetooth
Cooling Corsair H-80i with Arctic Coolling MX-4
Memory 32GB Corsair 1600MHZ Quad Channel memory
Video Card(s) 2x Evga GTX 560 Ti 2GB edition SC in SLi + GT740 SC 2GB for physx
Storage 2x Samsung 840 250GB each SSD RAID0= 500Gb + 3TB Seagate for Storage
Display(s) Dell U3008 30" Monitor 2560x1600 with Dell Soundbar
Case Corsair Graphite 600T Black With clear Side window
Audio Device(s) Sound Blaster X-Fi Xtreme
Power Supply Ultra X4 1050 Watts Modular PSU
Mouse Logitech M500 Lazer Mouse
Keyboard Logitech G19 - Xbox 360 controller
Software Windows 10 Home X64
Benchmark Scores http://www.3dmark.com/3dm11/7710312 https://www.youtube.com/user/matttttar/videos
#5
Always blaming it on someone else.
Intel X79 LGA2011 is the problem.
x79 motheboards is By far NO NO way near of the X58 when it was Released.
 

btarunr

Editor & Senior Moderator
Staff member
Joined
Oct 9, 2007
Messages
34,335 (9.23/day)
Likes
17,427
Location
Hyderabad, India
System Name Long shelf-life potato
Processor Intel Core i7-4770K
Motherboard ASUS Z97-A
Cooling Xigmatek Aegir CPU Cooler
Memory 16GB Kingston HyperX Beast DDR3-1866
Video Card(s) 2x GeForce GTX 970 SLI
Storage ADATA SU800 512GB
Display(s) Samsung U28D590D 28-inch 4K
Case Cooler Master CM690 Window
Audio Device(s) Creative Sound Blaster Recon3D PCIe
Power Supply Corsair HX850W
Mouse Razer Abyssus 2014
Keyboard Microsoft Sidewinder X4
Software Windows 10 Pro Creators Update
#6
So lets see if i got it right.....

AMD produces bulldozer which becomes a sellout success :eek: and
Intel produces i5 and i7 and has revenue problems......:twitch:

Yeah baby! :D
That's because Bulldozer wasn't even produced in numbers that amount to 1% of Intel's production.
 

erocker

Senior Moderator
Staff member
Joined
Jul 19, 2006
Messages
42,380 (10.17/day)
Likes
18,023
Processor Intel i7 8700k
Motherboard Gigabyte z370 AORUS Gaming 7
Cooling Water
Memory 16gb G.Skill 4000 MHz DDR4
Video Card(s) Evga GTX 1080
Storage 3 x Samsung Evo 850 500GB, 1 x 250GB, 2 x 2TB HDD
Display(s) Nixeus EDG27
Case Thermaltake X5
Power Supply Corsair HX1000i
Mouse Zowie EC1-B
Software Windows 10
#7
Now would be a great time to ramp up SSD production and give mechanical storage a run for its money.
 

btarunr

Editor & Senior Moderator
Staff member
Joined
Oct 9, 2007
Messages
34,335 (9.23/day)
Likes
17,427
Location
Hyderabad, India
System Name Long shelf-life potato
Processor Intel Core i7-4770K
Motherboard ASUS Z97-A
Cooling Xigmatek Aegir CPU Cooler
Memory 16GB Kingston HyperX Beast DDR3-1866
Video Card(s) 2x GeForce GTX 970 SLI
Storage ADATA SU800 512GB
Display(s) Samsung U28D590D 28-inch 4K
Case Cooler Master CM690 Window
Audio Device(s) Creative Sound Blaster Recon3D PCIe
Power Supply Corsair HX850W
Mouse Razer Abyssus 2014
Keyboard Microsoft Sidewinder X4
Software Windows 10 Pro Creators Update
#9
It doesn't matter if you produce millions of chips.... if you don't sell then you lose money..... Sorry :D
That doesn't beat my argument.
 

kyussgr

New Member
Joined
Nov 28, 2011
Messages
30 (0.01/day)
Likes
8
Location
Athens, Greece
#10
That doesn't beat my argument.
What I meant is that if you are losing money.... then you are losing money.... :D
The issue is not who produces more.... The issue is who makes profit.....

