Intel tick tock locked?

Hearing all this bad news about the economy, and Intels warnings, and their stocks dropping, and their release (or soon to be) i7, whichll come in at a big expeniture vs existing cpus, this may throw a wrench in the famed tick tock of Intel.
As they operate at a somewhat projected profit margin, theres no way of them hitting it and still progressing at their stated pace. All the stock owners at Intel will cry foul if i7 doesnt start selling as well as their current gen, and soon, as theyve also made projections as to how much i7 will be sold vs their older cpus, and as Ive said, this cant be done by todays standards, as the economy just wont allow for it.

Why Intel didnt see this coming is beyond me. Theyre the biggest, the brightest, the best, yet they failed to see it coming. So, all the roadmaps will have to be changed, and all their projections will have to be severly changed. Its been said AMD is already suffering, and now Intel will as well, its just that as they do, so do we.

So, all in all, the more people make of how bad it is, the worse itll be for Intel, if true, as Intel isnt immune to this. Therell be layoffs, and progress will slow. No Westmere soon, no Sandy Bridge. Itll be a shame, but what can one do? If we go out and buy AMD products, even that wont be able to spur Intel into creating better products, as their bottom will suffer too much from it, besides not getting our monies.

Its a sad world we live in today, when even the biggest are hurting so bad that it may slow progress, but thats the way it is

yawn...

Everyone knew the economy was heading towards the gutter, but no one knows how soon it will. That's why during Intel's Q3 financial statement, they warned of a significant decrease of revenue. Apple did the same with their Q4. Everyone else did.

As I explained in another post, Intel doesn't have butt loads of debt to worry about; Intel doesn't have problems trying to launch semi-competitive products; Intel doesn't have to worry about lowering the cost.

Sure there will be layoffs, but for companies like AMD, who's in the red and bleeding, its their life on the line we're talking about. While AMD still needs to fight extra hard for this winter, Intel's already planning how to spend the Christmas. Sure it wouldn't be rosy and merry as other years, but at least its better than fighting for your life outside in this chilly weather.

Intel make good cpu's.

I don't think they really think beyond that or had much knowledge of what was on the horizon ... or they wouldn't have released i7 now.

They would have waited till the economy picked up.

Now they will look stupid if they don't roll out the line.

That dog will possibly bankrupt some of the mobo manufacturers if they can't make a buck out of it too.

For desktops anyway.

Given the current climate I would say it might be a paper launch now.

No point in gamers buying one if they already have a decent Wolfy, Kenty or Yorky rig.

Phenom I owners should probably wait for Phenom II ... at least the upgrade there (soon) won't break the bank.

And the price to build a new Nehalem will be twice that of one of the above ... again ... no discernable gain.

Without shoes and holding out a beggars hat at the corner of the mall with a fake oozing sore on the knee.

Hector's skimming the profits from the hat of course.

AMD is probably selling the fittings on the wall of rented premises in order to pay for the next shipment of raw materials for the foundry.

But there is hope ...

They are still looking better than the US Treasury.

Yea, between Hectors begging and Intel blindsightedness, the IT industry is looking bad. I just read this too, so now we have to include M$ in all the shenanigans http://www.theinquirer.net/gb/inqu [...] ta-capable
Seems like Intel couldnt cut the mustard on this one, and pulled another boner. Too bad nVidia and ATI lost out on all those sales too, but maybe that moneyt will keep Intels Pauly O from having to join Hector down at the mall

There's a pretty obvious reason for why Intel isn't selling chips like it should be: Everyone is waiting for Core i7 to drop before doing anything. After the new architecture is launched, people will either go for the new Core or wait for the inevitable price drop of the old Core 2 quads.

I wouldn't worry about Intel too much. I'm sure their well-paid teams of trained analysts and experienced managers have looked at more situations regarding the world economy than some grammar-lacking shmoe posting on TH forums.

^^ Yeah, like Pauly O's comments, I agree with you there. Im VERY worried for Intel, as they have much to take care of inthese hard times. Thye have a brand new expensive launch. Cutting prices on units that arent selling, well thats NOT good. Im thinking Intel is looking more and more like nVidia every day. Cutting prices, introducing over priced chips. Talking up in a huge way their new release, as everyone looks at the benches and says "what improvements?" , and for these prices? in THIS economy? I can see huge layoffs coming from Intel, if all this is true.

You see, Intels IP is good, but MOST of their monies are tied into fabs/production, unlike AMD or especially IBM, and thats really going to hurt Intel. If those fabs dont need the production, what then? I see companies thatre behind right now having some benefits from this slow down. If they have the money, itll be time to catch up in the IP end the R&D end, which doesnt really help the leaders as much, actually hurts them more, as it throws off their tick tock timing, their projections etc.

