By: Per Hesselgren (grabb1948.delete@this.passagen.se), February 3, 2013 12:08 pm
Room: Moderated Discussions
Richard Cownie (tich.delete@this.pobox.com) on February 3, 2013 6:06 am wrote:
> anon (anon.delete@this.anon.com) on February 2, 2013 10:19 pm wrote:
>
> > And x86 simply may not be able to compete in this space. But if it is a profitable market
> > to manufacture for, that will not stop Intel because they have other options.
>
> It's notable that you've argued this length without ever a) presenting any
> numbers at all; and b) suggesting what Intel's hypothetical vastly profitable
> product might look like. You have faith. But nothing to back it up.
>
> > > Not just revenue, but gross profit. Selling 100M Medfields at 0% margin wouldn't
> > > help ... selling 100M Medfields with $2 margin on each wouldn't help much.
> >
> > Ah, you've cottoned on to high revenue and high gross profit, finally.
>
> 100M Medfields at $2 profit wouldn't be "high gross profit" compared to Intel's
> x86 products. 100M Medfields at $10 profit would start to get interesting.
> But that is implausible because very good smartphone chips are selling at now, and still rapidly getting cheaper.
>
What is a bit confusing regarding ARM is all cache alternatives: no cache, only L1 cache, L2=512 or 1024. This has of course infuense on energy consumption. So $20 is that with L2=1024 or..?
> anon (anon.delete@this.anon.com) on February 2, 2013 10:19 pm wrote:
>
> > And x86 simply may not be able to compete in this space. But if it is a profitable market
> > to manufacture for, that will not stop Intel because they have other options.
>
> It's notable that you've argued this length without ever a) presenting any
> numbers at all; and b) suggesting what Intel's hypothetical vastly profitable
> product might look like. You have faith. But nothing to back it up.
>
> > > Not just revenue, but gross profit. Selling 100M Medfields at 0% margin wouldn't
> > > help ... selling 100M Medfields with $2 margin on each wouldn't help much.
> >
> > Ah, you've cottoned on to high revenue and high gross profit, finally.
>
> 100M Medfields at $2 profit wouldn't be "high gross profit" compared to Intel's
> x86 products. 100M Medfields at $10 profit would start to get interesting.
> But that is implausible because very good smartphone chips are selling at now, and still rapidly getting cheaper.
>
What is a bit confusing regarding ARM is all cache alternatives: no cache, only L1 cache, L2=512 or 1024. This has of course infuense on energy consumption. So $20 is that with L2=1024 or..?
