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I have said this before. Intel was correct to walk away from Iphone deal. The numbers were horrible. Trust me, I was there.
Intel had...
Oct 24, 2025
Lets say THEORETICALLY that Intel managers calculated a unit cost that was ~1.5x the price Apple wanted to pay (best case). Then those...
Oct 24, 2025
Intel offers both high priced processors and low-end, inexpensive ones. However, we can’t accurately analyze Intel’s true pricing...
Oct 24, 2025
But Paul Otellini and many Intel leaders should have realized that if Intel didn’t change, its partners and customers eventually would...
Oct 24, 2025
I completely agree
Otellini himself regretted it with the benefit of hindsight, but in a sense, missing out on the iPhone doesn't mean...
Oct 24, 2025
B
Jensen claims that inference is going to 1,000,000,000x for whatever that's worth.
Couple things LBT said in the earnings call:
Oct 24, 2025
It would seem I failed to make my point about the economics of the iPhone deal. Intel's process was not cost effective for building a...
Oct 24, 2025
I'm honestly curious. What do you think the process to make this feasible looks like?
Oct 24, 2025
C
exactly
And Intels most successful and profitable products are 10 and 7. And Intel mentioned the effect of 18A on Intels Margins...
Oct 24, 2025
tomatoma reacted to MKWVentures's post in the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand with
Like.
I have said this before. Intel was correct to walk away from Iphone deal. The numbers were horrible. Trust me, I was there. Intel had...
Sad.
Intel offers both high priced processors and low-end, inexpensive ones. However, we can’t accurately analyze Intel’s true pricing...
Angry.
But Paul Otellini and many Intel leaders should have realized that if Intel didn’t change, its partners and customers eventually would...