https://semiaccurate.com/2017/12/20/state-intels-10nm-process/
10 replies (most recent on top)
If this is what company is really hiding, it means even the managements may be doing the same to the employees. So it really means, what/how the whole company's situation is, to be exact...
Intel silicon leadership was once something feared and respected. It was like tick tock.
Somewhere some terrible leadership and management assumed power and there aren’t any results any more just lies.
Now you got tick tock tock tock and another tock 😂😂😂😂 The lying and twisting from manufacture days is such a great laugh on the technologic circuit. Everybody knows what is going on
INTC's price is being wildly manipulated by the Klown's fake news, lies and propaganda, and naive analysts believing his bullcrap. But the time of reckoning will come, sooner or later.
@1sbl - WTF? An 8 year old posting on this forum?
Quote from the article:
"SemiAccurate’s story above took so long to write after Manufacturing day because we had to stop laughing long enough for our eyes to come back into focus."
10nm is the worst disaster in the history of the company, and will drag the company down with it, like the Titanic.
I think the Street is (seems) bullish because such a high percentage and sheer volume of stock is owned by Institutions. And they do like to manipulate. However, the one thing I have always seen to be true in the stock market is to watch insider holdings. When a CEO dumps the majority of his/her holdings to the bare minimum SEC requirement, then the unanimous result is a major correction. Intel's is coming.
It is so odd that in BK's end of year note he brags about almost being 50/50 traditional vs new business revenue. Profitability - what do you think - maybe 150/-50? Buying revenue is easy. Being profitable - not so easy...the PC and data center side is in a high start of competitive pressure. Years of risk-averse not so great product designs covered by process advantage is evaporated. So guess what. Either accept share and margin implosion. Best case do less conservative designs - which in Intel's case means integrating things customers actually want, even though you increase your product cost and decrease your margin with bigger dies. (look at AMD and ARM server designs with lots of PCI and lots of memory channels. Intel hates to do that because it drives up cost, even though customers love it.) And now you have to do it by copying what competitors are already doing....I also don't get why the street is so bullish.
The weird part is that Wall Street still thinks this puppy is undervalued. May be, but there's a big short in its future once the cat is fully out of the bag, and fully understood by analysts.
Earliest production of 10nm 2019, maybe?