The decline of Intel

By: anon (anon.delete@this.anon.com), September 30, 2013 6:00 pm
Room: Moderated Discussions
RichardC (tich.delete@this.pobox.com) on September 30, 2013 7:19 am wrote:
> anon (anon.delete@this.anon.com) on September 30, 2013 7:04 am wrote:
> > It is easy to imagine it, and everybody claims that this is how Intel will fail, but what
> > would be impressive is actually narrowing down what would happen and giving some numbers.
> >
> > Lots of people were predicting the doom of Intel from ARM since the iPhone (earlier
> > for some, but iPhone brought ARM to the minds of the masses). Their margins are still
> > up near 60% and we've been waiting a long time for them to plummet like a rock.
>
> I don't think anyone's expecting them to "plummet like a rock". They own the desktop/
> laptop market, but that seems to be shrinking. They don't have noticeable share in
> tablets/smartphones

This has been the mantra for 5 years or more. Yet they are near all-time high revenues, with margin that is expected to be up, to 59% this year (which seems to wander between about 50-60% over the years).

> - but to some extent Intel benefits from the growth of that market
> because for each new web-enabled device, somebody buys some fraction of a web-server
> cpu somewhere, and those so far are dominated by Intel, and even higher margin than the
> desktop/laptop parts. The real crunch for Intel would come if/when they fail to
> establish a high-profit phone/tablet business (the Surface Pro isn't doing it for them
> so far ...), *and* ARM-based server products start eroding their volume or margin
> in the server business.
>
> I believe they're feeling the pinch already - didn't they recently scale back their
> fab investment plans ? But the question is where they'll be in 4 or 5 years. And if
> I really knew the answer to that I'd be getting rich ...

That's exactly what people said 4-5 years ago (although many of them were even more eager and were talking more like 2-3 years before Intel imploded).

I'm no particular Intel fanboy, but I think the death of the PC is greatly exaggerated -- tablets, smartphones, and longer obsolescence cycles may shrink the market, but won't kill it -- and I also think that there are many ways for Intel to respond to change when it does happen.

Sure things are going to change, but not many people have a really good idea of how why and when. Repeating the same old "wait a few years and ARM will erode Intel and destroy its model" isn't anything new. Who's to say that Intel won't come up with ARM or even x86 silicon that is highly integrated and better performing than competitors for smartphones, and with their manufacturing a node or two ahead of anyone else, they can take market share *and* get higher margins than other designers and foundries? The naysayer's narrative seems predicated on Intel staying the same, and other designers and foundries changing and entering new markets.
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TopicPosted ByDate
Charlie re: Apple and ARMjose2013/09/23 04:43 AM
  Charlie re: Apple and ARMMark Roulo2013/09/23 07:38 AM
    graphics and disk matter tooRichardC2013/09/23 12:23 PM
    Charlie re: Apple and ARMJose2013/09/24 06:56 AM
      Previous CPU transitionsMark Roulo2013/09/24 07:20 AM
        Previous CPU transitionsRonald Maas2013/09/24 10:21 PM
  Charlie re: Apple and ARMDoug S2013/09/23 09:16 AM
  Charlie re: Apple and ARMPatrick Chase2013/09/23 09:43 AM
    Charlie re: Apple and ARMsomeone2013/09/23 09:46 AM
      Charlie re: Apple and ARMPatrick Chase2013/09/23 10:17 AM
        Charlie re: Apple and ARMGabriele Svelto2013/09/23 10:24 AM
          Charlie re: Apple and ARMPatrick Chase2013/09/23 10:40 AM
        Charlie re: Apple and ARMsomeone2013/09/23 12:42 PM
          Charlie re: Apple and ARMPatrick Chase2013/09/23 06:47 PM
  Charlie re: Apple and ARMsomeone2013/09/23 09:43 AM
    Charlie re: Apple and ARMDoug S2013/09/23 10:03 AM
      Charlie re: Apple and ARMsomeone2013/09/23 10:25 AM
        Charlie re: Apple and ARMDoug S2013/09/23 10:44 AM
        Charlie re: Apple and ARMMichael S2013/09/23 11:02 AM
          Charlie re: Apple and ARMsomeone2013/09/23 12:57 PM
            Charlie re: Apple and ARMMichael S2013/09/23 03:56 PM
              Charlie re: Apple and ARMRicardo B2013/09/24 12:32 AM
          Charlie re: Apple and ARMMartin Høyer Kristiansen2013/09/23 01:30 PM
      Charlie re: Apple and ARMNiels Jørgen Kruse2013/09/23 11:09 AM
        Charlie re: Apple and ARMDoug S2013/09/23 05:09 PM
      Charlie re: Apple and ARMMaynard Handley2013/09/23 12:03 PM
        Charlie re: Apple and ARMMichael S2013/09/23 04:27 PM
          Charlie re: Apple and ARMMaynard Handley2013/09/23 04:39 PM
          Charlie re: Apple and ARMDoug S2013/09/23 05:22 PM
            Charlie re: Apple and ARMsomeone2013/09/24 08:13 AM
              Charlie re: Apple and ARMDoug S2013/09/24 10:24 AM
                Charlie re: Apple and ARMsomeone2013/09/24 10:41 AM
                  Charlie re: Apple and ARMDoug S2013/09/24 05:54 PM
                    The decline of ItaniumPaul A. Clayton2013/09/24 09:52 PM
                      The decline of ItaniumKira2013/09/25 06:07 AM
                        The decline of ItaniumMichael S2013/09/25 06:15 AM
                          The decline of ItaniumKira2013/09/25 06:21 AM
                            Does Secure64 sell hardware?Paul A. Clayton2013/09/25 08:18 AM
