We're still waiting for the Anandtech "deep-dive" on Intel vulnerabilities and resulting performance losses. Are Intel still fobbing you off as you claimed? I guess the article isn't really going to appear after all, is it guys? Your credibility is approaching zero... only Intel fluff pieces from Anandtech in future, look elsewhere for critical and unbiased analysis.
You're right it's a waste of time 6 months or whatever later, but that doesn't mean we should forget that Anandtech chose to look the other way (while fobbing off enquiring readers saying they were waiting on answers from Intel) rather than being critical of Intel. And this is going to be repeated in future, hence the lack of credibility they now have. Anandtech are quick to write fluff pieces that show Intel in a positive light, but anything critical (regardless of it's importance) we know will be non-existent. It's hard to take Anandtech seriously under such circumstances, particularly when other sites are discussing the issues that Anandtech ignores.
I too have been waiting patiently for their analysis and worry, as you do, that it will never come; at least until Intel releases a set of products with all of the vulnerabilities, fixed and then Intel will say, "See how much faster our new parts are!" and AT will confirm it. I dislike being so cynical, but what choice do I have?
Relax, cowboy. If everyone else is writing these pieces, go read 'em elsewhere. I'm happy to wait for Anandtech to do their painstaking and detailed in-depth pieces properly ... and if you're not, that's your choice, fine. Though how you call THIS article on earnings a "fluff piece" is beyond me!
Yeah, like the detailed in-depth performance analysis of Rivet Networks' Killer NIC series of products that clearly demonstrates how they were worth all of the off-handed remarks about how good they would be for the buyers. Or that coverage of the GTX 1050, and the 1030, the MX150, and a bunch of AMD graphics cards from the last couple generations. Those were all well-developed, well-written articles free from copy-paste table errors and embedded auto playing advertising videos.
I see your point. On the other hand, there are a mere handful of sites that I trust as much with journalistic integrity and in-depth knowledge as Anandtech. They've carried on in much the same way as they have when Anand Lal Shimpi was leading them ... with a few more ads, perhaps, but that's a minor enough issue for me (and no, I don't use an ad-blocker, they deserve the revenue). They're certainly not perfect and I don't claim that they always get everything completely correct; who does? But I DO claim that they are not overtly biased and they try not to be biased, which is what the original poster has his underpants in a knot about.
If you know of other (or better) sites to recommend that cover the area with a similar mix of breadth, depth, and journalistic integrity, I'd like to know what they are. Really, I would... without as much time as I'd like these days, I find myself seeking high-quality material. Anything else (and especially the clickbait pit that journalism has descended into) is a waste.
Please research like this belongs on WCCFTech, AnandTech should spend time on more critical issues. No body has yet shown a single real virus from any of this spectrum/Meltdown BS and keep in mind it not just Intel that is related to issues. AMD and ARM cpus have been proven to also have variants.
Thanks Mr Trump; tariff tariff tariff.......at the end IT companies suffer. A growing market is now a disaster, too bad because increasing the global volume there is space for all companies without loss in revenue. Well done (sarcasm), Intel AMD ARM IBM Nvidia and many others love you sooo much.
Data center decline is likely due to the arrival of Cascade Lake and its minor improvements over Sky Lake-SP. The big feature is Intel returning some performance from the security fixes being in hardware, a small clock speed bump and Optane memory support on select models. Oh and a price increase. There is no incentive to migrate, especially since Cooper Lake and Ice Lake are both due next year on a new socket with some real improvements. I'd expect the YoY declines to be present in the approaching quarters based on this alone.
The NAND group may actually start to improve as one of the few reasons to migrate to Cascade Lake is Optane DIMM support, a feature that Intel was hoping to launch alongside Sky Lake-SP. Intel also loosened the requirements for their Optane caching as it went no where as a high end premium feature. The biggest factor in their decline and potential grow moving forward is the competitive nature of the DRAM and other manufacturer's NAND pricing. Right now DDR4 spot pricing is low which makes the capacity/cost benefits of Optane DIMMs not that great (especially with performance being factored in). NAND pricing is actually volatile and with one of their competitors suffering a power outage setting back production, spot prices for the market may start to move upward which works into Intel's favor. Overall outlook isn't too good for this group but it isn't as bad as it was previously.
