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Intel Corporation (INTC)

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54,15-0,68 (-1,24%)
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  • m
    mark mt
    $AMD conversation
    Intel could cut server CPU prices to recapture market share from AMD - NOT!

    For simpletons which include some analysts and the SA and MF wannabes - that's it! The Server and enterprise crowd are the most sophisticated - once they start evaluating AMD vs $intc platforms - the pandora box is open and AMS will win hands down! It will not be based on price alone, or just performance or just thermals - it's all the above and more like TCO which include future server room space requirements for increased capacities, current and future power requirements, current and future AC requirements and CPU ease of upgrade ....

    All that taken into account - it's impossible for intel to win except in legacy systems and apps and slow moving managements/companies.
  • e
    ed
    $AMD conversation
    Everybody knows the current $INTC roadmap is not achievable. The company will only spend money on propaganda. That’s Intel’s best product.
  • o
    ozymandias
    $AMD conversation
    The TSMC foundry has enjoyed a ramp-up in its shipments for the upcoming 3nm iPhones, which led to its revenue increases in August revenue. AMD is producing 5nm Epycs. $INTC got stuck on 14nm in 2017. Pat Gelsinger says just you wait for 2024. We'll show you. Pat Gelsinger, 'the mouth'.
  • e
    ed
    $INTC conversation
    $NVDA +72% YTD
    $AMD +17% YTD
    $INTC +7.6% YTD
  • r
    rzb
    $AMD conversation
    Pat saying, "margins will suffer" is like a doctor saying, "your migraine will suffer".

    $INTC is suffering market loss and lower margins. Heart Ache and Sorrow ahead.
  • r
    rzb
    $AMD conversation
    Either "margins will suffer" or, $INTC will suffer. Be assured of the difference.
  • a
    art
    $AMD conversation
    $AMD won the chip Design arena over $INTC (period) Here’s the biggest question for Intel. Can they win a large chunk of business away from Fab leader $TSM ? This will be very very difficult. Most likely NOT for a while…
  • o
    ozymandias
    $AMD conversation
    Hedge funds are covering shorts they took between $50 and $85. The loss is high. An emerging short squeeze could make it worse. It's worth asking how so called professionals could be so wrong while retail investors doubled their money?

    1. Money Managers are uneducated ignoramuses. They were taught a few trading schemes. They know nothing about science, economics, manufacturing, nor semiconductors..

    2. Wall Street believes int he power of money and marketing. They have no appreciation for intellect. Intel has more profits than AMD has sales. Intel must create the best product.

    3. If all else fails they can manipulate the market price. A $4 billion buy back says they'll have to sell short another $4 billion of AMD to move the price into their profit zone. Doing so creates another losing position. Screwed.

    4. Retail investors follow the news. Money managers follow the value of their stock options.

    5. Intel hired a know nothing con artist CEO.

    6. It will be a cold day in Santa Clara when ASML sells EV tools to Intel who spurned the product when ASML needed customers.

    7. TSMC and $INTC are direct competitors. Intel threatened to take business from TSMC. Intel will never never get a production slot at TSMC regardless of fake news floated by Pat Gelsinger.

    8. $NVDA cannot make integrated graphics. Does not have unified memory architecture. Cannot do modular construction.

    9. The only sellers of AMD are other money mangers of index funds. Lately the shorts cover 2 million shares per week. No chance they cover before the merger.

    Happy HODLE !!
  • T
    The.Peoples.Boot
    $AMD conversation
    AMD deep GREEN and sinking ship $NVDA $INTC both deep RED!!! LOL!!!
  • J
    Johnny
    $GM conversation
    Intel says it will reserve Ireland chip factory capacity for automakers -Reuters
    "Intel Corp on Tuesday said that it will reserve factory capacity at its semiconductor plant in Ireland for automakers and has created a program to help them transition to making chips in its factories. Intel, the biggest maker of processor chips for PCs and data centers, in March said it planned to open up its chip factories for outsiders to use. Chief Executive Pat Gelsinger told Reuters in April here that the company wanted to start producing chips for automakers within six to nine months to help alleviate a shortage that has disrupted vehicle production around the world. Gelsinger was due to outline details of the new program on Tuesday at the IAA automotive show in Germany. The “Intel Foundry Services Accelerator” is aimed at helping automakers learn to make chips using what Intel calls its “Intel 16” chip manufacturing technology and later move to its “Intel 3” and “Intel 18A” technologies. Those manufacturing processes would be far more advanced than most of the processes used in the automotive industry today. Intel views automakers as a key strategic priority."

