Is Apple headed down. I think Apple is dead. They have little new products in pipeline. Chinese products very good at 70% less. The are struggling in China and India. How do they keep margins?
They are dead in mapping, AUTO, DON'T UNDERSTAND APPLE TV.
Guess which company would be dead BEFORE Apple?
Smartphones powered by ARMy is 1.5 Billions sales and forecasted to grow about 1.5%
x86 about 250 million and expected to contract about 7%
Any questions from Intel employees or retarded executives?
Which company can buy the other company 4 times over?
Things to ponder on a lazy Sunday.
Funny Jobs a Syrian Bhuddist, his father could not even immigrate to US today. No Apple
There is huge writings of his mediation practices, Zen bhuddism, it's definetly in the design.
Still was a mean soul. Aha
Apple and Steve Jobs were always on the Edge work and personally.
Jobs traveled to India, lived in Asharms , practiced Hinduism, become a Bhuddist. Lived on a Apple farm in Oregon.. influenced his design, esthetics, oneness which is still in the product.
Jobs was not technical but had real spirtality.
He was highly influenced by JK the non guru "truth is a path less land", there was a good foudation.
@Jc3mG2q-1vlb ARMy has been working the ecosystem and with 10nm product, additional SOFTBANK support for infrastructure you'll see the beginning of cloud adoption. Intel with slipping 10nm and 7nm schedules will result on ARMy competitive servers making smartphones repeat in servers happen at 7nm.
Of course the situation could be even more dire if 10nm slips and if so all resource will be pulled from 7nm to work on 10nm and 7 will slip as well.
The end is near and little can be done, need a new CEO, complete restructure of the company for any rescue to be possible
So Average Intel Laptop, desktop rarely uses more than 15% of cpu, and similar for storage. If ARM gets more efficent. ARM is dominant on Thin client, and becomes dominant on server side. Huge advantage running same sys on server and client side. Kills Intel biz by 2019. Obviosly assumes lots of network bandwidth very cheap. As server side scale look for 90% lower cost
Gartner and IDC for the state of the PC business. You'll see that peak PC was in 2011. Double digit unit declines every year since which have led to under utilized fabs. Their forecasts do not show this abating. PCs are clearly in secular decline.
For the financials, look at the 10Q SEC disclosures for operating earnings, revenue and capex trends. Also look at the scale of the IoT and mobile operating units.
For the scale and technology issues, look at the leading edge volumes that Intel produces vs. what leading edge volumes TSMC and Samsung produce. Compare their capex to Intel. Look at their roadmaps and their customer roadmaps and compare to Intel's.
Think about who is demanding leading edge capacity and why they need it and how they can fund the necessary capex to realize it.
For more insight - plot mobile ARM processor performance from Apple over time and compare to Intel's core processor performance over time. Apple will cross over Intel's performance possibly in Q4 and almost certainly in 2017. Ask yourself why this is happening - hint - follow the money.
Use your brain - assuming you have one - to draw inferences based on the data.
Look where?
It's all there for those that care to look.
Feel free to ignore the freight train led by Apple+TSMC about to run Intel over.
All this is known how?
The Intel core business is shrinking.
New capital equipment costs are increasing rapidly against the backdrop of declining revenue.
The key competitive advantage has eroded completely as TSMC and Samsung have achieved and exceeded Intel in both performance and economy of scale (hint they're related).
In order to maintain scale, Intel needs new volume and growth. These haphazard attempts at IoT and other lame initiatives show how desperate they are.
If no new drivers are found, Intel is in deep doodoo. Look at the balance sheet for hint. They are levered up and net cash is negative.
@Jc3mG2q-ybf Read the tea leaves, hope you got a parachute if you need more than a few years till retirement. Intel is somewhere between Kodak and DEC, many just don't understand that.
Exactly! Really people? I hear all this negativity about how Intel is going down . Please, we all know this isn't going to happen. Where does everyone get there info to make assumptions .
No need to debate Apple! Stay on task how phucked up and scary Intel's future is.
The Apple debate is a idiots way of turning the spotlight of the bigger problem in one's own house!
Apple's growth has to stop - there are growth limits on a HALF TRILLION dollar market cap base. They have saturated and dominated the high end phone market. This is a stunning success.
Some people are really stupid.
They have the cash now to take on other businesses but nothing is bigger than the smartphone
Apple is not a growth company, but they are far from "going down".
We shall see. China is slowing down, the consumers after 15p mm will buy Chinese phones, the Gov will make it tough for apple. India is mostly Andorid, and they are value buyers. Phones at 20 to 40 usd.
Only Europeans, and Americans are core markets. I have both Samsung and Apple I like larger screen i.e. Samsung. Samsung will push very hard. So Koreans are brillant.
Intel will go under before Apple!
It sound have to be that way, Intel could have rules the world but the last two CEOs; PSO and BK really blew and are blowing it.
Apple is all phones but trust me they will sell a lot of phones even if they don't get much better.
Intel if 10nm doesn't show up in 2017 is dead.
So did Kodak, GM, RCA, Xerox...the fact they have so much cash means their business outlook wealth they see no opputunity to invest grow. If iPhone gets commiditized, and it will, what's the plan?
Apple has been broke before...iPhone is a fluke
Go ask any person of wealth or one that aspires to wealth what phone they would want?
Go as same person what they care is in their PC.
Which companies have rumors and people line up for their new products and which one just launched and nobody cared.
One the CEO is mobbed the other most don't even know who he is.
BKs face will never grace the cover of any magazine unless it is story about how Intel lost its Moore on his watch, LOL
Yeah they're dead.
They ONLY have $250 BILLION dollars in cash laying around.
Why that's only a quarter of a TRILLION dollars.
I can't imagine how they could survive on that...