- Oct 16, 2006
What intel has posted every quarter for several years is irrelevant in this context. You can't deny that their 10nm problems has affected their roadmap, and therefore their competitive position. And by next year when 7nm rolls out any technology lead they've had will be wiped out. So it makes no difference today what has happened in the past as far as the products themselves go. You also can't deny that Ryzen, EPYC and Ryzen mobile give intel competition they haven't had in a decade so again, the last several years means nothing as far as competition goes today. There are many factors that make it a big mistake to use the past several years as any kind of guide as to what will happen in the future.Intel is posting record profits and revenue and has done so, to my knowledge, every quarter for years. The thing you guys are forgetting is that Blackberry and the other companies mentioned had several competitors with better products. Intel does not face that competition, even with Ryzen. Let's assume that Coffee Lake takes a 10% performance hit with the patches and Ryzen doesn't - CFL will still be ahead in performance in all likelihood due to greater IPC and far superior OC headroom. Even with a 10% boost in clock, I am not sure the next version of Ryzen will be able to overcome this advantage. At best, I see it drawing even but this will have little affect on corporate purchases IMO.
Blackberry ruled the roost, and consumer mindshare, until one product hit the market: the iphone. That is when Apple skyrocketed and Blackberry plummeted. intel's situation doesn't have to mirror these other companies' trajectory. A decline will always start somewhere, and this Meltdown affliction could be intel's 'iphone' where mindshare and confidence begins it's shift to the negative. Which as we've heard over and over pertaining to AMD, is what really matters.