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Intel acquires Linutronix

community.intel.com

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Re: Intel acquires Linutronix

#3

Post by colinmhayes »

caleb-allen wrote: post #2

Intel seems to be making all the right moves. I'm excited to see what Pat Gelsinger can do over the next 5 years (I'm long INTC).

Intel is currently worth less than AMD even though Intel's profit is quite a bit higher than AMDs entire revenue. I recognize that Intel has huge problems to solve but they absolutely seem undervalued currently.

Re: Intel acquires Linutronix

#4

Post by zmk5 »

Hopefully this results in even better drivers for Linux. I wonder if the graphics cards they have planned will have good Linux drivers too. I've always had a good experience with their Linux integrated graphics drivers so far.

Re: Intel acquires Linutronix

#5

Post by cinntaile »

colinmhayes wrote: post #3
caleb-allen wrote: post #2

Intel seems to be making all the right moves. I'm excited to see what Pat Gelsinger can do over the next 5 years (I'm long INTC).

Intel is currently worth less than AMD even though Intel's profit is quite a bit higher than AMDs entire revenue. I recognize that Intel has huge problems to solve but they absolutely seem undervalued currently.

AMD is way more nimble than Intel though, since they're fabless.

Re: Intel acquires Linutronix

#6

Post by MisterPea »

caleb-allen wrote: post #2

Intel seems to be making all the right moves. I'm excited to see what Pat Gelsinger can do over the next 5 years (I'm long INTC).

Same and also long INTC - Pat has been known for a while to be a very competent leader. I think the vertical integration that intel has will be extremely valuable in the next decade.

Re: Intel acquires Linutronix

#9

Post by mhh__ »

colinmhayes wrote: post #3
caleb-allen wrote: post #2

Intel seems to be making all the right moves. I'm excited to see what Pat Gelsinger can do over the next 5 years (I'm long INTC).

Intel is currently worth less than AMD even though Intel's profit is quite a bit higher than AMDs entire revenue. I recognize that Intel has huge problems to solve but they absolutely seem undervalued currently.

Intel have been making balls-out plays (i.e. they could've just sold the fab business and MBA-ed themselves to death) and making good money but their stock is 30% or so down from last year so I am inclined to agree.

They'll never have a run like they did from Nehalem through to Zen's launch, but I think they're about to prove that they still have it and that they know how to sell chips.

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