https://www.bloomberg.com/news/articles/2018-04-02/apple-plans-to-move-from-intel-to-own-mac-chips-from-2020
For those preaching "All is well" your narrative just took a nuclear bomb to the face...
13 replies (most recent on top)
INTC is at an 18-year high. What are you talking about? Just enjoy the gains.
Well in situation when even MSFT pushes Windows on ARM who really belives that Apple who designs their own ARM chips wouldn't follow that path... But worry not we will have one more great fireworks made with IA drones. BK's on it.
Lower stock price means more RSUs from focal grants, since it is now computed based on the average stock price in April.
Apple moved years ago from Motorolla 68xxx to PowerPC, why?
Then Apple moved from PowerPC to x86, why?
Now dump x86 and why ?
A very small portion of Intel's revenue/profits comes from Apple Macbooks. Intel should focus on cloud & other growth areas and ditch Apple.
RIP City is an apt name
The next move is to create their own modem and integrate with their processor. iCDG will be dumped. The writings are on the wall.
With all he's said about self driving cars, how do we get Brian into a self driving Tesla that will inevitably run head into a bridge? Let Murphy has a shot at driving Intel into the weeds.
Perhaps people will slowly understand now why Intel has been defocussing the PC CPU business.
Kalamata. Watch for more VP s head for the hills.
Agreed, this is inevitable, but says more about Apple (who want to control all things, and pay no one else a margin) than it does about Intel.
Inevitable.
companies come and go and so do customers... Too bad for Intel... Good news for almost everyone else.