                              Does Secure64 sell hardware?Kira2013/09/25 09:18 AM
                                Turns out they do rx2800 now. (NT)Kira2013/09/25 09:20 AM
                                Thanks again. RWT has some knowledgeable posters! (NT)Paul A. Clayton2013/09/25 01:38 PM
                      The decline of ItaniumDoug S2013/09/25 09:34 AM
                        The decline of ItaniumDavid Hess2013/09/25 05:10 PM
                          The decline of ItaniumDoug S2013/09/25 08:15 PM
                            The decline of ItaniumDavid Hess2013/09/27 08:11 AM
                              The decline of ItaniumDoug S2013/09/27 05:37 PM
                                The decline of ItaniumDavid Hess2013/09/28 09:43 AM
                        The decline of Itaniumbakaneko2013/09/26 03:06 PM
                          The decline of ItaniumGabriele Svelto2013/09/26 03:35 PM
                            The decline of ItaniumKira2013/09/26 04:18 PM
                              The decline of Itaniumsomeone2013/09/27 08:08 AM
                                The decline of ItaniumDavid Hess2013/09/27 08:20 AM
                                  The decline of Itaniumsomeone2013/09/27 08:56 AM
                                    The decline of ItaniumLinus Torvalds2013/09/27 12:00 PM
                                      i960someone2013/09/27 01:06 PM
                                        i960Michael S2013/09/28 09:47 AM
                                          i960JS2013/09/29 02:43 AM
                                    The decline of ItaniumDavid Hess2013/09/28 10:00 AM
                                      The decline of ItaniumMichael S2013/09/28 10:51 AM
                                        The decline of ItaniumDavid Hess2013/09/28 11:59 AM
                                          The decline of ItaniumMichael S2013/09/28 12:43 PM
                                            The decline of ItaniumDavid Hess2013/09/28 08:53 PM
                                        The decline of Itaniumgallier22013/09/30 01:06 AM
                                          x86 MCUsMichael S2013/09/30 02:13 AM
                                The decline of Itaniumanon2013/09/27 09:52 AM
                                  The decline of Itaniumsomeone2013/09/27 11:29 AM
                                The decline of ItaniumKira2013/09/27 10:19 AM
                                  oops - HC 1999, not 19 (NT)Kira2013/09/27 11:04 AM
                          The decline of ItaniumDavid Hess2013/09/27 08:06 AM
                            The decline of Itaniumsomeone2013/09/27 08:25 AM
                              The decline of ItaniumLinus Torvalds2013/09/27 10:07 AM
                                The decline of ItaniumDoug S2013/09/27 06:09 PM
                                  The decline of ItaniumMaynard Handley2013/09/27 07:07 PM
                                    The decline of ItaniumDoug S2013/09/27 09:12 PM
                                  The decline of ItaniumRichardC2013/09/28 06:02 AM
                                    Laptop DesignDavid Hess2013/09/28 10:58 AM
                                      Laptop DesignBrett2013/09/28 03:14 PM
                                        Laptop DesignDavid Hess2013/09/28 08:35 PM
                                        Laptop Designanon2013/09/30 02:11 AM
                                          Laptop DesignBrett2013/09/30 06:02 PM
                                      Laptop DesignRichardC2013/09/28 05:14 PM
                                        Laptop DesignDavid Hess2013/09/28 08:40 PM
                                          Laptop DesignMichael S2013/09/29 03:21 AM
                                    The decline of ItaniumDoug S2013/09/28 11:23 AM
                                      The decline of ItaniumRichardC2013/09/29 05:52 AM
                                      PS2Konrad Schwarz2013/09/30 12:53 AM
                                        PS2none2013/09/30 01:19 AM
                                        PS2Doug S2013/09/30 11:09 AM
                                        PS2sysanon2013/09/30 05:09 PM
                                    The decline of ItaniumMegol2013/09/29 06:35 AM
                                      Apple's innovationsRichardC2013/09/29 07:00 AM
                                      The decline of ItaniumBrett2013/09/29 02:56 PM
                                        The decline of ItaniumRichardC2013/09/29 06:00 PM
                                          Apple's innovationsBrett2013/10/10 08:20 PM
                                The decline of ItaniumRichardC2013/09/28 05:44 AM
                                  The decline of ItaniumRicardo B2013/09/28 05:23 PM
                                    The decline of ItaniumRichardC2013/09/29 04:51 AM
                                      The decline of ItaniumRicardo B2013/09/29 08:27 AM
                                        The decline of ItaniumRichardC2013/09/29 12:28 PM
                                          The decline of ItaniumRicardo B2013/09/29 04:00 PM
                                            The decline of ItaniumRichardC2013/09/29 06:07 PM
                                            The decline of Itaniumanon2013/09/30 07:04 AM
                                              The decline of IntelRichardC2013/09/30 07:19 AM