AMD is a company on the rocks. They have no answer to Intel's Atom, and none of their other processors compete with Intel's in performance. Their products are a "fat girl in summer."(i.e. Slow, overheated, cheap)

Still, both companies will lose money before things get better, but Intel has four times the volume and six times the value to lose before their stock is worthless compared to AMD.

Unless AMD comes up with something(ANYTHING) in the next six to ten months that can compete, I see them doing major restructuring(Chapter 11-style) or merging with a bigger player that can actually stay afloat.

The problem is, AMD cannot afford to further sell off their manufacturing / research and development capability. Intel can afford to close several fabs down, but can AMD do that?

Personally I believe there's way too much pessimism for Intel, and too much optimism for AMD in your analysis and estimation.

Your'e completely wrong comparing Intel to nVidia, look AMD/ATI beat the 280
by multi gpu's with the 4870 x2, and their nothing wrong with that. so if you want the best card AMD/ATI is it. but tell me were AMD is the cpu to have over
Intel on desktop, it's simple conroe not i7 still putting the hurt on phenom.

Listen if i'm building a new system with limited funds, i want the best i can
get and AMD cpu's is not it, because every price bracket theirs a better intel
cpu over AMD's.

Too bad Intel may not be able to sell those cpus. They make a good product, or made, depends on how much you like the i7s, but just be sure to bring your wallet, as Paul really doesnt want to have go after M$, because once nVidia AMD/ATI are gone, theres no one left to screw over, no ectras for Paul, qand if he has to go after M$, they just may take away his van, and itll be a card board box, with Intel (s head man) Inside

Your'e right on target with this one, if intel goes under that because AMD & nVidia will be gone first.
Remember if intel can't sell chips, AMD is not selling anyone of theirs either.

And after AMD goes under, that means Intel sales will jump to pickup that segment AMD used to own.

I'm sticking with my q9550

end of story.. nuff said good bye

I'm pretty sure Dirk Meyer will have to do that before Paul Otellini even thought about firing engineers

Intel has already secured a footing in this storm. I'm sure you shouldn't worry too much about them.

The desktop release is the smarter card to play in a recessed economy. The profit margins are considerably lower so I would have to say the potential for harm will hurt new server released CPU's far worse than desktop. Intel can afford produce 2-3% over pre-orders from OEM's and still be profitable. That isnt the company I would worry about at this point.

it pans out just like 1929 - long slow road to recovery lead by infursture rebuilding after massive bankrupts this time its not people its NY city, NY stat, CA, philly

they got involved with the hedges funds and the 50:1 leverage and like 1929 .............


read "the great depression of 1990" do you remember the great depression of 1990? it happened! i read it in the 80's and been waiting - ok i am dino!

we bought our way out and this is the end of the road! just like 1929 nobody understands the problems and the government is doing the wrong stuff - how do i know?

we delayed the nature business cycles, we bought out way out of troughs or down turns or the hard recession that should have happened in the 1990s - excessive capital lead the all the bubbles

THE LAW OF NATURE - the farther we extend the farther the fall. 10 years? 20 years?

if your in your 50's i would be saving not investing, did you ever wonder why all the quotes about investing start like since "1929 or 1930"

you can not loose with stocks all they say every head sheap says the same thing stocks out perform .......



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paulson did 180 on the bailout - a month ago he was buying up bad Credit default swaps and mortgage CDO, he trashed that plan before it started and wants to buy bad credit card and car loan CDO's


like 1929 we are doing the wrong thing and the stock market is predicting the future 6 months out and it looks bad.


obama's plans crashed the market when he won, higher taxes and anti biz does not work in this environment. did you know that clinton mandated all banks if they wanted to expand to lend to poor neighborhoods? combine that with derivatives market that is unregulated - did you know people warned about this happening.

unfortunately now the giant snowball is rolling down hill and nothing can stop it until hits the bottom - dow 4000? dow 5000?

when you throw 2 trillion then 5 trillion and the ball does not stop rolling - hoard cash!



you can sort through the trash above and find some interesting points if you look hard - i am not writing book!

Jay, have you forgotten that Intel already did their head cutting about 2 years ago. They dropped from over 100K employees down to around 80K. They have already suffered the head count loss in better times.

In fact, even if Intel meets their lowered estimate of 8.7B they will still be making a profit over 1B for the 4th quarter at least from what I read from one analysis do to the previously mentioned headcount cuts.