Programmable solutions, aka what was known as Altera, had its decline as they are suffering from the same 10 nm delays. Even before Intel acquired them, their high end line was to be manufactured on Intel's 10 nm process as Altera was a custom foundry client for them. A bit tin foil hat, but I wonder how much of that Altera acquisition was based upon Intel's own projection for missing Altera's time tables and how big the penalties would be in breaking the contract they had. It wouldn't be the only reason to acquire Altera (see the planned Xeon + FPGA announcement prior to the merger) but it could have been the tipping point. Intel is also facing very strong competition from Xilinx right now.
Could it be data centers are holding off purchases as the upcoming amd generation seems to move the goalposts so much? We will know in a few weeks... of course testing validation etc takes much more time but i assume the biggest players already have access to the amd epic 2 CPUs...
There really is little reason to hold off if you need a new build except for budgeting purposes. While AMD may capture the performance crown in server once again if the Zen 2 desktops are anything to go by. However, in the middle and lowend I would expect some serious pricing competition from Intel to keep AMD's market share minimal. Even without Intel, they have taken a beating from their customers due to the recent wave of security flaws which have significantly impacted some server workloads. End users want to upgrade but not at the prices Intel is charging. Intel also has several new server chips in the wings for later this year (Cooper Lake) and next year (Ice Lake-SP). I'd expect lots of previews of these chips to act as a 'we can wait one more quarter' deterrent for immediate purchases as well as hinting at lower prices for them.
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CityBlue - Friday, July 26, 2019 - link
We're still waiting for the Anandtech "deep-dive" on Intel vulnerabilities and resulting performance losses. Are Intel still fobbing you off as you claimed? I guess the article isn't really going to appear after all, is it guys? Your credibility is approaching zero... only Intel fluff pieces from Anandtech in future, look elsewhere for critical and unbiased analysis.wilsonkf - Friday, July 26, 2019 - link
Wasting time doing a "deep-dive" now - make no sense if new flaws are coming out every six or seven months.CityBlue - Friday, July 26, 2019 - link
You're right it's a waste of time 6 months or whatever later, but that doesn't mean we should forget that Anandtech chose to look the other way (while fobbing off enquiring readers saying they were waiting on answers from Intel) rather than being critical of Intel. And this is going to be repeated in future, hence the lack of credibility they now have. Anandtech are quick to write fluff pieces that show Intel in a positive light, but anything critical (regardless of it's importance) we know will be non-existent. It's hard to take Anandtech seriously under such circumstances, particularly when other sites are discussing the issues that Anandtech ignores.ballsystemlord - Friday, July 26, 2019 - link
I too have been waiting patiently for their analysis and worry, as you do, that it will never come; at least until Intel releases a set of products with all of the vulnerabilities, fixed and then Intel will say, "See how much faster our new parts are!" and AT will confirm it.I dislike being so cynical, but what choice do I have?
Carmen00 - Friday, July 26, 2019 - link
Relax, cowboy. If everyone else is writing these pieces, go read 'em elsewhere. I'm happy to wait for Anandtech to do their painstaking and detailed in-depth pieces properly ... and if you're not, that's your choice, fine. Though how you call THIS article on earnings a "fluff piece" is beyond me!PeachNCream - Friday, July 26, 2019 - link
Yeah, like the detailed in-depth performance analysis of Rivet Networks' Killer NIC series of products that clearly demonstrates how they were worth all of the off-handed remarks about how good they would be for the buyers. Or that coverage of the GTX 1050, and the 1030, the MX150, and a bunch of AMD graphics cards from the last couple generations. Those were all well-developed, well-written articles free from copy-paste table errors and embedded auto playing advertising videos.Carmen00 - Friday, July 26, 2019 - link
I see your point. On the other hand, there are a mere handful of sites that I trust as much with journalistic integrity and in-depth knowledge as Anandtech. They've carried on in much the same way as they have when Anand Lal Shimpi was leading them ... with a few more ads, perhaps, but that's a minor enough issue for me (and no, I don't use an ad-blocker, they deserve the revenue). They're certainly not perfect and I don't claim that they always get everything completely correct; who does? But I DO claim that they are not overtly biased and they try not to be biased, which is what the original poster has his underpants in a knot about.If you know of other (or better) sites to recommend that cover the area with a similar mix of breadth, depth, and journalistic integrity, I'd like to know what they are. Really, I would... without as much time as I'd like these days, I find myself seeking high-quality material. Anything else (and especially the clickbait pit that journalism has descended into) is a waste.
