Notes from Intel earnings call

[Phynaz]

Sales last Q of $13.5B
Net income $2.83B, down a bit from last year.
64% margin.

22nm ramp is ahead of plan - Ivy is now 25% of volume, their fastest ramp ever. This actually hit them on the bottom line because they are incurring costs faster than planned.

Taking some 32nm production offline.

40 customers for Xeon Phi.

Taking share at the low end of the market.

Flat out said they took share from AMD this quarter. Which considering their sales are up, while AMD's are down, makes sense.

 

[N4g4rok]

Taking share at the low end of the market.

By that you mean the i3 range and similar?

 

[Phynaz]

Their words, not mine.

 

[N4g4rok]

Right. That's interesting. Were there ever even plans to release and IB-based i3?

I wonder if investments from the Atom SoCs are included in that as well.

 

[jpiniero]

Intel did better than I thought. That can't be good news for AMD...

Interesting that Intel did much better in the Data Server group (eg: Servers) than the others. 14% increase in revenue.

 

[VirtualLarry]

http://www.tomshardware.com/news/intel-q22012-ultrabook-ivy-bridge,16336.html

 

[2is]

Intel did better than I thought. That can't be good news for AMD...

Interesting that Intel did much better in the Data Server group (eg: Servers) than the others. 14% increase in revenue.

There hasn't been good news for AMD since the release of Conroe

 

[Red Hawk]

Intel's still making boatloads of money, what else is new? I'd kill to own a business with a gross margin like that...

 

[Rifter]

Considering that at this point AMD is rolling over and letting intel rape them this really is not that surprising.

 

[ShintaiDK]

The 22nm ramp is simply amazing.

 

[IntelEnthusiast]

By that you mean the i3 range and similar?

Yes the 3rd generation Intel® Core™ i3 processors and similar low end processors should launch in the near future.

 

[Lonyo]

Right. That's interesting. Were there ever even plans to release and IB-based i3?

I wonder if investments from the Atom SoCs are included in that as well.

They have already started to release i3 processors for mobile, and i3 generally was just the last release overall.

 

[Idontcare]

There hasn't been good news for AMD since the release of Conroe

There hasn't been good news for AMD since AMD announced they were intentionally slowing down their investment into 65nm, pushing out the 65nm roadmap, because they perceived themselves as holding such a lead over Intel with their 90nm X2's that they could afford to rest on their laurels for a while.

The symptoms of a disease deep within AMD were there for all to see and read, only later did we truly come to understand the criminal nature of Sander's successor.

 

[N4g4rok]

The symptoms of a disease deep within AMD were there for all to see and read, only later did we truly come to understand the criminal nature of Sander's successor.

I've not looked into the market or their CEOs previous to 2009-ish. What did this guy do?

 

[Phynaz]

Insider trading.

 

[Idontcare]

I've not looked into the market or their CEOs previous to 2009-ish. What did this guy do?

http://www.itp.net/578337-ruiz-resigns-from-globalfoundries