You say that Intel produces more chips but has problems selling them.
On the other hand AMD produces less chips but sells them all (at pretty much the same price as Intel) and makes profit (despite the fact that they are crappy,)...

or it is because they are paying girl bands to promote their chips in Asia.

Check out these youtube links (this is promotion for sandybridge) go to the end of the song where the girls sing the Intel tune.... The other link is the girls singing the song on the sandybridge unveiling......

http://www.youtube.com/watch?v=fSQwCK_8VSM

http://www.youtube.com/watch?v=VE-jXOVyk6s
 
Last edited by a moderator:

btarunr

Editor & Senior Moderator
Staff member
Joined
Oct 9, 2007
Messages
34,335 (9.23/day)
Likes
17,427
Location
Hyderabad, India
System Name Long shelf-life potato
Processor Intel Core i7-4770K
Motherboard ASUS Z97-A
Cooling Xigmatek Aegir CPU Cooler
Memory 16GB Kingston HyperX Beast DDR3-1866
Video Card(s) 2x GeForce GTX 970 SLI
Storage ADATA SU800 512GB
Display(s) Samsung U28D590D 28-inch 4K
Case Cooler Master CM690 Window
Audio Device(s) Creative Sound Blaster Recon3D PCIe
Power Supply Corsair HX850W
Mouse Razer Abyssus 2014
Keyboard Microsoft Sidewinder X4
Software Windows 10 Pro Creators Update
#11
What I meant is that if you are losing money.... then you are losing money.... :D
The issue is not who produces more.... The issue is who makes profit.....

You say that Intel produces more chips but has problems selling them.
On the other hand AMD produces less chips but sells them all (at pretty much the same price as Intel) and makes profit (despite the fact that they are crappy,)...
Again, flawed argument. You're assuming that all AMD does is sell Bulldozer. Read up Q4 forecasts of both AMD and Intel (refer to AMD's Q3 results for Q4 forecast). Bulldozer maybe a sellout, but that's also because it's produced in very small quantities to begin with (because GloFo 32 nm is still teething). Bulldozer isn't contributing to AMD's Q4 Forecasts much.

Also, you're assuming that processors have a shelf life (like cakes and cookies), and that if they don't sell, Intel loses all the money spent in making it. That's not true. If it doesn't sell now, it will sell later, and Intel will adjust production (and introduction of new products) according to inventories.
 
Joined
Aug 17, 2009
Messages
2,553 (0.84/day)
Likes
1,013
Location
United States
System Name Aluminum Mallard
Processor Intel i7 940
Motherboard ASUS Rampage III: Gene
Cooling Noctua C-12P
Memory 6GB Corsair Dominator DDR3
Video Card(s) ASUS HD5870
Storage OCZ Vertex 2 60GB SSD, 2 x Seagate Barracuda 7200.12 in RAID0
Display(s) HP w2338h
Case Corsair 700D
Audio Device(s) On Board
Power Supply Corsair TX850
Software Win7 Ult 64 bit
Benchmark Scores 31 FPS in Dalaran.
#12
Hi Intel, I'm the global recession. Nice to meet you.
 

kyussgr

New Member
Joined
Nov 28, 2011
Messages
30 (0.01/day)
Likes
8
Location
Athens, Greece
#13
Again, flawed argument. You're assuming that all AMD does is sell Bulldozer. Read up Q4 forecasts of both AMD and Intel (refer to AMD's Q3 results for Q4 forecast). Bulldozer maybe a sellout, but that's also because it's produced in very small quantities to begin with (because GloFo 32 nm is still teething). Bulldozer isn't contributing to AMD's Q4 Forecasts much.