PeachNCream - Friday, July 26, 2019 - link
The silence should not surprise you.HStewart - Friday, July 26, 2019 - link
Please research like this belongs on WCCFTech, AnandTech should spend time on more critical issues. No body has yet shown a single real virus from any of this spectrum/Meltdown BS and keep in mind it not just Intel that is related to issues. AMD and ARM cpus have been proven to also have variants.Qasar - Friday, July 26, 2019 - link
sorry HStewart, but most of the issues you are referring to ONLY effect intel's chips, but please, feel free to post a link that shows other wise...yet again, as usual, here's HStewart, trying to make bad news towards intel, look like good news, or look positive, when its negative
Gondalf - Friday, July 26, 2019 - link
Thanks Mr Trump; tariff tariff tariff.......at the end IT companies suffer. A growing market is now a disaster, too bad because increasing the global volume there is space for all companies without loss in revenue. Well done (sarcasm), Intel AMD ARM IBM Nvidia and many others love you sooo much.Kevin G - Friday, July 26, 2019 - link
This is the impact of 10 nm delays.Data center decline is likely due to the arrival of Cascade Lake and its minor improvements over Sky Lake-SP. The big feature is Intel returning some performance from the security fixes being in hardware, a small clock speed bump and Optane memory support on select models. Oh and a price increase. There is no incentive to migrate, especially since Cooper Lake and Ice Lake are both due next year on a new socket with some real improvements. I'd expect the YoY declines to be present in the approaching quarters based on this alone.
The NAND group may actually start to improve as one of the few reasons to migrate to Cascade Lake is Optane DIMM support, a feature that Intel was hoping to launch alongside Sky Lake-SP. Intel also loosened the requirements for their Optane caching as it went no where as a high end premium feature. The biggest factor in their decline and potential grow moving forward is the competitive nature of the DRAM and other manufacturer's NAND pricing. Right now DDR4 spot pricing is low which makes the capacity/cost benefits of Optane DIMMs not that great (especially with performance being factored in). NAND pricing is actually volatile and with one of their competitors suffering a power outage setting back production, spot prices for the market may start to move upward which works into Intel's favor. Overall outlook isn't too good for this group but it isn't as bad as it was previously.
Programmable solutions, aka what was known as Altera, had its decline as they are suffering from the same 10 nm delays. Even before Intel acquired them, their high end line was to be manufactured on Intel's 10 nm process as Altera was a custom foundry client for them. A bit tin foil hat, but I wonder how much of that Altera acquisition was based upon Intel's own projection for missing Altera's time tables and how big the penalties would be in breaking the contract they had. It wouldn't be the only reason to acquire Altera (see the planned Xeon + FPGA announcement prior to the merger) but it could have been the tipping point. Intel is also facing very strong competition from Xilinx right now.
HStewart - Friday, July 26, 2019 - link
Keep in mind there total revenue basically close to same, costs are down. But client side (mostly laptops) are up.I think the biggest issue is simply that company's are keeping with existing equipment and not buying new equipment.
Qasar - Friday, July 26, 2019 - link
OR... maybe they are buying AMD based instead of inteljospoortvliet - Friday, July 26, 2019 - link
Could it be data centers are holding off purchases as the upcoming amd generation seems to move the goalposts so much? We will know in a few weeks... of course testing validation etc takes much more time but i assume the biggest players already have access to the amd epic 2 CPUs...Kevin G - Saturday, July 27, 2019 - link
There really is little reason to hold off if you need a new build except for budgeting purposes. While AMD may capture the performance crown in server once again if the Zen 2 desktops are anything to go by. However, in the middle and lowend I would expect some serious pricing competition from Intel to keep AMD's market share minimal. Even without Intel, they have taken a beating from their customers due to the recent wave of security flaws which have significantly impacted some server workloads. End users want to upgrade but not at the prices Intel is charging. Intel also has several new server chips in the wings for later this year (Cooper Lake) and next year (Ice Lake-SP). I'd expect lots of previews of these chips to act as a 'we can wait one more quarter' deterrent for immediate purchases as well as hinting at lower prices for them.