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Posted on 2/22/23 at 3:57 pm to Jag_Warrior
quote:
think you might want to zoom out and consider the big picture if that
All the chips in the missiles will be Intel?
Posted on 2/22/23 at 8:29 pm to slackster
quote:TSMC has manufactured intel chips for them.
Intel designs subpar chips compared to AMD and NVDA, and their fab is subpar compared to TSMC. It’s the worst of both worlds.
Posted on 2/22/23 at 8:31 pm to go ta hell ole miss
quote:
I would not want to buy a stock competing with NVDA and AMD over the next five years.
Intel doesnt compete with nvda on cpus. Nvda doesnt really design cpus, mainly gpus
This post was edited on 2/22/23 at 8:31 pm
Posted on 2/23/23 at 4:58 pm to The Baker
quote:
Intel doesnt compete with nvda on cpus. Nvda doesnt really design cpus, mainly gpus
Intel is making GPUs now
This post was edited on 2/23/23 at 4:59 pm
Posted on 2/23/23 at 6:49 pm to makersmark1
Well I normally wouldn’t have cared so much about Intel, but they’re investing at least $20 billion and just started building a couple factories on a 1,000 acre site in my area (Columbus, OH), so I feel more invested in their success now.
Posted on 1/25/24 at 4:09 pm to buckeye_vol
This thread would have been a solid entry point, but Intel just can’t do things right for long…
Posted on 1/25/24 at 4:46 pm to slackster
Got crushed on some calls
Posted on 1/25/24 at 5:04 pm to slackster
So far I up pretty decent, but nothing earth shattering. Obviously the divvy cut, was healthy for the business bottom line.
Still think they are slowly turning their ship. Big question is do they split the foundry business.
Probably was not a wise investment vs just an index
Still think they are slowly turning their ship. Big question is do they split the foundry business.
Probably was not a wise investment vs just an index
Posted on 1/25/24 at 6:56 pm to slackster
quote:
This thread would have been a solid entry point, but Intel just can’t do things right for long…
About the same time that this discussion was going on, the one that got away from me that I really regret is IBM. Much better financials, solid div. and IMO, greater potential.
Posted on 1/25/24 at 7:10 pm to Jag_Warrior
Tomorrow,1/26/24, will be an interesting day. After hours is down more than 10% based on disappointing 1st Quarter guidance.
Posted on 1/26/24 at 10:09 am to PlanoPrivateer
Yep. Down nearly 11% currently.
ETA: Finished down roughly 12%.
ETA: Finished down roughly 12%.
This post was edited on 1/26/24 at 3:16 pm
Posted on 1/29/24 at 6:51 pm to slackster
quote:
Intel designs subpar chips compared to AMD and NVDA, and their fab is subpar compared to TSMC. It’s the worst of both worlds.
How far they have fallen. When i worked there 1999-2001 they were the best in the biz.
AMD was still trying to figure out why their fab process was failing at such a high rate - turns out someone in receiving was opening the wafers in a non controlled environment to make sure the count was correct.
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