    $GM $F $INTC $VWAGY
  • H
    Hellrai$er
    $INTC conversation
    In the very unlikely case $INTC may actually rebound and the market actually believes all the hype, spam and BS from Pat Gelsinger I actually bought a little $INTC today. Still think $NVDA and $AMD will dominate though.
  • o
    ozymandias
    $AMD conversation
    AMD has a monopoly on high performance x86 microprocessors, graphics, supercomputers, and servers. Nobody comes close. $INTC and $NVDA got shut out of the super computer market. Servers follow.
  • L
    Lazerator
    $AMD conversation
    Wanna see something hilarious? Look at a 5-year chart comparing AMD and $INTC. AMD is up 1699% while INTC is up 51%. The 6 month charts are just as funny with AMD up 37.6% and INTC DOWN 1.5%. INTC is a dead dog. LMAO!!!
  • o
    ozymandias
    $AMD conversation
    $NVDA has one chance of surviving. Buy $INTC. Sell off the fabs and restructure without the six layers of marketing droids. The combined company would be ten years behind AMD technology. One slim chance is better than nothing.
  • r
    rzb
    $AMD conversation
    Oh, wow. Sell two shares of $INTC, buy one share of AMD, and buy your kid a happy meal !
  • a
    art
    $AMD conversation
    It is also worth noting that $AMD pricing power has increased, leading to an increase in processor ASP. On the other hand, $INTC is struggling to cope with a sharp decline in ASP. Chipzilla’s desktop processor ASP fell 5% year-on-year in the last quarter, while notebook ASPs fell 17% after taking discounts to transfer more products. On the other hand, AMD is taking advantage of the technology and performance advantages of Intel chips to charge a premium for AMD processors. In view of higher shipments, customers are obviously willing to pay.
  • o
    ozymandias
    $AMD conversation
    Options pressure the stock. Exercised calls are sold. The stock jumps at irregular intervals. If you aren't long and patient you miss the gains. From $5 to $110 was a good investment. From $110 to who knows where will be another good investment. AMD has the chops to take all revenue from $INTC and $NVDA. AMD can put extreme pressure on $AAPL the spy phone company. AMD can become a key supplier to CSCO. AMD is the top super computer Artificial Intelligence company.
  • a
    art
    $AMD conversation
    It was on October 9, 2020 Department of Energy Under Secretary for Science Paul Dabbar confirmed to insideHPC that $INTC Aurora was behind schedule, and that the 1.5 exaflops Frontier supercomputer will launch first. As it uses Epyc CPUs and Radeon Instinct GPUs, both from $AMD, there are no concerns about its chip roadmap.

    Dabbar said that the DOE was "in discussions with Intel" about Aurora, and was looking at "different options," but claimed that he had "a good degree of confidence" that the one exaflops system would launch not too long after Frontier.

    It is unclear how severe Intel's 7nm production problems are - it previously suffered years of delay on its 10nm development, and in both cases it has provided misleading information to the media about how long delays would last.
  • R
    Ray Trace
    $INTC conversation
    Intel can't deliver on supercomputer build. Yet another EPIC FAIL for $INTC. Government won't return to Intel for future supercomputers. U.S. government extremely disappointed with false Intel promises. Invest in the real chip stocks $AMD and $NVDA.
  • L
    Lazerator
    $AMD conversation
    $INTC was 3 years late with 10nm. Now it's over 3 years late with Sapphire Rapids. End of story.