will MIcrosoft's sinking drag down Intel ??
On Sunday, September 30, 2012 1:11:12 PM UTC-4, Yousuf Khan wrote:
On 28/09/2012 6:10 PM, Robert Myers wrote:
Hardly. About 50% of Intel's profits were coming from notebook chips
the last time I looked, which was a while ago. It's fairly safe to
assume that most of those notebooks, which may itself be a threatened
species, run Windows. That's a scary number, but it's not 99%, and
there are an awful lot of server, enterprise, and technical computers
running x86 from Intel using some OS other than Windows.
More than half of the Intel-based servers are also running Windows,
followed by Linux. Besides the entire server market by volume wouldn't
even amount to 1% of their overall consumer business. They're talking
hundreds of thousands of servers per year, vs. hundreds of millions of
consumer PCs.
If you will take the time to read my post carefully, you will notice that I talked about Intel *profits*. Server chips are much more profitable (for the moment, at least) than consumer chips. If the consumer business goes away, that will leave Intel with an awful lot of amazing foundry capacity to find a use for, which is probably why Intel has made (limited) efforts to sell foundry services.
Robert.
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