                                                The decline of IntelKevin G2013/09/30 10:53 AM
                                                  The decline of IntelRichardC2013/09/30 11:13 AM
                                                    The decline of IntelKevin G2013/10/02 09:11 AM
                                                      The decline of Inteltarlinian2013/10/02 09:27 AM
                                                        The decline of IntelKevin G2013/10/04 10:24 AM
                                                          450mm and EUV insertionDavid Kanter2013/10/04 11:24 AM
                                                            450mm and EUV insertiontarlinian2013/10/04 12:23 PM
                                                              450mm and EUV insertionAnonym2013/10/04 11:39 PM
                                                                450mm and EUV insertiontarlinian2013/10/05 10:18 AM
                                                                  450mm and EUV insertionAnonym2013/10/05 12:51 PM
                                                                    450mm and EUV insertiontarlinian2013/10/05 01:42 PM
                                                                      450mm and EUV insertionAnonym2013/10/05 03:35 PM
                                                                        450mm and EUV insertiontarlinian2013/10/05 04:21 PM
                                                                      450mm and EUV insertionDavid Kanter2013/10/07 01:48 PM
                                                            450mm and EUV insertionKevin G2013/10/05 05:50 AM
                                                  The decline of IntelBrett2013/09/30 06:11 PM
                                                    The decline of IntelPurana Archer2013/10/01 05:52 AM
                                                      The decline of Intelanon2013/10/01 06:27 AM
                                                        The decline of IntelPurana Archer2013/10/01 07:13 AM
                                                          The decline of Intelmas2013/10/01 04:46 PM
                                                            The decline of IntelPurana Archer2013/10/02 12:26 AM
                                                              The decline of Intelanon2013/10/02 02:05 AM
                                                                The decline of Intelnone2013/10/02 02:18 AM
                                                                  The decline of IntelPurana Archer2013/10/02 02:35 AM
                                                                    The decline of Intelanon2013/10/02 02:57 AM
                                                                      The decline of IntelDoug S2013/10/02 10:08 AM
                                                                        The decline of Intelmas2013/10/02 10:40 AM
                                                                          The decline of IntelDoug S2013/10/02 07:32 PM
                                                                            The decline of IntelDavid Kanter2013/10/02 10:17 PM
                                                                      Intel vs. industry gapDavid Kanter2013/10/02 04:17 PM
                                                                        Intel vs. industry gapMaynard Handley2013/10/02 05:59 PM
                                                                          Intel vs. industry gaptarlinian2013/10/02 06:13 PM
                                                                            Intel vs. industry gapAnon2013/10/03 12:15 AM
                                                                              Intel vs. industry gaptarlinian2013/10/03 09:01 AM
                                                                          Intel vs. industry gapDavid Kanter2013/10/02 10:10 PM
                                                                            Intel vs. industry gapDoug S2013/10/03 09:59 AM
                                                                              Intel vs. industry gapanon2013/10/03 04:12 PM
                                                                                Intel vs. industry gapDoug S2013/10/03 04:56 PM
                                                                                  Intel vs. industry gapanon2013/10/03 05:48 PM
                                                                                  Intel vs. industry gapanonymou52013/10/03 05:59 PM
                                                                                    Intel vs. industry gapmas2013/10/04 01:10 AM
                                                                    The decline of IntelKlimax2013/10/02 03:46 AM
                                                                  The decline of Intelanon2013/10/02 02:53 AM
                                                              The decline of Inteltarlinian2013/10/02 09:24 AM
                                                      The decline of IntelDavid Kanter2013/10/01 09:06 AM
                                                        The decline of IntelPurana Archer2013/10/02 12:09 AM
                                                          The decline of Inteltarlinian2013/10/02 08:58 AM
                                                          The decline of IntelDavid Kanter2013/10/02 10:45 AM
