What the heck is going on with Intel?
3 replies (most recent on top)
Intel is doing great. Best company ever.
AMD is a friggen disaster, it isn't hard for the stock to be up when it is essentially worthless to begin with.
AMD had to shed their factories and why is that, they didn't generate enough volume to fund the huge R&D burn rate for silicon development and manufacturing.
Guess what, INTEL has that problem soon, yeah server business is all growth, but it is far slower than predicted and the client continues to fall fall like crazy. Soon volumes won't be able to justify more than two high yielding fabs, of course three are needed given the health of 14nm and maybe 4 or 5 fabs for how 10n is shapping up.
But then in the ARMy world they sell a billion CPUs and the funding and factories are Samsung and TSMC are building are simply HUGE as they have the virtuous cycle.
So have no fear intel stock holders, when 10nm products arrive in 2018 the stock will also appreciate by huge % as it will start from a very very low price, LOL
Since you asked, Intel is also up.