Analyst Concerned About Microsoft, Intel on China Weakness

Status
Not open for further replies.
[citation][nom]Douglas Perry's article, second to last paragraph[/nom]
What makes this quarter rather interesting is the fact that there is a certain doubt that Intel will be doing well - or, at the very least, better than AMD. Typically, AMD has been much more affected my market swings than Intel, as Intel's market power often allowed it to balance out downturns. This time, however, there are plenty of voices that predict that Intel may be hit much harder than in previous times. There is also doubt that Intel will admit that it has been hit. Bloomberg quoted one analyst from Susquehanna International Group who believes that Intel will show optimism simply to keep its customers ordering products.[/citation]

Should that word that I put in bold be "by", not "my", or am I somehow reading this incorrectly?
 

Jerom

Honorable
May 15, 2012
18
0
10,510
[citation][nom]Pinhedd[/nom]Since when do people in China actually pay for software?[/citation]
Software sales was always about companies and industries and those always pay for software.
 

_Cubase_

Distinguished
Jun 18, 2009
363
0
18,780
Bloomberg quoted one analyst from Susquehanna International Group who believes that Intel will show optimism simply to keep its customers ordering products.

It takes an analyst to figure this out?

Or was the whole "lets show our customers how pessimistic we can be" a genuine option?

Coming up next: Analyst predicts that bad sales mean sales will be bad! But company most likely won't tell customers that they are actually drinking themselves to sleep every night in a pit of sorrows.
 
[citation][nom]Jerom[/nom]Software sales was always about companies and industries and those always pay for software.[/citation]

There is something like a billion people in china. Let's say that even only one percent of them buy a copy of Windows and/or MS Office in the next year. Theoretically, that's potentially one to several billion dollars' worth of revenue. Are you going to pretend that this isn't impacting, especially if piracy cuts down on it severely?
 

belardo

Splendid
Nov 23, 2008
3,540
2
22,795
When you own 95% of the desktop market, you can only go down.

Windows8 will not generate any additional PC sales, if anything - it will lower PC sales.

Then theres going to be containers full of MS-tablets that only specialist and a few thousands PC geeks actually buy.
 
G

Guest

Guest
HAHA, wait for the ALL TANKING Windows 8 on Desktops, PC market will positively shrink because of this, Intel-- MS is Screwing you over LOL!
 

mayne92

Distinguished
Nov 6, 2009
743
0
18,980
"They're trying to convince customers, investors and eventually the consumer that they're right."
It was so easy for Apple to come to mind here. Now to follow are Apple sheep to say they are.
 

vkg1

Honorable
May 18, 2012
53
0
10,630
One more nail in the coffin of the evil US patent companies. First Microsoft, then Apple, then Intel, and finally google. Then the world will be free of the oppression of these evil companies that patent the obvious and trap people by being closed. After 50 years now we finally are seeing the age of Samsung, ARM, and free software finally liberating the world. The next step will be ARM smoked out by free architecture too.
 
Well, at this point Microsoft can't really grow any further. But they'll still make a ton of cash from people replacing their older OSes.

Speaking of which, if you're not running some industrial/enterprise applications, switch away from XP please...
 

olaf

Distinguished
Oct 23, 2011
430
1
18,795
Yeah im sure Windows 8 will help a lot :) and i understand why people can't be botherd to shell out 50 euros or more on windows in china .... apropriate priceing for apropriate markets ....
 
[citation][nom]john_4[/nom]Is Microsoft still a monopoly, yes. Before you fanboys jump to MS defense ort thumb me down consider this. Can you go out and buy any PC and say you don't want Windows on it or would rather have Ubuntu, NO. So they are a Monopoly. That trend did start Dell was one of them but MS made sure to kill it.[/citation]

Actually, yes, you can buy a desktop or a laptop with Ubuntu on it. You can also buy one with Redhat or OpenSUSE, and OSX, among other operating systems that can be on a computer by default. Some OEMs even give you the option with at least some of their computers online.
 
[citation][nom]vkg1[/nom]One more nail in the coffin of the evil US patent companies. First Microsoft, then Apple, then Intel, and finally google. Then the world will be free of the oppression of these evil companies that patent the obvious and trap people by being closed. After 50 years now we finally are seeing the age of Samsung, ARM, and free software finally liberating the world. The next step will be ARM smoked out by free architecture too.[/citation]

You fail to realize that the evil isn't because of stuff not being given to you for free as if you're entitled to the whole world (which I'm quite sure that none of us are). Beyond that, Google isn't really evil through patents from what I've read about them and Samsung is no god-send. You're no better than a fanboy. Also, there's no such thing as a high-end and free processor architecture. They take a lot of money to design and that is something that would be nearly impossible to do in a timely manner and do it well without a lot of funding.
 

vkg1

Honorable
May 18, 2012
53
0
10,630
They are evil because they say they innovate, and sheep believe them, but really all they do is make patents to screw everyone and generally be closed. Of course there isn't a free arch yet, because if there was then there wouldn't be any Intel. But you're a fool if you can't see that it is only a matter of time. These companies are powerful. But it's still only a matter of time.
 

kitekrazy1963

Distinguished
Feb 1, 2010
89
0
18,630
The desktop has a lot more competition. The general public likes their tech things in small packages. With hardware maybe people are reaching the point of contentment. I doubt a majority does an annual processor upgrade.
 
