I remember a conversation about, Intel, the economy, and how its going to hurt AMD worse. At the time, Id said, Intel, with all its fabs, and as they try to go to 450mm wafers, and having smaller nodes, meaning more per wafer, and keeping them all fed, plus trends, like ARM hurting their Atom business, thus pulling from the bottom, DT slowly dying, mobile their great hope, but it too is being challenged, and their pricing/profit margines and expectations, would take a bigger hit in the overall picture, as they focus at the very top, while their competition (AMD) focuses on the middle, and other competition (ARM) focuses on the low/ultra mobile end, it will have a greater negative effect on Intel.
"Gosh, no. But ARM does play a role in this ASP erosion via netbooks, although certainly not the only role. And this isn't only about ARM stealing volume, but also Intel being unexpectedly aggressive pricing-wise with Pineview on one hand, and allowing further penetration of Moorestown into netbooks on the other. The indirect effect of this, combined with a fearful consumer sentiment, will be polarization hurting mid-range notebooks where the most of the BoM goes to Intel right now.
There really are many different small factors I think are relevant to this prediction both in the short-term and the mid-term, don't focus too much on the above. But the most important single factor (I don't think it's quite as big as all the others combined though) is definitely the macroeconomy, especially its micro-level consequences. For example, I'd expect corporate PC volumes *and* ASPs to go down even deeper than anyone seems to be forecasting right now. This also hurts Intel indirectly because that's where their percentage of the desktop BoM is the highest.
In addition to ASP reductions, I expect this to hurt wafer starts - and since Intel has its own fabs and seems very aggressive on 32nm, that's just screaming looming overcapacity. Which will hurt margins too, and eventually ASPs through basic supply-and-demand of the overall CPU market. AMD would suffer from the latter, although obviously not much from the former since it's GF that takes the hit for overcapacity now - so I wouldn't be more worried about them than usual."http://forum.beyond3d.com/showthread.php?t=54539&page=2
It appears Im not the only one thinking this way, and was somewhat surprised to see, almost verbatim what Id previously written. All Im saying here is, if I thought about this, and others are too, and see this as a possibility down the road, we need to watch the trends/directions and the economy, and as importantly, the attitude shifts afterwards, if there are any. Maybe the "best" wont be as glamorized as it is now, and we all see that coming, as the top dogs in business arent respected generally, but despised.
I believe this will transgress further into purchasing/ownership. We already have a president and a mindset that says less is more, more is greed only, and better is just a term, where facts are thrown out the window, caught up in the winds created by global warming itself
PS Just remember this, I dont care which cpu company is the best etc, I only care for good cpus. I dont wish for the worst for any company, Intel included. Just some observations is all, and a few counterstrokes of course heheh