The Enterprise PC is ALSO dying

This is one of the main concerns of the last earnings call.

For example: who needs an exchange server anymore? Just rent one at Azure.

Enterprise was down yet again. For every cloud Xeon Intel sells, they lose enterprise Xeons.

Cloud providers are also diversifying their code base away from x86. Why? They have seen the ARM roadmaps and they know that the ARM partners will have something to offer down the line. Look for crushing margin collapse.

Layoffs again in 2017. You can take it to the bank.

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By only losing 12K, Intel will remain non-competitive in the profit/capita key indicator. In fact with best case profits from the new company pillars, Intel needs to lose around a total of 25-30K to be competitive in its industry. 12K was only the "first wave" of layoffs. The souped up quarterly numbers also suggest more cost reduction needed.

PC volumes down and the lucrative servers missed was a surprise and a very bad sign.

As you noted more and more are moving to cloud servers where the sharing makes computational resourcesore efficient and sales less. Also the cloud guys are so big that going to custom hardware maybe their own designs like Google and Apple is going to happen as they are tired of making intel or BK rich. I would go to ARMy too as the difference are getting smaller and after all TSMC will beat Intel to 10nm and 7nm

Layoffs until WW headcount is closer to 50k. It's the only way they would be able to prop up the stock.

Thread regarding Intel Corp. layoffs

The Enterprise PC is ALSO dying

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