Jumat, 17 Januari 2014

Intel Is Being Soundly Beaten By ARM

Intel had it's earnings call yesterday and then dropped 5% in after hours trading. They said a number of interesting/disturbing things. Reading between the lines, the following is clear:

  • ARM is soundly beating Intel in mobile and will do so through at least 2015.
  • Bay Trail is a failure.
  • 64-bit ARM has a reasonable chance making significant inroads in both desktop and server areas.
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