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Too bad Intel doesn't have an answer to the now maturing mobile revolution much less the self driving car and VR/AR revolutions that are underfoot.

Feels to me like they are building a better horse and buggy while the automobile is creeping up on them.

That mobile revolution still relies largely on cloud compute platforms, I feel that this is more like building better destinations for automobiles to go to.
They own the 95% of the data center market share: http://www.datacenterdynamics.com/news/google-challenges-int...

The margins on mobile chips are pretty cut throat. QCT operating margins have been between 4-17% last 4 Qs. Intels are usually closer to 30%. Data centers fuel the mobile revolution. If I was a investor would I want to throw money at some thing that gave me close 30% return or 17%?