                                                            The decline of IntelPurana Archer2013/10/04 06:38 AM
                                                              The decline of IntelDavid Kanter2013/10/05 12:41 AM
                                                                The decline of IntelKevin G2013/10/05 08:14 AM
                                                                  The decline of IntelNiels Jørgen Kruse2013/10/05 12:49 PM
                                                                    The decline of IntelKevin G2013/10/06 08:45 AM
                                                                    The decline of IntelDoug S2013/10/06 10:11 PM
                                                                      The decline of IntelNiels Jørgen Kruse2013/10/07 06:14 AM
                                                                        The decline of IntelDoug S2013/10/07 04:36 PM
                                                           Tool Reuse, CAPEX EfficiencyAnonym2013/10/02 01:37 PM
                                                             Tool Reuse, CAPEX Efficiencytarlinian2013/10/02 03:55 PM
                                                      capex spendingDoug S2013/10/01 12:06 PM
                                                        Reducing Intel's lead with less than twice the spending??Paul A. Clayton2013/10/01 05:27 PM
                                                          Reducing Intel's lead with less than twice the spending??anon2013/10/01 08:07 PM
                                                            Reducing Intel's lead with less than twice the spending??mas2013/10/01 11:04 PM
                                                            Reducing Intel's lead with less than twice the spending??mas2013/10/01 11:06 PM
                                                              Reducing Intel's lead with less than twice the spending??mas2013/10/01 11:06 PM
                                                  Intel fabs on 22nmAlberto2013/10/01 03:23 AM
                                                  The decline of Intelmas2013/10/01 04:24 PM
                                                The decline of Intelanon2013/09/30 06:00 PM
                                          The decline of ItaniumDavid Kanter2013/09/29 11:19 PM
                                            competitive marketRichardC2013/09/30 06:33 AM
                                              competitive marketDavid Kanter2013/09/30 08:39 AM
                                                competitive marketRichardC2013/09/30 09:08 AM
                                                  competitive marketDavid Kanter2013/09/30 12:08 PM
                                                    competitive marketRichardC2013/09/30 02:00 PM
                                                    competitive marketAnon2013/10/03 12:34 AM
                                              competitive marketDoug S2013/09/30 11:13 AM
                                                competitive marketRichardC2013/09/30 11:28 AM
                              The decline of ItaniumKevin G2013/09/27 10:07 AM
                              The decline of ItaniumMaynard Handley2013/09/27 11:30 AM
                                The decline of Itaniumsomeone2013/09/27 12:00 PM
                                  The decline of ItaniumTREZA2013/09/27 01:50 PM
                                    The decline of ItaniumMegol2013/09/28 12:52 AM
                                  The decline of ItaniumMaynard Handley2013/09/27 05:03 PM
                                    The decline of Itaniumanon2013/09/28 03:22 AM
                                      The decline of ItaniumMaynard Handley2013/09/28 09:00 AM
                                        That's BSDavid Kanter2013/09/28 09:22 AM
                                        The decline of Itaniumanon2013/09/28 05:15 PM
                                        The decline of Itaniummas2013/09/29 09:01 AM
                                          The decline of Itaniummas2013/09/29 09:06 AM
                                          The decline of ItaniumKevin G2013/09/29 11:06 AM
                                            Apple has 2-3 CPU design teamsDavid Kanter2013/09/29 11:39 AM
                                              The End of Moore's Lawhobold2013/09/30 03:00 AM
                                                Lower cost to process scaling can no longer be assumed.Mark Roulo2013/09/30 10:50 AM
                                                  Lower cost to process scaling can no longer be assumed.David Kanter2013/09/30 01:41 PM
                                                    Lower cost to process scaling can no longer be assumed.EduardoS2013/09/30 02:05 PM
                                                    Shouldn't the customers have *SOME* reason to move to the new process?Mark Roulo2013/09/30 03:15 PM
                                                      Shouldn't the customers have *SOME* reason to move to the new process?mas2013/09/30 08:09 PM
                                                      Shouldn't the customers have *SOME* reason to move to the new process?Doug S2013/09/30 08:16 PM
                                                        Shouldn't the customers have *SOME* reason to move to the new process?mas2013/09/30 09:05 PM