Also, you're assuming that processors have a shelf life (like cakes and cookies), and that if they don't sell, Intel loses all the money spent in making it. That's not true. If it doesn't sell now, it will sell later, and Intel will adjust production (and introduction of new products) according to inventories.
Sorry maybe I misread.... I thought the purpose of YOUR article was to tell us that Intel is losing money:D
Now you try to tell me that they are doing ok?:D

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. 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?
Do you think that prices of CPUs in PC shops reflect the prices that big integrators buy them?:slap:

Also in MY Managerial World if you are a million off you prediction, selling a good product, you are close to getting fired. If you are a billion off your prediction, selling a good product.........
In My Managerial World if you manage to sell-out an inferior product you are a hero (especially if the product got so much bad press). The fact that you should have produced a good product is another story....

Anyway I made a short comment..... and this has become a war of attrition.... :shadedshu
Why don't you watch the youtube videos with the Intel girlies and relax a little;)
 
Last edited:

btarunr

Editor & Senior Moderator
Staff member
Joined
Oct 9, 2007
Messages
34,335 (9.23/day)
Likes
17,427
Location
Hyderabad, India
System Name Long shelf-life potato
Processor Intel Core i7-4770K
Motherboard ASUS Z97-A
Cooling Xigmatek Aegir CPU Cooler
Memory 16GB Kingston HyperX Beast DDR3-1866
Video Card(s) 2x GeForce GTX 970 SLI
Storage ADATA SU800 512GB
Display(s) Samsung U28D590D 28-inch 4K
Case Cooler Master CM690 Window
Audio Device(s) Creative Sound Blaster Recon3D PCIe
Power Supply Corsair HX850W
Mouse Razer Abyssus 2014
Keyboard Microsoft Sidewinder X4
Software Windows 10 Pro Creators Update
#14
Sorry maybe I misread.... I thought the purpose of YOUR article was to tell us that Intel is losing money:D
Now you try to tell me that they are doing ok?:D
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.

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.
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.

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?
Again, wrong. Seldom does Intel do "clearance sales", especially with OEMs.

Do you think that prices of CPUs in PC shops reflect the prices that big integrators buy them?:slap:
Actually, PC shops sell "within 3 generations" CPUs at nearly the same prices they commanded when they formed Intel's "current" lineup.
 
Joined
Oct 31, 2008
Messages
920 (0.28/day)
Likes
224
Location
Portland, OR
Processor AMD FX-8350
Motherboard Asus M5A99X Evo
Cooling Noctua
Memory 16GB G.SKILL Sniper DDR3 1866
Video Card(s) EVGA 980ti FTW
Storage (OS)Samsung 950 Pro (512GB), (Data) WD Reds
Display(s) 24" Dell UltraSharp U2412M
Case Fractal Design Define R4
Audio Device(s) Sennheiser GAME ONE
Power Supply Corsair HX750i
Mouse Mionix Castor
Keyboard Deck Hassium Pro
Software Windows 7 Pro x64
#15
Joined
Oct 16, 2009
Messages
510 (0.17/day)
Likes
73
Location
UK South
System Name AMD FX
Processor AMD FX 8350 @ 4.8Ghz
Motherboard Asus Sabretooth 990FX R2.0
Cooling Corsair H100
Memory 16GB Corsair Vegance 1866
Video Card(s) AMD HD7970 Gigabyte
Storage Sandisk Extreme SSD, 500gb SG Sata
Display(s) Samsung 2333sw
Case HAF 922
Audio Device(s) Realtek HD Audio
Power Supply Thermaltake Toughpower 750w
Software Windows 10 Professional x64
#16
dam why dont we have adverts like that over here, i could watch that all day...lol

intel should do a bundle deal i5 + asian girl = sold out

AMD dont seem to be producing many bulldozers 8120/8150 (maybe bad yeilds), its very hard to find any in stock as i have afew customers who want one, nobody knows exactly how many they are selling but ive never seen it so hard to find a cpu in stock, i dont think they are selling that many just not producing very many.
ive also built alot of intel i5 2500k systems in the last few months, so i dont think intel will be losing money just not making as much as they wanted.
 
