So, Intel "fails to discuss" Whiskey Lake and Amber Lake and etc.
If I'd had Intel stock I would have sold it last year after they promised 10nm for nth year in a row with nothing to show for it. Now I'm wondering when it is you're supposed to short them. When DO you short a company with a balance sheet that's great in the immediate term but has ever worsening long and midterm prospects?
Regardless of any internal setbacks or advancements by a competitor,you can count on one thing... Intel has a great deal of expertise, time, money and manufacturing capability and they will bite back.
When looking at Intel's prospects you need to look at their core business. These consumer laptop and desktop chips are what get people like us excited, but it is one of the smallest parts of their bottom-line income. Demand for their server products remains strong, and that isn't changing. The new DIMM based Optane products coming out in the next year is going to be a big game changer for large servers in a way that very few people see coming. So ya, disappointed as I was in their keynote (which seemed to be full of empty promises) I don't see any of that disappointment hurting Intel's ability to make money, so their stocks will continue to do just fine. It may even be a good time to buy in. My next desktop or laptop may be AMD, but I am not exactly giving up on Intel's business plan.
It's a lot like nVidia. We still treat them like a gaming GPU company, when that is really just a botique part of the overall company now. They are saying nothing about their next gen gaming chips simply because they don't care about their next gen gaming chips. As soon as AMD catches up in performance (and availability), nVidia will release last year's tech that they put in their AI efforts and call it a day. The fact that there are no gaming plans does not hurt nVidia's bottom line at all, because nVidia is not a consumer facing company any longer. Intel is in the same boat. Both companies are becoming this generation's IBM which disappears from the public view and continues making money hand over fist based on IP and B2B products. The real question is if there is enough available IP for new companies to take their place during this transition, or if they will continue to keep a strangle hold on their legacy markets 'just because'
During their Q1 call they mentioned some of these codenames in the context of the 10nm delay - that's delayed but we still have new things so you should leave no doubt that this is not 10nm.
Weird, Amber Lake isn't on their list of code names but Whiskey Lake as been on that list for while. Anderson Lake appears to be new since the last time I checked.
"double digit performance gains (against Kaby Lake parts, not the more recent Coffee Lake parts) and also will offer integrated Wi-Fi"
Considering Caffee Lake already provides double gains over Kaby, this may well be Coffee Lake with the new chip-"set" with integrated WiFi. A lack of any changes to the silicon may explain why Intel doesn't want to provide any details.
I really don't care if the next processor is 8, 28 or 278 core - please just give me more pcie lanes. I don't make youtube videos, I don't make any videos - I game and use my PC for many standard apps such as word, excel, access, makemkv. None of the dunsel cores are going to help me. Please just add more PCIe cores to main stream processors.
Skip... These are the "Tick" market chips, not the "Tock" market chips. Tick = i7 920 - i7 7980xe, and Tock = i5 2600k - i7 8700k. Never buy the tick market, no matter how impatient you are or how sexy a motherboard may appear... most of you learned a terrible lesson buying the x299 chipset and chips to go with them...
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Frenetic Pony - Tuesday, June 5, 2018 - link
So, Intel "fails to discuss" Whiskey Lake and Amber Lake and etc.If I'd had Intel stock I would have sold it last year after they promised 10nm for nth year in a row with nothing to show for it. Now I'm wondering when it is you're supposed to short them. When DO you short a company with a balance sheet that's great in the immediate term but has ever worsening long and midterm prospects?
damianrobertjones - Tuesday, June 5, 2018 - link
"has ever worsening long and midterm prospects?"You cannot predict the future and, if you could, you wouldn't be here as you'd have a load of cash and be living on an island.
goatfajitas - Tuesday, June 5, 2018 - link
Regardless of any internal setbacks or advancements by a competitor,you can count on one thing... Intel has a great deal of expertise, time, money and manufacturing capability and they will bite back.III-V - Tuesday, June 5, 2018 - link
Predicting the future is easy. Knowing exactly when things will boil over is not.Frenetic Pony - Tuesday, June 5, 2018 - link
My island has WifiCaedenV - Tuesday, June 5, 2018 - link
When looking at Intel's prospects you need to look at their core business. These consumer laptop and desktop chips are what get people like us excited, but it is one of the smallest parts of their bottom-line income.Demand for their server products remains strong, and that isn't changing. The new DIMM based Optane products coming out in the next year is going to be a big game changer for large servers in a way that very few people see coming.
So ya, disappointed as I was in their keynote (which seemed to be full of empty promises) I don't see any of that disappointment hurting Intel's ability to make money, so their stocks will continue to do just fine. It may even be a good time to buy in.
My next desktop or laptop may be AMD, but I am not exactly giving up on Intel's business plan.
CaedenV - Tuesday, June 5, 2018 - link
It's a lot like nVidia. We still treat them like a gaming GPU company, when that is really just a botique part of the overall company now. They are saying nothing about their next gen gaming chips simply because they don't care about their next gen gaming chips. As soon as AMD catches up in performance (and availability), nVidia will release last year's tech that they put in their AI efforts and call it a day.The fact that there are no gaming plans does not hurt nVidia's bottom line at all, because nVidia is not a consumer facing company any longer. Intel is in the same boat. Both companies are becoming this generation's IBM which disappears from the public view and continues making money hand over fist based on IP and B2B products.
The real question is if there is enough available IP for new companies to take their place during this transition, or if they will continue to keep a strangle hold on their legacy markets 'just because'
jjj - Tuesday, June 5, 2018 - link
During their Q1 call they mentioned some of these codenames in the context of the 10nm delay - that's delayed but we still have new things so you should leave no doubt that this is not 10nm.Luckz - Tuesday, June 5, 2018 - link
You wanna get wet? We have some nice 14nm+++++++ lakes for you.goatfajitas - Tuesday, June 5, 2018 - link
Nah, too many plus's. They will just add a new acronym for it, for example 14nm HPV process.Kevin G - Tuesday, June 5, 2018 - link
Weird, Amber Lake isn't on their list of code names but Whiskey Lake as been on that list for while. Anderson Lake appears to be new since the last time I checked.https://www.intel.com/content/www/us/en/design/pro...
MrSpadge - Tuesday, June 5, 2018 - link
"double digit performance gains (against Kaby Lake parts, not the more recent Coffee Lake parts) and also will offer integrated Wi-Fi"Considering Caffee Lake already provides double gains over Kaby, this may well be Coffee Lake with the new chip-"set" with integrated WiFi. A lack of any changes to the silicon may explain why Intel doesn't want to provide any details.
Alexvrb - Tuesday, June 5, 2018 - link
That sounds about right.boe_d - Tuesday, June 5, 2018 - link
I really don't care if the next processor is 8, 28 or 278 core - please just give me more pcie lanes. I don't make youtube videos, I don't make any videos - I game and use my PC for many standard apps such as word, excel, access, makemkv. None of the dunsel cores are going to help me. Please just add more PCIe cores to main stream processors.goatfajitas - Wednesday, June 6, 2018 - link
Just curious, if all you do it "game and use my PC for many standard apps" why do you need more PCI-e lanes?scroogemcduck - Friday, June 8, 2018 - link
Skip... These are the "Tick" market chips, not the "Tock" market chips. Tick = i7 920 - i7 7980xe, and Tock = i5 2600k - i7 8700k. Never buy the tick market, no matter how impatient you are or how sexy a motherboard may appear... most of you learned a terrible lesson buying the x299 chipset and chips to go with them...