By: Richard Cownie (tich.delete@this.pobox.com), January 31, 2013 7:36 pm
Room: Moderated Discussions
Richard Cownie (tich.delete@this.pobox.com) on January 31, 2013 7:16 pm wrote:
> > Other competitors also need to sell it at a healthy margin if they are supposed to generate
> > enough gross profit to be able to invest in competing with Intel in mfg and design.
>
> Qualcomm and Samsung are doing pretty well.
Qualcomm made $1.9B profit in the last quarter. I'd think you could fund a
pretty good ARM-based server development for $500M or so (in the same ballpark
as Apple's internal ARM core/SoC effort). That seems quite feasible in relation
to the profits being made by Qualcomm and others; and possibly worthwhile to
get a chunk of a rapidly-growing $10B/year market for server cpus.
> > Other competitors also need to sell it at a healthy margin if they are supposed to generate
> > enough gross profit to be able to invest in competing with Intel in mfg and design.
>
> Qualcomm and Samsung are doing pretty well.
Qualcomm made $1.9B profit in the last quarter. I'd think you could fund a
pretty good ARM-based server development for $500M or so (in the same ballpark
as Apple's internal ARM core/SoC effort). That seems quite feasible in relation
to the profits being made by Qualcomm and others; and possibly worthwhile to
get a chunk of a rapidly-growing $10B/year market for server cpus.