Joined
Oct 2, 2004
Messages
12,365 (2.56/day)
Likes
5,816
Location
Europe\Slovenia
System Name Dark Silence 2
Processor Intel Core i7 5820K @ 4.5 GHz (1.15V)
Motherboard MSI X99A Gaming 7
Cooling Cooler Master Nepton 120XL
Memory 32 GB DDR4 Kingston HyperX Fury 2400 MHz @ 2666 MHz 15-15-15-32 1T (1.25V)
Video Card(s) AORUS GeForce GTX 1080Ti 11GB (1950/11000 OC Mode)
Storage Samsung 850 Pro 2TB SSD (3D V-NAND)
Display(s) ASUS VG248QE 144Hz 1ms (DisplayPort)
Case Corsair Carbide 330R Titanium
Audio Device(s) Creative Sound BlasterX AE-5 + Altec Lansing MX5021 (HiFi capacitors and OPAMP upgrade)
Power Supply BeQuiet! Dark Power Pro 11 750W
Mouse Logitech G502 Proteus Spectrum
Keyboard Cherry Stream XT Black
Software Windows 10 Pro 64-bit (Fall Creators Update)
#17
Maybe because Intel drives costs as much as those super speed 500MB/s drives, yet they perform far worse?
 

kyussgr

New Member
Joined
Nov 28, 2011
Messages
30 (0.01/day)
Likes
8
Location
Athens, Greece
#18
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.



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.



Again, wrong. Seldom does Intel do "clearance sales", especially with OEMs.



Actually, PC shops sell "within 3 generations" CPUs at nearly the same prices they commanded when they formed Intel's "current" lineup.
Let me tell once again....;)

The prices that you see in shops are not the prices that big integrators buy the chips for.
The fact that your neighborhood's PC Store has a couple of core duos and keeps its prices up awaiting for a victim is one thing. A big integrator will buy these old chips by the thousands and produce these cheap ass machines that you see costing 400 dollars. Dell won't give 300US for a Core2duo... Come on....:D

Another thing from a managers perspective... Even smaller companies than Intel DO NOT TOLERATE reduction in revenue. This is considered a failure. The company is a Billion off its sales target and you say that this will not result in a loss?... :banghead:

:shadedshu:shadedshu:shadedshu:shadedshu
 
Joined
Sep 15, 2011
Messages
978 (0.43/day)
Likes
215
Location
coast ,melbourne
System Name THE MEDIAMACHINE
Processor i5-3570k
Motherboard Asus gene v z-77 matx.
Cooling Antec h20 620
Memory 2x4gb g.skill ripjaws z 2400
Video Card(s) h.i.s radeon 7950 reference 3 gb- hooray!!!
Storage samsung 128gb~830 ssd. samsung 500gb hdrive.
Display(s) 22 inch tele.
Case circa 1996 grey rat box with no sides front.until my own is finished
Audio Device(s) inbuilt creative.supreme effects 3
Power Supply thermaltake tt-500w
Software win 7 x64-
Benchmark Scores Coming soon
#19
I got to chime in and say, socket 2011 is ridiculously expensive, what were they thinking, if im going to pay 600$ instead of 300$ for a cpu, then it should be twice as powerful yes? otherwise, whats the point,what were they thinking? the bigger they get, the harder they fall i suppose,

Maybe many companies out there in the business are sick of intels monopoly , could be a part of it, they may be colluding to suruptitiously squeeze intel out, albeit done in such a way that its incremental and imperceptible maybe.just a thought.
 
Joined
Aug 17, 2009
Messages
2,553 (0.84/day)
Likes
1,013
Location
United States
System Name Aluminum Mallard
Processor Intel i7 940
Motherboard ASUS Rampage III: Gene
Cooling Noctua C-12P
Memory 6GB Corsair Dominator DDR3
Video Card(s) ASUS HD5870
Storage OCZ Vertex 2 60GB SSD, 2 x Seagate Barracuda 7200.12 in RAID0
Display(s) HP w2338h
Case Corsair 700D
Audio Device(s) On Board
Power Supply Corsair TX850
Software Win7 Ult 64 bit
Benchmark Scores 31 FPS in Dalaran.
#20
Let me tell once again....;)

