Tech "intel's f-----"

Slobodan said:
Are these chips even being manufactured anymore? Weren't they just made to get rid of the remaining Bulldozer inventory?
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Contrary to popular belief, weird and old hardware continues to be made.
Intel still has a 65mm fab, that's Pentium 4 era stuff. TSMC and Global Foundries makes old ancient hardware as well.
About 15 years ago, NASA went around buying every 8086 they could get find because they were still using them even though they were 20+ years old at the time.

This might be why they're bringing it back
https://semiengineering.com/22nm-process-war-begins/
 
rob mafia said:
sure, except for the problem that it's the data center group - ie: what's supposed to be their most profitable segment and intel isn't hurting for cash (generally why companies "restructure" like this) - they're putting their cash (up to $20B) into share buybacks. ie: not into r&d. put the 2 together, along with their 10 nm (and forward) road map... and it's a shit-show with not even a plan of turning around. again, their strategy seems to be based around propping up their share price.
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No doubt AMD had made major inroads in the data center but you walk into a data center today you would be hard pressed to find an AMD logo. I am a big AMD fan see my previous posts but data centers like stability and that's what Intel right now buys them. The software largely does not need compatibility testing and OS migration.
 
PEB said:
No doubt AMD had made major inroads in the data center but you walk into a data center today you would be hard pressed to find an AMD logo. I am a big AMD fan see my previous posts but data centers like stability and that's what Intel right now buys them. The software largely does not need compatibility testing and OS migration.
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that's my point, though. intel's supposedly laying off from their most lucrative segment.
 
rob mafia said:
that's my point, though. intel's supposedly laying off from their most lucrative segment.
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I hear that the new CEO has decided rip the current architecture out by its roots. They apparently feel confident they could get their high end chips down to 10 nm or better but decided to do a nearly clean sheet design.

The reason is to optimize the chip to better compete. Apparently they are seeing 5 to 10 percent advantage with their 10 nm samples but not enough in the CEO's eyes. He want a path to 4 nm or better not fighting for smaller an smaller returns.
 
Intel finished out the 4th quarter strong with yet another record breaking quarter.

"Intel continued its string of successful financial performances today with a record-setting fourth quarter revenue and record yearly revenue. Intel posted an 8% year-over-year (YoY) revenue growth on strength in several of its business groups as it powered to $20.2 billion in revenue, capping a fourth consecutive year of record revenue. Much of the gain came on an impressively strong performance in data center sales, while desktops saw an expected 6% decline in yearly volume, which was partially offset by higher average selling prices (ASP).

AMD is undoubtedly impacting Intel's desktop PC business, but Intel benefits from its sheer scale. Consider this: Intel's $10 billion in fourth quarter revenue from its PC-centric business alone far outweighs AMD's recent $1.8 billion quarterly revenue for its entire company (graphics and processors). Add in Intel's $7.2 billion in 4Q data center revenue to get a real sense of the challenge ahead of AMD.

But that doesn't mean AMD, which holds the process node advantage for the first time in company history, can't make a dent in Intel's desktop dominance. Intel's client computing group (CCG) notched a 2% gain in revenue compared to last year, notching a 7% increase in processor sales quarter-over-quarter, but the company's desktop PC volumes were down 6% compared to the prior year. Higher average selling prices (ASPs) offset the lowered volume, so Intel still came out ahead in terms of revenue. The lowered volume likely stems from a combination of the ongoing shortages, which we'll cover shortly, and increased competition from AMD, but we won't know the impact of the latter until updated market share figures are released in a few weeks.

Intel's data center group (DCG) proved to be its biggest surprise, with a whopping 19% quarterly increase in revenue to $7.2 billion propelled by a 48% YoY sales increase to cloud service providers. Unit volumes for the data center group improved 12% on the quarter while average selling prices increased 5%. AMD's EPYC Rome processors are obviously stellar performers, but Intel reiterated that it has continued to focus on minimizing the impact of shortages to its Xeon lineup. Intel's sales figures don't indicate any significant impact from EPYC yet, though we won't know if an expanding market has also benefited AMD until next week."

https://www.tomshardware.com/news/intel-fourth-quarter-2019-earnings-cpu-market-shortage-layoffs
 
jefferz said:
Intel finished out the 4th quarter strong with yet another record breaking quarter.