                                                          Shouldn't the customers have *SOME* reason to move to the new process?Doug S2013/10/01 12:28 PM
                                                            Shouldn't the customers have *SOME* reason to move to the new process?mas2013/10/01 04:20 PM
                                                              Shouldn't the customers have *SOME* reason to move to the new process?Doug S2013/10/01 08:51 PM
                                                          Shouldn't the customers have *SOME* reason to move to the new process?Exophase2013/10/01 01:03 PM
                                                            Shouldn't the customers have *SOME* reason to move to the new process?mas2013/10/01 04:17 PM
                                                              Shouldn't the customers have *SOME* reason to move to the new process?Exophase2013/10/01 10:18 PM
                                                                Shouldn't the customers have *SOME* reason to move to the new process?Doug S2013/10/02 10:18 AM
                                                                  Shouldn't the customers have *SOME* reason to move to the new process?Exophase2013/10/02 10:28 AM
                                                    Lower cost to process scaling can no longer be assumed.tarlinian2013/09/30 07:02 PM
                                                      Lower cost to process scaling can no longer be assumed.David Kanter2013/09/30 09:20 PM
                                                The End of Moore's LawGreg Gritton2013/10/01 09:11 AM
                                                  The End of Moore's LawKevin G2013/10/02 10:48 AM
                                    The decline of ItaniumFoo_2013/09/28 08:50 AM
                                  The decline of ItaniumRicardo B2013/09/28 04:17 PM
                                The decline of ItaniumDan Fay2013/09/27 02:51 PM
                                  The decline of ItaniumMichael S2013/09/28 10:58 AM
                                    The decline of ItaniumDoug S2013/09/28 11:39 AM
                                      The decline of ItaniumMichael S2013/09/28 01:11 PM
                                        The decline of ItaniumDan Fay2013/09/28 03:38 PM
                                          The decline of ItaniumDoug S2013/09/28 05:09 PM
                                            The decline of ItaniumDan Fay2013/09/28 05:59 PM
                                            The decline of Itaniummas2013/09/29 06:45 AM
                                              The decline of Itaniumnone2013/09/29 07:10 AM
                                                Bay Trail die costmas2013/09/29 07:31 AM
                                                  Bay Trail die costnone2013/09/29 07:40 AM
                                                    Bay Trail die costmas2013/09/29 08:11 AM
                                                      Bay Trail die costmas2013/09/29 08:16 AM
                                                      Bay Trail die costDoug S2013/09/29 11:13 AM
                                                        Bay Trail die costmas2013/09/29 11:59 AM
                                                  Bay Trail die costRichardC2013/10/01 06:20 AM
                                              The decline of Itaniumbakaneko2013/09/29 08:59 AM
                                                The decline of Itaniummas2013/09/29 09:16 AM
                                                The decline of Itaniummas2013/09/29 09:31 AM
                                                  The decline of Itaniumbakaneko2013/09/29 09:48 AM
                                                    The decline of Itaniummas2013/09/29 11:12 AM
                                                      The decline of Itaniumbakaneko2013/09/29 11:53 AM
                                                        The decline of Itaniummas2013/09/29 12:11 PM
                                                          The decline of ItaniumMaynard Handley2013/09/29 03:15 PM
                                                            The decline of Itaniummas2013/09/29 11:28 PM
                                                              The decline of Itaniumanon2013/09/30 01:26 AM
                                                                The decline of Itaniummas2013/09/30 07:20 AM
                                                                  The decline of ItaniumDoug S2013/09/30 08:04 PM
                                                                    The decline of Itaniummas2013/09/30 08:42 PM
                                                                      The decline of Itaniumanon2013/09/30 11:32 PM
                                                                        The decline of ItaniumDavid Kanter2013/10/01 12:43 AM
                                                                          The decline of Itaniumanon2013/10/01 02:37 AM
                                                                            The decline of ItaniumDavid Kanter2013/10/01 09:17 AM
                                                                        The decline of Itaniummas2013/10/01 01:54 AM
                                                                          The decline of Itaniumanon2013/10/01 02:39 AM