[citation][nom]vkg1[/nom]They are evil because they say they innovate, and sheep believe them, but really all they do is make patents to screw everyone and generally be closed. Of course there isn't a free arch yet, because if there was then there wouldn't be any Intel. But you're a fool if you can't see that it is only a matter of time. These companies are powerful. But it's still only a matter of time.[/citation]

This is gonna be a long post, but oh well.

Even if there was a free arch, there would need to be companies using it. It would take tens, if not hundreds, of billions of dollars. Intel not only has their own architectures, but they also have fabs and the money to use all of this. There are semi-free archs, such as PowerPC and it's derivatives/variants, however it still has nothing against X86. Heck, there actually are architectures that are free to use, but again, there's no money in them, so companies don't make use of them. You fail to realize the enormous costs that even an architecture that is freely available would require. It would need millions, if not billions, in sheer R&D. It would need even more money for fabs.

There would need to be guarantees that if there are problems, they would be solved (there will be problems) without the customers losing out. Completely free archs are impossible in any true economy and their being "free" is just an illusion that you've fallen for. Even if free archs were available, do you think that they would be able to compete with the Intel architectures? Not a chance. Intel spends huge amounts of money on R&D. They can also put out a new architecture very quickly when under pressure (Intel has done some of their best work in short time periods where they were at disadvantages) and they have the money to keep any competition from getting traction. Just look at AMD. Intel had the money to keep AMD's far superior Athlon 64s (compared to the Pentium 4s from being more than a blip on the radar for years and AMD wasn't poor either.

Do you think that with no money backing them, these *free* archs could stand a chance against even AMD right now? Heck, AMD is quickly improving their CPUs to the point where if you know what you're doing, they are very competitive against some of Intel's mid-ranged processors. A free arch would need to have enough money backing it to kill off these two giants (granted, Intel is also a giant compared to AMD, but AMD is not a small company either) and to sway the entire industry. This would take decades if the free arch had the money backing it. Without even that, there's simply not much of any chance at all for a free arch to compete anywhere except in niches that the others have missed and even then, if it gets too successful, you can bet that one of the companies would then enter and overwhelm that niche.

Do I like this? No, not at all. However, there's absolutely nothing that we can do about this right now. Beyond all of this, patents are not evil. Patents have a job that is very important. The problems come in because the patent systems tend to make mockeries of this job rather than do it. They are what were supposed to protect innovation from being stolen and although they aren't doing a good job of that at all, that job is still important. In an everything is free world, this job could be less important, but that would mean that no matter how much I work, my accomplishments won't get me anywhere and could be taken away at any time. That would be far worse than even what the world is today IMO.

Also, although a lot of supposed innovation really isn't innovative, there is still innovation every now and then. That a lot of great ideas get snuffed out really doesn't help this, but it doesn't mean that the ideas were never there. Even some of the companies have good ideas occasionally. When they do, they should be able to protect such ideas and if patents are the only way to do so, then they should be able to patent them. Sure, most of what gets patented these days is stuff that was stolen, effectively stolen, or just plain obvious (or a combination of these and maybe a few other possibilities), but that doesn't mean that the true innovation should not be patent-able and recognized as it is.
 

vkg1

Honorable
May 18, 2012
53
0
10,630
You think too small. Anytime anyone like apple makes something that the sheep love, samsung will make something identical but use economies of scale to make it cheaper. So they will be more successful and always make the best products available. There will not be an oxygen anymore for the old companies. Products like the Galaxy tab will cause people to stop using their PCs. When they stop using their PCs, they will not replace them anymore. When they don't replace them, Intel, MS, Apple will not receive money anymore. Only Samsung, ARM, and asian manufacturers will make money. In the meantime, they will start developing their alternatives to Android and ARM if the free software movement doesn't simply already have something for them. Intel will run out of money. Your whole argument will become irrelevant. They will be on equal playing field. And on equal playing field these old evil companies that appeal to sheep will get destroyed by the new generation of companies that cater to smarter, savier, and less ignorant people.
 
Status
Not open for further replies.