2026
12 replies (most recent on top)
5PM, Jan 30.
That is when AMD reports. The big question will be how much MSS they took in Desktop. IDC says overall growth (0.7% vs Q416) in PCs, Intel says down. Recall that AMD now has several quarters of Ryzen desktop out, but only really introduced Ryzen Mobile in December, so it's 3Q18 until we see meaningful data. Epyc impact is a similar timeframe given the lengthy server qual cycle, though ANY decent Epyc ramp is going to have an effect on both stocks.
Intel had a good quarter and a good year. They will not go down quickly nor quietly, but let's wait for the relevant data before claiming any pyrrhic victory.
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Wow earnings were sure below target. Good job, OP should become a psychic.
@qjs - Sadly, you are going to be right. BK has lied this far, why change now? The only possibility is that DCG has indeed stalled and the analyst crowd peels back the onion far enough to freak out a major institutional holder or two.
Still, the stock was up almost a buck early today and was pulled back quickly once someone sold their covers.
Guidance is going to be good to great. BK/Intel can't afford to reinforce the impression that he got out ahead of the crowd based on non-public information.