The "re-alignment" is really to make it difficult to compare with previous financial groups. Now, that Rome starts gaining market share they need a way to hide the profit decreases of the Data center group. Intel did the same thing in 2011 to hide loses of the their contra revenue scheme
TBH Intel's earnings are extremely transparent when compared to peers (like AMD or Nvidia). Intel breaks down the earnings by groups and shows plenty of details. AMD doesn't even break down CPU vs GPU revenue/profit. We just of to rely on vague commentary instead of numbers if we want to understand how each segment is doing in each quarter. Also both AMD and Nvidia were not transparent during the cryptomania and downplayed the contribution of crypto in their respective inflated earnings.
All right, we would like to see your alternative theory behind Intel's 're-alignment' at the moment when they are losing CPU and server market share? Do you want to tell us the 're-alignment' is because Intel is targeting 30% of "all silicon" market share?
OK, it seems we have three explanations for this "re-alignment" now 1. Official version from Intel: strategic 'realignment' 2. Organizational downsizing forced by market share loss 3. Financial obfuscation
For lefty2 suspicion to be true, Intel would have to do the re-orgs every quarter. Obviously, they don't do it, so it sounds as an unfounded conspiracy theory to me.
I wrote it on my way to CES, hoping to fit it in before the show, but the CES news came down like a firehose. So we put it in this week and forgot to update the intro.
DPG stands for Data Platform Group, not Data Products Group, as stated on https://newsroom.intel.com/biography/navin-shenoy. Funny thing you are mentioning bio pages of Intel execs in the beginning of the article, yet messed up the new group name.
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lefty2 - Tuesday, January 14, 2020 - link
The "re-alignment" is really to make it difficult to compare with previous financial groups. Now, that Rome starts gaining market share they need a way to hide the profit decreases of the Data center group. Intel did the same thing in 2011 to hide loses of the their contra revenue schemem53 - Tuesday, January 14, 2020 - link
TBH Intel's earnings are extremely transparent when compared to peers (like AMD or Nvidia). Intel breaks down the earnings by groups and shows plenty of details. AMD doesn't even break down CPU vs GPU revenue/profit. We just of to rely on vague commentary instead of numbers if we want to understand how each segment is doing in each quarter. Also both AMD and Nvidia were not transparent during the cryptomania and downplayed the contribution of crypto in their respective inflated earnings.hunter168 - Tuesday, January 14, 2020 - link
All right, we would like to see your alternative theory behind Intel's 're-alignment' at the moment when they are losing CPU and server market share? Do you want to tell us the 're-alignment' is because Intel is targeting 30% of "all silicon" market share?FreckledTrout - Wednesday, January 15, 2020 - link
It could simply be they see the loss of market share and are making adjustments. Not everything has to be a conspiracy.hunter168 - Wednesday, January 15, 2020 - link
OK, it seems we have three explanations for this "re-alignment" now1. Official version from Intel: strategic 'realignment'
2. Organizational downsizing forced by market share loss
3. Financial obfuscation
lilo777 - Tuesday, January 14, 2020 - link
For lefty2 suspicion to be true, Intel would have to do the re-orgs every quarter. Obviously, they don't do it, so it sounds as an unfounded conspiracy theory to me.name99 - Tuesday, January 14, 2020 - link
"With CES around the corner, while not a DCG focused event, Intel has a keynote and there is potential for something to be mentioned then."So you were sitting on this for a week, not confident enough to publish?
Charlie didn't lack your confidence :-)
Ian Cutress - Tuesday, January 14, 2020 - link
I wrote it on my way to CES, hoping to fit it in before the show, but the CES news came down like a firehose. So we put it in this week and forgot to update the intro.hunter168 - Tuesday, January 14, 2020 - link
Thanks for the great work. Please eat more wafer to keep up the good work :)kty - Tuesday, January 14, 2020 - link
DPG stands for Data Platform Group, not Data Products Group, as stated on https://newsroom.intel.com/biography/navin-shenoy. Funny thing you are mentioning bio pages of Intel execs in the beginning of the article, yet messed up the new group name.Fataliity - Wednesday, January 15, 2020 - link
Like he said, he was in an airplane working on it. Maybe he had AT&T so he kept dropping signal?