                                                          The decline of Itaniumbakaneko2013/09/30 04:26 AM
                                                      The decline of ItaniumMaynard Handley2013/09/29 03:08 PM
                                                        The decline of ItaniumMaynard Handley2013/09/29 04:50 PM
                                                          The decline of Itaniummas2013/09/29 11:42 PM
                                                          Semiconductor realitiesDavid Kanter2013/09/30 11:30 AM
                                                            Restricted rules for initial process use at foundries?Paul A. Clayton2013/09/30 04:33 PM
                                                              Restricted rules for initial process use at foundries?Ricardo B2013/10/01 12:47 AM
                                              $150 7" 800p Z2580 Dell Venue 7mas2013/10/02 12:10 PM
                                                $150 7" 800p Z2580 Dell Venue 7RichardC2013/10/03 08:51 AM
                                                  $150 7" 800p Z2580 Dell Venue 7mas2013/10/03 09:41 AM
                                                    $150 7" 800p Z2580 Dell Venue 7RichardC2013/10/03 10:56 AM
                                                    $150 7" 800p Z2580 Dell Venue 7Michael S2013/10/03 10:58 AM
                                                    $150 7" 800p Z2580 Dell Venue 7RichardC2013/10/03 11:07 AM
                                                      cheap would be in kindle fireRichardC2013/10/03 11:12 AM
                                                      $150 7" 800p Z2580 Dell Venue 7none2013/10/03 11:13 AM
                                                        Samsung Galaxy Tab battery lifeMichael S2013/10/03 02:18 PM
                                                          Samsung Galaxy Tab battery lifenone2013/10/03 03:17 PM
                                                            Samsung Galaxy Tab battery lifeExophase2013/10/03 03:42 PM
                                          The decline of Itaniumnone2013/09/29 02:15 AM
                                            The decline of ItaniumDoug S2013/09/29 11:25 AM
                                              The decline of Itaniummas2013/09/29 12:23 PM
                                              Qualcomm?David Kanter2013/09/29 11:45 PM
                                                Qualcomm?none2013/09/30 01:36 AM
                                                  Qualcomm?Alberto2013/10/01 09:03 AM
                                                  Qualcomm?Alberto2013/10/01 01:03 PM
                                        A7 much faster at graphics than BayTrailThu2013/09/28 08:52 PM
                                          A7 much faster at graphics than BayTrailMichael S2013/09/29 02:24 AM
                                            A7 much faster at graphics than BayTrailMaynard Handley2013/09/29 09:41 AM
                                            A7 much faster at graphics than BayTrailbakaneko2013/09/29 10:44 AM
                                              A7 much faster at graphics than BayTrailLinus Torvalds2013/09/29 02:22 PM
                                                A7 much faster at graphics than BayTrailnone2013/09/29 03:37 PM
                              The decline of Itaniumanoanon2013/09/28 04:14 AM
                                The decline of ItaniumDoug S2013/09/28 11:44 AM
                              The decline of ItaniumDavid Hess2013/09/28 09:31 AM
                            The decline of ItaniumKevin G2013/09/27 09:47 AM
                              The decline of ItaniumDavid Hess2013/10/05 06:35 PM
                                The decline of ItaniumKevin G2013/10/06 08:55 AM
                                  The decline of ItaniumMichael S2013/10/06 09:13 AM
                            The decline of Itaniumbakaneko2013/09/27 10:10 AM
                              The decline of Itaniumsomeone2013/09/27 12:24 PM
                                The decline of ItaniumEduardoS2013/09/27 01:39 PM
                                  The decline of Itaniumsomeone2013/09/27 02:38 PM
                                    The decline of ItaniumEduardoS2013/09/27 03:49 PM
                                      The decline of Itaniumsomeone2013/09/28 09:20 AM
                                        The decline of ItaniumEduardoS2013/09/28 11:05 AM
                                  The decline of Itaniumanon2013/09/27 09:22 PM
                                    The decline of ItaniumMaynard Handley2013/09/28 12:45 AM
                                      The decline of Itaniumanon2013/09/28 03:08 AM
                                    The decline of ItaniumEduardoS2013/09/28 11:08 AM
                                      The decline of Itaniumanon2013/09/28 05:17 PM
                                        The decline of ItaniumMichael S2013/09/29 03:29 AM
                                The decline of Itaniumbakaneko2013/09/27 01:41 PM
                                Difficulty of measuring performance from ArchitecturePaul A. Clayton2013/09/27 03:23 PM
                                  Difficulty of measuring performance from Architecturesomeone2013/09/27 04:46 PM
                                    Difficulty of measuring performance from ArchitectureEduardoS2013/09/27 04:52 PM