The prices that you see in shops are not the prices that big integrators buy the chips for.
The fact that your neighborhood's PC Store has a couple of core duos and keeps its prices up awaiting for a victim is one thing. A big integrator will buy these old chips by the thousands and produce these cheap ass machines that you see costing 400 dollars. Dell won't give 300US for a Core2duo... Come on....:D

Another thing from a managers perspective... Even smaller companies than Intel DO NOT TOLERATE reduction in revenue. This is considered a failure. The company is a Billion off its sales target and you say that this will not result in a loss?... :banghead:

:shadedshu:shadedshu:shadedshu:shadedshu
You need to calm down a little bit. Like for real.
 

kyussgr

New Member
Joined
Nov 28, 2011
Messages
30 (0.01/day)
Likes
8
Location
Athens, Greece
#21
You need to calm down a little bit. Like for real.
I am the calmest and the most patient person that you will ever know.

He tells me that I don't know which is the difference between cookies and CPUs? He is the great analyst with the insiders knowledge? He knows how Intel operates? It is ok to be a billion off your sales target and this can be fixed by adjusting production?

No my friend it is he that he has to calm down. I am calm and drinking my coffee:D
 

btarunr

Editor & Senior Moderator
Staff member
Joined
Oct 9, 2007
Messages
34,335 (9.23/day)
Likes
17,427
Location
Hyderabad, India
System Name Long shelf-life potato
Processor Intel Core i7-4770K
Motherboard ASUS Z97-A
Cooling Xigmatek Aegir CPU Cooler
Memory 16GB Kingston HyperX Beast DDR3-1866
Video Card(s) 2x GeForce GTX 970 SLI
Storage ADATA SU800 512GB
Display(s) Samsung U28D590D 28-inch 4K
Case Cooler Master CM690 Window
Audio Device(s) Creative Sound Blaster Recon3D PCIe
Power Supply Corsair HX850W
Mouse Razer Abyssus 2014
Keyboard Microsoft Sidewinder X4
Software Windows 10 Pro Creators Update
#22
Let me tell once again....;)

The prices that you see in shops are not the prices that big integrators buy the chips for.
No shit sherlock. As if any post of mine reflected that I didn't know that.

On the other hand, your getting excited over Bulldozer getting sold out at a time Intel is reducing its forecasts (which is in no way an indication of loss), shows that you have no clue about how the supply chain or markets work. It's not that AMD is doing good at a time when Intel is not. AMD's Bulldozer volumes don't even amount to 1% of Intel's volumes. AMD's market cap isn't even a few percent that of Intel.

AMD produced very less to begin with (because of 32 nm foundry problems), sold out whatever little it produced, and got the token "sold out, hip hip hooray" distinction for people like you to get excited over.

The fact that your neighborhood's PC Store has a couple of core duos and keeps its prices up awaiting for a victim is one thing.
It's not just my neighbourhood store, but any major retailer in any continent.

$285~$320 /1000uq is the current channel pricing. The price Dell has to pay Intel if it wants Core 2 Duo E8600.

A big integrator will buy these old chips by the thousands and produce these cheap ass machines that you see costing 400 dollars.
Yeah, but those are with >3 generations old chips. Such retailers will make a killing out of 65 nm Conroe Core 2 Duo chips, those too, with E4000, low-end E6000 chips. But channel prices shoot up just one generation ahead (Wolfdale-3M and -6M).

Dell won't give 300US for a Core2duo... Come on....
If it has orders for a specific model with Core 2 Duo, it will have to pay that much. Even today. Conventional logic doesn't apply in the channel.
 

lashton

New Member
Joined
Sep 24, 2010
Messages
63 (0.02/day)
Likes
5
#23
That's because Bulldozer wasn't even produced in numbers that amount to 1% of Intel's production.
In think btarunr has lost the plot, check GF production records for BD and they produced ALOT and i mean ALOT of BD chips, the Investment brokers dont know why Intel made a loss, but great to see AMD can make a crappy (speedwise) processor and make a profit, and intel cant haha
 
Last edited: