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“‘The iPad’s tablet momentum has pressured the broader netbook and lower-end notebook arena,’ wrote Tim Luke, semiconductor analyst for Barclays,” Melloy reports. “Intel, the worst performer in the Dow Jones Industrial Average Wednesday, is now down for the year, while Apple is up 23 percent. The two stocks began to diverge right on cue in April, when Apple released the iPad that uses a self-designed chip called the ‘A4.'”
Melloy reports, “The analyst, who includes a chart in his report showing Intel’s forward price-earnings ratio at an all-time low, also cited a slowdown in back-to-school PC sales based on channel checks in Asia. Tablet alternatives using Intel’s Atom chip are more likely to be released in the first quarter of next year, Barclays’ Luke said.”
Full article here.
MacDailyNews Take: Tablet alternatives using Intel’s Atom chip? Hope you have room for a car battery and an air conditioner in your backpack.
I love car batteries!!!
But, I bet they are selling a pile of those nifty 12-core chips.
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That’s absolutely retarded.
Tens of MILLIONS of computers with Intel processors are sold every year.
Apple’s A4 won’t KILL Intel, it’s giving Intel some good, HONEST competition. It’ll keep Intel on it’s toes.
Competition is good Intel. It’s good for Apple. It’s good for ALL of us.!
I know there’s been talk of Apple using AMD’s new AAU chips but I don’t see them using anything but their A4 and it’s successors in their iOS devices. There’s a reason why they bought out PA Semi.
it’s only a matter of time until apple make the whole thing themselves , the cpu , the gpu the lot
and they think that big building in Colorado is for some silly cloud computing gig ?
steve’s always one step ahead , ALWAYS
All the people from PA Semi are gone. So is Mark Papermaster who was brought in for his chip fab expertise. Big question mark now.
Windows Phone7 Slate: Powered by Interstate!
Apple better watch out when Dell announces its new Dell Kin, er Streak social networking tablet/smart phone this week!
@Mr. Reese
I agree. It’s about perspective.
Something the CNBC piece is lacking.
Dell = horrible products and customer service
I accidentally hovered over “air conditioning” in the MDN take and the popup showed me exactly what I’ve been needing! My new $3000 unit is on it’s way —hooray!
/s
There’s more to this story than chips.
Intel and AMD doesn’t have an in-house team of scientists designing the OS and hardware in a synergistic manner, instead they have contend with lots of note taking and interpretation.
However, I would imagine the biggest detriment is, Microsoft and Intel don’t share everything during the design process and so the end result is only as good as the information received and comprehended.
The A4 might be killing the netbook market, and Intel by association, but the direct effect is more like a case of hemmorhoids; a royal pain in the ass, but they aren’t killing anyone.
@PA Semi?,
First, all the people from PA Semi are not gone. Only the top 1 or 2 executives left and maybe a few engineers under them. More importantly Apple bought their proprietary technology. As Steve Jobs said in the iPad keynote, Apple has been doing silicon for a long time in-house and are very good at it. They are not stopping at the A4 chip.
Second, Mark Papermaster wasn’t brought in to run a chip division. He was in charge of the overall iPhone design and ran it at a high (too high apparently) level. He wasn’t working in a chip lab.
flappo
North Carolina.
G4Dualie,
Love the hemorrhoid analogy.
Maybe that’s just the doctor in me coming out.
i’m hovering over it now and don’t see any pop-up ads? hmm, i wonder why?
Don’t Care, I’ve got nothing. Yawn !!!
I have zero ads on my page, thanks to AdBlock’s Safari extension.
By the way, kudos to MDN for the slick way their partners have developed the MDN app for iPad. I really like viewing the site while in the landscape mode; all of the day’s headlines are in a column on the left and the article is on the right.
When the left-hand column is bleeding, I turn to my work.
@cubert
Never had ’em, so I never learned to spell it.
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MDN: nice take.
ALso, i hope that both, my windows tablet, and my backpack are acid-proof.
(not likely…)
Guess I’ll just get an iPad… oh wait. I already have 2. XD
… got it right. Intel is very much like the generic PC “world” the sell to – they make pennies on their entry-level chips and dollars on their work-horses. Losing the sales of a few million entry-level chips is not going to have a significant impact on their bottom line.
Now, when HP and Acer and Lenovo all cut back their orders on Intel’s bread-and-butter chips … that’s a different story. That story was posted yesterday (the day before?) and spoke of a trend. That would have more than ten times the impact on Intel’s bottom line.
i guess i won’t be seeing 300 this year! looks like it’s going to 200.
Apple will buy AMD, that way, they are going to build the CPU, GPU and the chipset.
At least it is still revolutionary! Btw when do we stop calling it that. I think mdn needs a thesaurus.
Sure, sure, Intel may be selling a pile of those 12 cores Xeons at $2500 a piece. Intel got to greedy with their top performance chips and if this numbers are an indication it may not be a good plan. More is less…