"Intel continued its string of successful financial performances today with a record-setting fourth quarter revenue and record yearly revenue. Intel posted an 8% year-over-year (YoY) revenue growth on strength in several of its business groups as it powered to $20.2 billion in revenue, capping a fourth consecutive year of record revenue. Much of the gain came on an impressively strong performance in data center sales, while desktops saw an expected 6% decline in yearly volume, which was partially offset by higher average selling prices (ASP).

AMD is undoubtedly impacting Intel's desktop PC business, but Intel benefits from its sheer scale. Consider this: Intel's $10 billion in fourth quarter revenue from its PC-centric business alone far outweighs AMD's recent $1.8 billion quarterly revenue for its entire company (graphics and processors). Add in Intel's $7.2 billion in 4Q data center revenue to get a real sense of the challenge ahead of AMD.

But that doesn't mean AMD, which holds the process node advantage for the first time in company history, can't make a dent in Intel's desktop dominance. Intel's client computing group (CCG) notched a 2% gain in revenue compared to last year, notching a 7% increase in processor sales quarter-over-quarter, but the company's desktop PC volumes were down 6% compared to the prior year. Higher average selling prices (ASPs) offset the lowered volume, so Intel still came out ahead in terms of revenue. The lowered volume likely stems from a combination of the ongoing shortages, which we'll cover shortly, and increased competition from AMD, but we won't know the impact of the latter until updated market share figures are released in a few weeks.

Intel's data center group (DCG) proved to be its biggest surprise, with a whopping 19% quarterly increase in revenue to $7.2 billion propelled by a 48% YoY sales increase to cloud service providers. Unit volumes for the data center group improved 12% on the quarter while average selling prices increased 5%. AMD's EPYC Rome processors are obviously stellar performers, but Intel reiterated that it has continued to focus on minimizing the impact of shortages to its Xeon lineup. Intel's sales figures don't indicate any significant impact from EPYC yet, though we won't know if an expanding market has also benefited AMD until next week."

https://www.tomshardware.com/news/intel-fourth-quarter-2019-earnings-cpu-market-shortage-layoffs
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But "Intel is fucked"!!!

I know because some super-negg chode on the internet who totally understands how things work said so!
 
Madmick said:
But "Intel is fucked"!!!

I know because some super-negg chode on the internet who totally understands how things work said so!
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...they are. did you even read their financials or hear/read the conference call?

their revenue is a record high (again), but their profit is... not (again). further, they're focusing on propping up their stock price instead of long-term viability. ie: stock buybacks, layoffs (which appear to be worse than reported), lowering prices/margin, etc. they still seem to be more concerned with wall street than their hardware issues.

the first couple questions on the conference call pretty much nailed it.
 
Well well well. My guess is AMD came out with all the best guns in their secret labs and latest technology while Intel is milking market. I am core Intel fan but my new CPU may as well be AMD for the very first time...

64 cores CPU from AMD vs current BEST lousy 18 cores Intel, you gotto be shitting me

https://www.cpubenchmark.net/high_end_cpus.html
 
Nameless King said:
So what Intel is up to lately? Surely something isn't right
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stock buybacks, layoffs, slashing their margins (ie: "record revenue," while profits drop), and trying to wait out ___________, while shifting focus to ai and iot. chipwise, they're fucked. datacenter is holding for now, rest is waning fast.

https://ycharts.com/companies/INTC/stock_buyback
https://seekingalpha.com/article/43...up-intels-operating-performance-deterioration

their 'discrete GPUs' they kept hyping should be out soon, i think. not that it should matter much.
 
Nameless King said:
So what Intel is up to lately? Surely something isn't right
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Laptops.