                                      Difficulty of measuring performance from Architecturesomeone2013/09/27 05:10 PM
                                The decline of ItaniumMaynard Handley2013/09/27 05:09 PM
                                  The decline of ItaniumMichael S2013/09/28 11:19 AM
                                why did you exclude EV7?Michael S2013/09/28 11:16 AM
                                  why did you exclude EV7?slacker2013/09/28 08:37 PM
                                    why did you exclude EV7?Michael S2013/09/29 12:50 AM
                                    Wasn't Athlon XP also copper interconnect? (NT)Paul A. Clayton2013/09/29 10:06 AM
                                      Wasn't Athlon XP also copper interconnect?slacker2013/09/29 03:17 PM
                                        Was the SPEC CPU2000 result CU or Al?Paul A. Clayton2013/09/30 05:14 PM
                                          Was the SPEC CPU2000 result CU or Al?slacker2013/10/01 02:48 AM
                              The decline of ItaniumRicardo B2013/09/28 04:23 PM
                                The decline of ItaniumMichael S2013/09/29 03:46 AM
                          The decline of ItaniumMegol2013/09/27 11:02 AM
                            The decline of ItaniumMichael S2013/09/28 01:31 PM
            Charlie re: Apple and ARMSimon Farnsworth2013/09/25 04:06 AM
              Charlie re: Apple and ARManon2013/09/25 04:22 AM
                Charlie re: Apple and ARMSimon Farnsworth2013/09/25 05:32 AM
                  Charlie re: Apple and ARManon2013/09/25 05:59 AM
                    Charlie re: Apple and ARMDavid Kanter2013/09/25 01:26 PM
                      Charlie re: Apple and ARManon2013/09/25 05:32 PM
                  future of eDRAMbakaneko2013/09/25 06:58 AM
                    future of eDRAManon2013/09/25 07:43 AM
                      future of eDRAMbakaneko2013/09/25 09:00 AM
                        future of eDRAManon2013/09/25 09:24 AM
                          future of eDRAMbakaneko2013/09/25 11:46 AM
                            future of eDRAManon2013/09/25 05:39 PM
                              future of eDRAMbakaneko2013/09/26 10:51 AM
                                future of eDRAMDavid Kanter2013/09/28 10:29 AM
                              future of eDRAMbakaneko2013/09/27 05:23 AM
                  Charlie re: Apple and ARMKevin G2013/09/25 07:18 AM
                    Charlie re: Apple and ARManon2013/09/25 08:02 AM
                      Charlie re: Apple and ARMMaynard Handley2013/09/25 10:23 AM
                        Charlie re: Apple and ARManon2013/09/25 10:59 AM
                        Charlie re: Apple and ARMNiels Jørgen Kruse2013/09/25 11:59 AM
                          Charlie re: Apple and ARMMaynard Handley2013/09/25 12:46 PM
                        Charlie re: Apple and ARMDoug S2013/09/25 02:15 PM
                          POWER8 has 8 threads per coreMark Roulo2013/09/25 04:18 PM
                Charlie re: Apple and ARMsomeone2013/09/25 08:07 AM
                  Thanks, very informative (NT)anon2013/09/25 08:11 AM
                  Keep in mind IBM has eDRAM elsewhere than POWER (NT)anon2013/09/25 11:03 AM
              Charlie re: Apple and ARMRichardC2013/09/25 07:12 AM
              It isn't just memory controllersMark Roulo2013/09/25 09:09 AM
        Charlie re: Apple and ARMFoo_2013/09/24 12:52 AM
    Charlie re: Apple and ARMDrazick2013/09/23 10:29 AM
    Charlie re: Apple and ARMMaynard Handley2013/09/23 11:55 AM
      Charlie re: Apple and ARMDrazick2013/09/23 12:00 PM
      Charlie re: Apple and ARMMichael S2013/09/23 04:01 PM
      Charlie re: Apple and ARMDoug S2013/09/23 05:31 PM
        Charlie re: Apple and ARMMaynard Handley2013/09/23 07:34 PM
    Charlie re: Apple and ARMAlberto2013/09/24 01:11 PM
      Charlie re: Apple and ARMWilco2013/09/24 06:17 PM
        Charlie re: Apple and ARMDoug S2013/09/24 08:44 PM
          Charlie re: Apple and ARManon2013/09/25 01:56 AM
            Charlie re: Apple and ARMnone2013/09/25 02:50 AM
              Charlie re: Apple and ARManon2013/09/25 03:06 AM
              Charlie re: Apple and ARMWilco2013/09/25 03:14 AM
                Charlie re: Apple and ARManon2013/09/25 03:28 AM
                  Charlie re: Apple and ARMMichael S2013/09/25 04:24 AM
                    Charlie re: Apple and ARMnone2013/09/25 04:55 AM
                    Charlie re: Apple and ARMEduardoS2013/09/25 02:07 PM
                Charlie re: Apple and ARMDoug S2013/09/25 10:01 AM
                Charlie re: Apple and ARMAlberto2013/09/25 01:12 PM
                  Charlie re: Apple and ARMMaynard Handley2013/09/25 02:23 PM
          Charlie re: Apple and ARMWilco2013/09/25 02:45 AM
            Charlie re: Apple and ARMLinus Torvalds2013/09/25 05:49 PM
              Charlie re: Apple and ARMMichael S2013/09/26 10:52 AM
                Charlie re: Apple and ARMDoug S2013/09/26 11:51 AM
                  Animated GIF seems slow on iPadsMark Roulo2013/09/26 01:04 PM
                    Animated GIF seems slow on iPadsDoug S2013/09/26 02:07 PM
                      Animated GIF seems slow on iPadsMark Roulo2013/09/26 03:06 PM
                        Animated GIF seems slow on iPadsDoug S2013/09/26 06:21 PM
                          Animated GIF seems slow on iPadsrwessel2013/09/26 06:44 PM
                          Animated GIF seems slow on iPadssysanon2013/09/27 04:33 PM
                            Animated GIF seems slow on iPadsDoug S2013/09/27 06:29 PM
