Re:Microsoft’s Q4 earnings and 2020 expectations
by skinnymuch on Saturday July 20, 2019 @12:37AM
(#20484204)
What do you mean by 75% of Microsoft market cap? Intel’s market cap is tiny compared to Microsoft. It probably barely makes top 20 companies.
Re:Microsoft’s Q4 earnings and 2020 expectations
by ultraluminous on Friday July 19, 2019 @04:45PM
(#20482309)
Is Intel not a "mega tech company"? They have 75% the market cap of Microsoft, and virtually all of their revenue is from producing silicon.
Ironically this is exactly the point you miss - Intel's business it to produce and sells silicone. Intel's cohorts are AMD, ARM and NVIDIA, and they are all technology companies who's business is the development and sell of technology.
Apple produces consumer electronics, and though in many cases it also designs and produces some internal technology components, their business is not in any way dependent on selling that tech in itself. In fact it's arguable that the main influence on whether an apple component is developed in house or outsourced is economical/logistical and not tech based at all. Apple's cohorts are Sony, Samsung, LG etc, all consumer electronics providers.
I mean, Apple is at the point where they're designing multiple custom chips: a general-purpose CPU (A12X), a SiP (S4) an ARM SoC (T2), a wireless-focused SoC (W3), and an audio-focused SoC (H1).
Is Intel not a "mega tech company"? They have 75% the market cap of Microsoft, and virtually all of their revenue is from producing silicon.