$30->$27, then $28 by close as it went up with the rest of the market, seems more like a rather ordinary earnings call.
Their share price is up 10% this month, including the price change from the earnings release.
Intel's 'historic collapse' erases $8B from market value
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Re: Intel's 'historic collapse' erases $8B from market value
#12I’m bullish on Intel even with their current struggles. I think owning their own infrastructure will pay off in the future when competitors are getting squeezed by fabs playing supply side economic games.
What is the long-term future for x86 as it gets squeezed from below by ARM?
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Re: Intel's 'historic collapse' erases $8B from market value
#13Glad I'm the the CEO on watch when that happened:) Time for them to step up an ask for a multimillion $ pay cut in recognition that they were paid far to generously during a time when the stock was over priced.
You're the CEO of Intel? Nobody ever asks for a pay cut. If anything, they'll do some moronic layoffs get a fat bonus for it
Tim Cook has.
Re: Intel's 'historic collapse' erases $8B from market value
#14I’m bullish on Intel even with their current struggles. I think owning their own infrastructure will pay off in the future when competitors are getting squeezed by fabs playing supply side economic games.
Intel is outsourcing manufacturing to TSMC though?
Re: Intel's 'historic collapse' erases $8B from market value
#15I’m bullish on Intel even with their current struggles. I think owning their own infrastructure will pay off in the future when competitors are getting squeezed by fabs playing supply side economic games.
What is the long-term future for x86 as it gets squeezed from below by ARM?
A quite long one, unless Windows on ARM finally manages to be a success after so many reboots.
Even if Windows eventually dies, replaced by something ARM friendly, we are decades away of anything else achieving the same desktop market coverage across the globe.
Re: Intel's 'historic collapse' erases $8B from market value
#16I’m bullish on Intel even with their current struggles. I think owning their own infrastructure will pay off in the future when competitors are getting squeezed by fabs playing supply side economic games.
What is the long-term future for x86 as it gets squeezed from below by ARM?
Even if x86 is out, what would an Intel pivot to risc-v look like?
Id think it'd really put the screws to Arm.
Re: Intel's 'historic collapse' erases $8B from market value
#17Earlier quoted context omitted.
What is the long-term future for x86 as it gets squeezed from below by ARM?
A quite long one, unless Windows on ARM finally manages to be a success after so many reboots. Even if Windows eventually dies, replaced by something ARM friendly, we are decades away of anything else achieving the same desktop market coverage across the globe.
I wouldn't be so sure. Bear in mind that most Windows PC's are in offices and are therefore written down to $0 every three to five years or so, depending on how your accounting goes. Speaking of accounting, halving the power consumption starts to look like it might be a good idea if the computer has a service life of six to ten thousand hours. And Apple have proven that ARM based computers can be better that x86 ones.
Suddenly the conditions for replacing the majority of x86 based machines in the world over the next five to ten years start to look quite good.
Re: Intel's 'historic collapse' erases $8B from market value
#18Earlier quoted context omitted.
A quite long one, unless Windows on ARM finally manages to be a success after so many reboots. Even if Windows eventually dies, replaced by something ARM friendly, we are decades away of anything else achieving the same desktop market coverage across the globe.
I wouldn't be so sure. Bear in mind that most Windows PC's are in offices and are therefore written down to $0 every three to five years or so, depending on how your accounting goes. Speaking of accounting, halving the power consumption starts to look like it might be a good idea if the computer has a service life of six to ten thousand hours. And Apple have proven that ARM based computers can be better that x86 ones…
The preconditions are "can run the existing Windows apps required at adequate performance" and "can be centrally administered like Windows"; are either of those met yet?
Re: Intel's 'historic collapse' erases $8B from market value
#19AMD now has a higher market cap than Intel. First time that ever happened was in 2022, but was fleeting. It happened again Friday.
Re: Intel's 'historic collapse' erases $8B from market value
#20I’m bullish on Intel even with their current struggles. I think owning their own infrastructure will pay off in the future when competitors are getting squeezed by fabs playing supply side economic games.
I was at Intel for 4 years. They always said they had
Enough cash in the bank Would be successful as long as the fabs are busy
They are losing contracts, losing talent and are not keeping the fabs busy. They were overly arrogant. And the fact the top talent can make 3-5x with less BS anywhere else only compounds it.