[AnandTech] Intel Q4 FY 2019 Results: Record Quarter, Record Year - Page 2 - Overclock.net - An Overclocking Community
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[AnandTech] Intel Q4 FY 2019 Results: Record Quarter, Record Year

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post #11 of 29 (permalink) Old 01-26-2020, 04:19 AM
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Intel discovered vulnerabilities in people's cognitive abilities years ago, which is why the more vulnerabilities that are discovered the higher their profits are. Unless they are just scamming us as they are continuously losing marketshare to AMD.

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post #12 of 29 (permalink) Old 01-26-2020, 07:50 AM
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Quote: Originally Posted by Liranan View Post
Intel discovered vulnerabilities in people's cognitive abilities years ago, which is why the more vulnerabilities that are discovered the higher their profits are. Unless they are just scamming us as they are continuously losing marketshare to AMD.

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post #13 of 29 (permalink) Old 01-26-2020, 07:58 AM
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Not surprising. The deals Intel makes with big data centers and businesses are not as cut and dry as one time payments. I'm sure these bulk buyers don't just show up at Intel's doorstep with a sack full of money and get the chips. These things happen over months if not years and payments happen in phases. I'm sure they're still reaping the benefits of being an industry leader for so long. AMD made a great case for itself last year with their EPYC line up, so I'm sure we'll see Intel's earnings take a hit, eventually, if they continue to sit on their butts.
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post #14 of 29 (permalink) Old 01-26-2020, 08:05 AM
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Where is their income from though? They failed to release a new generation NIC for the financial industry and supercomputers so they cant have much income from that sector. As far as I know, their FPGA division is doing decent but not great. More and more PC companies are selling AMD models now so their sales should be down on both desktops and laptops. GPU division isnt up and selling product yet. 10nm isnt pulling in revenue from sales to other companies yet. There just doesnt seem like anywhere they could have grown. So how do they post record quarter?

edit: perhaps datacenters are buying large quantities of Intel flash and 3DXpoint?

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post #15 of 29 (permalink) Old 01-26-2020, 08:58 AM
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Quote: Originally Posted by EniGma1987 View Post
Where is their income from though? They failed to release a new generation NIC for the financial industry and supercomputers so they cant have much income from that sector. As far as I know, their FPGA division is doing decent but not great. More and more PC companies are selling AMD models now so their sales should be down on both desktops and laptops. GPU division isnt up and selling product yet. 10nm isnt pulling in revenue from sales to other companies yet. There just doesnt seem like anywhere they could have grown. So how do they post record quarter?

edit: perhaps datacenters are buying large quantities of Intel flash and 3DXpoint?
Datacenter are buying all Intel as they expend.

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post #16 of 29 (permalink) Old 01-26-2020, 09:15 AM - Thread Starter
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Quote: Originally Posted by EniGma1987 View Post
Where is their income from though? They failed to release a new generation NIC for the financial industry and supercomputers so they cant have much income from that sector. As far as I know, their FPGA division is doing decent but not great. More and more PC companies are selling AMD models now so their sales should be down on both desktops and laptops. GPU division isnt up and selling product yet. 10nm isnt pulling in revenue from sales to other companies yet. There just doesnt seem like anywhere they could have grown. So how do they post record quarter?

edit: perhaps datacenters are buying large quantities of Intel flash and 3DXpoint?
I upgraded all of our hypervisors and storage servers to Epyc Romes over the summer. I upgraded a few of our CPU compute nodes in our cluster to Intel's Cascade Lake Xeons due to their Deep Learning Boost improvements. They perform better than nVidia GPUs training on large datasets.

Pretty sure other compute cloud services followed: https://aws.amazon.com/about-aws/wha...-c5-instances/

https://cloud.google.com/intel/

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post #17 of 29 (permalink) Old 01-26-2020, 09:16 AM
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Quote: Originally Posted by dantoddd View Post
https://finance.yahoo.com/news/intel...150203199.html

here is a breakdown. Income is coming from PCs and Data centers mostly. I guess all the internet pundits got it wrong.
Both intel having a record year and quarter and intel losing ground to AMD can be true at the same time. Just means the market itself is growing at a rate fast enough to off-set the loss of market share.


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post #18 of 29 (permalink) Old 01-26-2020, 10:31 AM
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Quote: Originally Posted by DNMock View Post
Both intel having a record year and quarter and intel losing ground to AMD can be true at the same time. Just means the market itself is growing at a rate fast enough to off-set the loss of market share.
That's the part that a lot of people aren't understanding. They see that AMD has caught up to Intel in the processor segment and automatically assume that Intel is dead. Intel absolutely dwarfs AMD.
Zen 2 is selling well and for good reason but Intel still holds ~90% of the server market and corporations aren't going to spend billions to switch to AMD, at least not right away. The desktop and laptop market is pocket change compared to the server market.

AMD isn't going to be able to knock Intel off their throne any time soon but they're going to put a fire under Intel's rear for the next few years and beyond. Competition is excellent for the consumer.

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post #19 of 29 (permalink) Old 01-26-2020, 10:59 AM
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Datacenters all buy Intel. And with 2x Xeon's fitting nicely into a 1u rack space you can fit a LOT of processors in a single rack. Then multiply that by all the available floor space in these huge rooms and oh boy you've got a ton of demand for new parts. And they replace these servers yearly!

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Anybody else feel like they're cooking the books?
No. The most they've done is take advantage of GAAP to obfuscate their true situation in a legal & acceptable way. Large companies have been under the microscope since the fall of Enron and they'd have to be run by a doofus to take risks with their SEC filings.

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post #20 of 29 (permalink) Old 01-26-2020, 03:42 PM
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Quote: Originally Posted by Pendulum View Post
That's the part that a lot of people aren't understanding. They see that AMD has caught up to Intel in the processor segment and automatically assume that Intel is dead. Intel absolutely dwarfs AMD.
Zen 2 is selling well and for good reason but Intel still holds ~90% of the server market and corporations aren't going to spend billions to switch to AMD, at least not right away. The desktop and laptop market is pocket change compared to the server market.

AMD isn't going to be able to knock Intel off their throne any time soon but they're going to put a fire under Intel's rear for the next few years and beyond. Competition is excellent for the consumer.
nope, we're switching to them as our intel solutions age out(3 or 5yr depending on the device)/die.

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