The margins on mobile chips are pretty cut throat. QCT operating margins have been between 4-17% last 4 Qs. Intels are usually closer to 30%. Data centers fuel the mobile revolution. If I was a investor would I want to throw money at some thing that gave me close 30% return or 17%?
Re:Intel Finds Moore’s Law’s Next Step at 10 Nanometers
by superpie on Wednesday January 04, 2017 @09:20AM
(#13318441)
That mobile revolution still relies largely on cloud compute platforms, I feel that this is more like building better destinations for automobiles to go to.
Feels to me like they are building a better horse and buggy while the automobile is creeping up on them.
The margins on mobile chips are pretty cut throat. QCT operating margins have been between 4-17% last 4 Qs. Intels are usually closer to 30%. Data centers fuel the mobile revolution. If I was a investor would I want to throw money at some thing that gave me close 30% return or 17%?