By: Michael S (already5chosen.delete@this.yahoo.com), February 1, 2013 6:41 am
Room: Moderated Discussions
anon (anon.delete@this.anon.com) on February 1, 2013 5:56 am wrote:
> Richard Cownie (tich.delete@this.pobox.com) on February 1, 2013 4:26 am wrote:
> > anon (anon.delete@this.anon.com) on February 1, 2013 1:47 am wrote:
> >
> > > Sure, probably you can. But what you are seeming to say is there is a large amount of gross profit
> > > in the ARM markets that can be invested to rival Intel design and manufacturing. That may be so,
> > > but then you assert that Intel cannot take any of that market share, which is just wrong.
> >
> > I didn't say they can't take that market share. I said they can't take it without a
> > fight, i.e. without building a really good product (which they've been trying to do
> > for some years, without success) *or* accepting low prices to gain share (which
> > doesn't give you much of the profit).
>
> They have been trying with x86, not ARM yet.
>
> You seem to be saying that other companies could make good profits, but Intel inherently cannot.
>
Intel already *was* an undisputed world champion of ARM application processors back when smartphones/tables were still called PDAs. They *could not* convert their lucrative position into good profits.
What's different now?
> Richard Cownie (tich.delete@this.pobox.com) on February 1, 2013 4:26 am wrote:
> > anon (anon.delete@this.anon.com) on February 1, 2013 1:47 am wrote:
> >
> > > Sure, probably you can. But what you are seeming to say is there is a large amount of gross profit
> > > in the ARM markets that can be invested to rival Intel design and manufacturing. That may be so,
> > > but then you assert that Intel cannot take any of that market share, which is just wrong.
> >
> > I didn't say they can't take that market share. I said they can't take it without a
> > fight, i.e. without building a really good product (which they've been trying to do
> > for some years, without success) *or* accepting low prices to gain share (which
> > doesn't give you much of the profit).
>
> They have been trying with x86, not ARM yet.
>
> You seem to be saying that other companies could make good profits, but Intel inherently cannot.
>
Intel already *was* an undisputed world champion of ARM application processors back when smartphones/tables were still called PDAs. They *could not* convert their lucrative position into good profits.
What's different now?