AMD is making gains there, too, but Intel is choosing to focus on the biggest market, and it's laptops/ultrabooks/hybrids. They're all in on the best real-world performance per watt, onboard GPU performance in class, and the best overall performance at the lowest TDPs as they continue to attempt to make RISC relevant (against ARM) in the smartphone market.

I think they see desktop PCs as something of a dying niche.
rob mafia said:
stock buybacks, layoffs, slashing their margins (ie: "record revenue," while profits drop), and trying to wait out ___________, while shifting focus to ai and iot. chipwise, they're fucked. datacenter is holding for now, rest is waning fast.

https://ycharts.com/companies/INTC/stock_buyback
https://seekingalpha.com/article/43...up-intels-operating-performance-deterioration

their 'discrete GPUs' they kept hyping should be out soon, i think. not that it should matter much.
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Things like taxes are factored into profits, and taxes were lower in 2018-- were you even aware of that?

Operating income and net income were up for 2019 over 2018. Profits are only down relative to the overall worth of the company, overall revenue, and per share (while total revenue in those metrics isup). There are obviously downsides to no longer being the top chip seller in a niche market, and slightly depressed wall street trade performance, but only a neophytic bear could find meaningful downside to Intel's earnings for 2019.

You never understand the material you cite if it isn't discussing topics at a 4th grade level.
 
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Madmick said:
Things like taxes are factored into profits, and taxes were lower in 2018-- were you even aware of that?
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...of course. i posted their SEC filings from the quarterlies that jefferz misinterpreted re: "RECORD FUCKING PROFITS" posts - while profit was down.

Madmick said:
Operating income and net income were up for 2019 over 2018. Profits are only down relative to the overall worth of the company, overall revenue, and per share (while total revenue in those metrics isup). There are obviously downsides to no longer being the top chip seller in a niche market, and slightly depressed wall street trade performance, but only a neophytic bear could find meaningful downside to Intel's earnings for 2019.

You never understand the material you cite if it isn't discussing topics at a 4th grade level.
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https://www.macrotrends.net/stocks/charts/INTC/intel/net-income

net income was DOWN in 2019. their q4 net income was up YoY vs q4 2018. but their 2019 income dropped.

i already even told you this. lolz! you say this, as i'm apparently the only one here that understands their quarterlies/balance sheet.

additionally, they just made a few rounds of layoffs.

funny enough, i've been saying basically the same shit for ~5 months now. slashed margins (ie: high revenue, down profit) and stock buybacks (inflated EPS) have been propping them up - which was my point, all along - they care more about wall street than actually getting their shit together. again, i said this months ago - and it's why i said they're fucked. their strategy doesn't involve r&d or putting out better products, their strategy has been to stall for time (and hope a miracle happens or amd drops the ball or ???).

.
 
rob mafia said:
...of course. i posted their SEC filings from the quarterlies that jefferz misinterpreted re: "RECORD FUCKING PROFITS" posts - while profit was down.



https://www.macrotrends.net/stocks/charts/INTC/intel/net-income

net income was DOWN in 2019. their q4 net income was up YoY vs q4 2018. but their 2019 income dropped.

i already even told you this. lolz! you say this, as i'm apparently the only one here that understands their quarterlies/balance sheet.

additionally, they just made a few rounds of layoffs.

funny enough, i've been saying basically the same shit for ~5 months now. slashed margins (ie: high revenue, down profit) and stock buybacks (inflated EPS) have been propping them up - which was my point, all along - they care more about wall street than actually getting their shit together. again, i said this months ago - and it's why i said they're fucked. their strategy doesn't involve r&d or putting out better products, their strategy has been to stall for time (and hope a miracle happens or amd drops the ball or ???).

