… interesting… how will the sell-side analysts react to the numbers put up by the manufacturing side of the biz? All have been warned, but when it actually happens? Yikes…
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Luke, are you hidding in this board to avoid the next layoff from Wall Street melt down?
It will be interesting to see the latest tap dance or moon walk or whatever DZ pulls of this time. Pop the popcorn y’all.
wall street analyst here... Let's say for sake of argument Intel fab strategy will work.
Even so, that won't generate any meaningful sales, cash flows or profits until years out (if ever).
So, in the meantime the company will muddle every quarter doing a dance of 'expectation setting' and then reporting that, 'look we beat our numbers'...
but, the analysts and investors will grow tired and impatient waiting for IFS to prove out... so the stock will come under very heavy pressure and the best case is that it will just oscillate around here until the company actually proves itself again.
Basically, it's dead money and the odds of Intel long term success are low so, you may find much better risk-return profile in about 1,000 other companies out there. Good luck.
It may go down where AMD left at $3 unless AMD makes mistakes.
While Intel is not likely to make any real money in Q1, just as it didn't in the prior quarters, it's highly doubtful the P&L would show a loss. DZ's "top job" is to keep the number in the green whatever trick it takes, and there should still be plenty in his portfolio. A QPB of about a day or so should be a safe bet.
Q1 "earnings" more accurately a loss will be the start of a mass culling of the workforce. Can't carry the dead weight forever. You heard it here first!
Stock price will go up as a result