Intel is booming financially. Things have never been better for them in that respect. They have every opportunity to fix their mess.
So was RIM in 2010. Profits are a trailing indicator. The PC market is really small compared to the mobile market and declining. While Apple only has 10% of the overall market, it has a much higher percentage of high end personal computers and Intel is about to lose Apple as a customer.
PCs also are having longer refresh cycles. What does “recovery” look like? PC sells going up? That’s not going to happen.
They still have the server market while that is probably growing, Amazon is pushing its own ARM processors hard and MS and Google can’t be too far behind.
So was RIM in 2010. Profits are a trailing indicator. The PC market is really small compared to the mobile market and declining. While Apple only has 10% of the overall market, it has a much higher percentage of high end personal computers and Intel is about to lose Apple as a customer.
PCs also are having longer refresh cycles. What does “recovery” look like? PC sells going up? That’s not going to happen.
They still have the server market while that is probably growing, Amazon is pushing its own ARM processors hard and MS and Google can’t be too far behind.