.
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Look who has Google. I was citing non-GAAP figures (GAAP were identical without perusing decimal places in full PDFs, and I wasn't willing to do that; apparently it comes out to -0.02% for 2019: what a disaster!!. Meanwhile, for non-GAAP, which any company will tell you reflects their financial performance more faithfully, just not how they are reported for public filing, the net income was up significantly, or at least more significantly-- by over 2% ($21.8bn vs. $21.3bn):
https://www.intc.com/investor-relat...t-Quarter-2019-Financial-Results/default.aspx
https://www.intc.com/investor-relat...eports-Second-Quarter-2019-Financial-Results/
https://www.intc.com/investor-relat...Reports-Third-Quarter-2019-Financial-Results/
https://www.intc.com/investor-relat...eports-Fourth-Quarter-2019-Financial-Results/

Your education continues.
 
Madmick said:
Look who has Google. I was citing non-GAAP figures (GAAP were identical without perusing decimal places in full PDFs, and I wasn't willing to do that; apparently it comes out to -0.02% for 2019: what a disaster!!. Meanwhile, for non-GAAP, which any company will tell you reflects their financial performance more faithfully, just not how they are reported for public filing, the net income was up significantly, or at least more significantly-- by over 2% ($21.8bn vs. $21.3bn):
https://www.intc.com/investor-relat...t-Quarter-2019-Financial-Results/default.aspx
https://www.intc.com/investor-relat...eports-Second-Quarter-2019-Financial-Results/
https://www.intc.com/investor-relat...Reports-Third-Quarter-2019-Financial-Results/
https://www.intc.com/investor-relat...eports-Fourth-Quarter-2019-Financial-Results/

Your education continues.
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that's a lot of words for someone who can't disprove the point he disagrees with, but facts side with.

also, your numbers are refuted by your own source. it was 21.5 (2018), and a 1% increase if you now want to use non-GAAP.
 
rob mafia said:
that's a lot of words for someone who can't disprove the point he disagrees with, but facts side with.

also, your numbers are refuted by your own source. it was 21.5 (2018), and a 1% increase if you now want to use non-GAAP.
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Concession accepted.
 
dat ego. is wrong, cherrypicks non-GAAP (without citing why... lolz!), cites the wrong numbers, says the above.

<36>
 
rob mafia said:
dat ego. is wrong, cherrypicks non-GAAP (without citing why... lolz!), cites the wrong numbers, says the above.

<36>
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The irony. You talk about predicting for five months their downfall, when you just started to learn about CPUs around five months ago...what exactly did your crystal ball reveal?

Here's, let's remind you. From October of last year before the Q4 figures were reported in January of this year.
rob mafia said:
intel's fucked.
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rob mafia said:
do you listen to yourself? 'they're not fucked, they just have to resort to slashing their margins to compete with the smaller company that makes less money than them!'

not anymore, and that's my point. they're making less than they're used to and cutting prices is going to slash their profits. they have no answer for competition this time. they have much to lose.

re: earnings - their forward p/e is lower, their dividend is in trouble, and they kind of cooked their books last quarter, re: modem $
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So tell me...GAAP or non-GAAP, adjusted or unadjusted, I don't care which, where is Intel "fucked" in that Q4 report? Explain to me how their profits were "slashed".

You're talking about stuff that is way above your head. You clearly don't understand Intel's business. Face it: you were wrong.
 
Madmick said:
The irony. You talk about predicting for five months their downfall, when you just started to learn about CPUs around five months ago...what exactly did your crystal ball reveal?

Here's, let's remind you. From October of last year before the Q4 figures were reported in January of this year.


So tell me...GAAP or non-GAAP, adjusted or unadjusted, I don't care which, where is Intel "fucked" in that Q4 report? Explain to me how their profits were "slashed".

You're talking about stuff that is way above your head. You clearly don't understand Intel's business. Face it: you were wrong.
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...lolz @ posting quotes of mine that not only held up - but are supported further by the results since. just like i said - their profits were/are slashed. 'record fucking revenue' should translate to "RECORD FUCKING PROFITS" - except for the fact that it didn't. like the previous posts displayed. profits down.

lolz @ pretending their q4 earnings show strength or something. they're doing so well that they're using their warchest for buybacks while doing 3 rounds of layoffs.

uberlolz @ me not understanding this. when you couldn't even get the numbers right.
 
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