                              Animated GIF seems slow on iPadssysanon2013/09/27 08:36 PM
                                Animated GIF seems slow on iPadsDoug S2013/09/27 09:07 PM
                                  Animated GIF seems slow on iPadsanonymou52013/09/28 12:58 AM
                              Animated GIF seems slow on iPadsJ.Random Webmasta2013/09/28 01:11 AM
                        Slow with Core i7 920Jouni Osmala2013/09/26 11:25 PM
                    Animated GIF seems slow on iPadsNoSpammer2013/09/27 01:13 AM
                  Charlie re: Apple and ARMMaynard Handley2013/09/26 01:18 PM
                    Charlie re: Apple and ARMDoug S2013/09/26 02:19 PM
                      Charlie re: Apple and ARMMaynard Handley2013/09/26 02:35 PM
                      Charlie re: Apple and ARMJohn Poole2013/09/26 03:11 PM
                        Charlie re: Apple and ARMDoug S2013/09/26 06:31 PM
                          Charlie re: Apple and ARMJohn Poole2013/09/27 11:02 PM
                      Firefox PDF reader (re: Charlie re: Apple and ARM)David W2013/09/27 01:47 AM
                        Firefox PDF reader (re: Charlie re: Apple and ARM)David Kanter2013/09/28 10:09 AM
                          Firefox PDF reader (re: Charlie re: Apple and ARM)David Hess2013/09/28 10:21 AM
                            Firefox PDF reader (re: Charlie re: Apple and ARM)Michael S2013/09/28 11:00 AM
                              Firefox PDF reader (re: Charlie re: Apple and ARM)David Hess2013/09/28 11:27 AM
                              Firefox PDF reader (re: Charlie re: Apple and ARM)bakaneko2013/09/28 12:11 PM
                                Firefox PDF reader (re: Charlie re: Apple and ARM)Michael S2013/09/28 12:50 PM
                                  Firefox PDF reader (re: Charlie re: Apple and ARM)EduardoS2013/09/28 01:50 PM
                                    Firefox PDF reader (re: Charlie re: Apple and ARM)Michael S2013/09/28 02:05 PM
                                  Firefox PDF reader (re: Charlie re: Apple and ARM)Doug S2013/09/28 05:15 PM
                                    Firefox PDF reader (re: Charlie re: Apple and ARM)David Hess2013/09/28 08:03 PM
                                      Firefox PDF reader (re: Charlie re: Apple and ARM)Gabriele Svelto2013/09/30 04:23 AM
                                        Firefox PDF reader (re: Charlie re: Apple and ARM)Jukka Larja2013/09/30 07:23 AM
                                          Firefox PDF reader (re: Charlie re: Apple and ARM)Doug S2013/09/30 08:19 PM
                                            Firefox PDF reader (re: Charlie re: Apple and ARM)Jukka Larja2013/10/01 04:55 AM
                                              Firefox PDF reader (re: Charlie re: Apple and ARM)Rob Thorpe2013/10/01 08:26 AM
                                                Firefox PDF reader (re: Charlie re: Apple and ARM)Michael S2013/10/01 01:53 PM
                                                  Adobe Acrobat reader start up timeMichael S2013/10/02 01:19 AM
                                                    Adobe Acrobat reader start up timebdcrazy2013/10/11 06:28 AM
                          Firefox PDF reader - am I the only person who likes the defaultRob Thorpe2013/10/01 08:14 AM
                            Firefox PDF reader - am I the only person who likes the defaultj2013/10/01 11:12 AM
                              There are two of us (or three)Mark Roulo2013/10/01 01:15 PM
                              Firefox PDF reader - am I the only person who likes the defaultRob Thorpe2013/10/01 04:05 PM
                            Firefox PDF reader - am I the only person who likes the defaultSymmetry2013/10/02 12:51 PM
                              Firefox PDF reader - am I the only person who likes the defaultDoug S2013/10/02 07:44 PM
                                Firefox PDF reader - am I the only person who likes the defaultrwessel2013/10/02 11:21 PM
                                  Firefox PDF reader - am I the only person who likes the defaultClemens Ladisch2013/10/03 12:20 AM
                                    Firefox PDF reader - am I the only person who likes the defaultrwessel2013/10/03 01:12 AM
                                  Firefox PDF reader - am I the only person who likes the defaultSymmetry2013/10/03 06:19 AM
                                Firefox PDF reader - am I the only person who likes the defaultGabriele Svelto2013/10/03 02:05 AM
                                  Firefox PDF reader - am I the only person who likes the defaultDoug S2013/10/03 10:15 AM
              Charlie re: Apple and ARMJohn Poole2013/09/26 02:59 PM
                Charlie re: Apple and ARMMaynard Handley2013/09/26 03:53 PM
                  Charlie re: Apple and ARMJohn Poole2013/10/01 10:55 PM
                Charlie re: Apple and ARMLinus Torvalds2013/09/26 08:15 PM
                  Charlie re: Apple and ARMJohn Poole2013/10/01 10:45 PM
                    Charlie re: Apple and ARMDoug S2013/10/02 10:14 AM
                      Charlie re: Apple and ARMJohn Poole2013/10/02 10:03 PM
                        Charlie re: Apple and ARManon2013/10/03 12:00 AM
                        Charlie re: Apple and ARMDoug S2013/10/03 10:08 AM
        Charlie re: Apple and ARMAlberto2013/09/25 01:50 PM
    Charlie re: Apple and ARMRonald Maas2013/09/24 10:39 PM
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