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Intel Corporation (INTC)

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45,64-1,08 (-2,31%)
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44,90 -0,74 (-1,62 %)
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  • T
    TOM
    $AMD conversation
    SERIOUS THOUGHTS - what is common between $ibm $intc and $nvda vs AMD's future ?
    This is not intended to bash any of the respective long investors in those companies. Just hopefully to start an open mind thought provoking process in a hope all will do whatever is best for them, with my best wishes for such!
    Let's start with IBM, recent move to spinoff a third of itself into a new company so to focus better on cloud. What happened? Well they have failed growing cloud in past year and realized that they need transform their business completely. Obviously they couldn't find a buyer to take such segment of their revenues which is substential so they split it. I'll not discuss the difficulties and prospects of such it's beyond the scope of this post. But ibm bought Redhat for $34B, and place it at the center of its future of cloud. Obviously cannot beat cloud kings Amazon and Microsoft not even Google. So they're talking about hybrid using OpenShift from Redhat.
    To me it means they hope Redhat business can scale to replace all future revenues of IBM. All legacy will be sold or spinoff. So more is coming possibly but...can that really happen ? I doubt it but they have no choice failing to gain cloud traction years ago, so now they need think about smaller operation. It's like HP split into HPE and Compaq based consumers HP.
    If you understand that you can see both Intel and nVidia looking for a different business.
    We already know Intel clearly stated they don't want to be mostly CPUs focused. They try buying all kind of companies to do something else. Why? They realized after their delays they cannot beat AMD. Too late. Trying GPUs. .won't work. .trying Altera FPGAs. ..trying Mobileye etc. Just like ibm focus on Redhat expansion intel tries to find alternatives. It's yet to be seen what business will emerge but no CPUs which could lead to selling all fabs, just like ibm has done as it moves to other business.
    Now the best is last. What is nVidia doing? I know you cannot agree all with me. But as I've posted in another post, both gaming and datacenters GPUs are in danger. Not winning any supercomputers in the US and abroad is a clear red flag for once dominant company.
    So nVidia trying to find completely different businesses. Mellanox isn't enough as the network gets integrated into the chips. See Cray own network and infinity fabric possible expansion with other emerging standards like Gen-Z etc. ARM licensing business is to be nVidia's Redhat. They can shift to it all, adding better GPUs IP but no longer make discrete GPUs as AMD taking over this market as I've explained.
    There you have it. My thinking. It's clear where AMD is going. What isn't clear is if Intel and nVidia and IBM can find their new niche or a major new revenues segment. HPE bought Cray - expanding HPC as a mainstream product to also help its datacenters offering. AMD is to gain the whole market from Intel and nVidia in GPU's and CPUs. That's my thinking with the obvious impact to come.
    Good luck all!
  • T
    TOM
    $AMD conversation
    Charlie from SemiAccurate claims Bob Swan out new CEO starting next Q!
    Nice...lol this means 100% there's a no go for the 7nm fabs hence Intel will sell all fabs transition to none once others build capacity for them. 10nm is last fab no continuation!
    Major hurdles in the next couple years at least for $intc ..
    Intel's longs... please I really wish you the best. But there are big moves coming, for $nvda too as I've posted my "SERIOUS THOUGHTS" post. I believe this is true and thus please consider your position carefully. Good luck all!
  • T
    TOM
    $AMD conversation
    AMD longs I urge you not to bash $intc losses gloating on Intel's MB. Please have the respct and dignity to your fellow small retail investors. They are not your enemy please!
  • T
    TOM
    $AMD conversation
    Nice closing almost at the high of the day but LOW VOLUME suggests buyers were careful to not ask to buy more and drive the PPS up. 45m volume vs 60m daily average. So much higher jumps needed.
    In contrast, $intc volume was over 90m vs 35m daily average which suggests real selloff move as its PPS down 10.5%.
    Obviously Monday more of the same. Higher for AMD lower for Intel and Tue before closing too.
    Have a good weekend everybody!
  • T
    TOM
    $AMD conversation
    I'm truly sorry! Please accept my sincere apologies you're absolutely right, I won't post to annoy $intc longsit's wrong I wish no one losing not even AMD's shorts! Life can become devestated for some, with margins, options etc I know it. Truly regret this I hope you can accept my apology.
    "@TrapperKeeper12 26 minutes ago
    It's ok you AMD folks dont like the company intel for antitrust whatsoever. But you keep kicking those that lost $ yesterday and are not affiliated with Intel. I'll come to pay you a visit if AMDs results disappoint. Mark it."
  • T
    TOM
    $AMD conversation
    If you compare the $intc Q2 ER script with the script from last night, it is very clear that its 7nm is facing Go no Go decision this Q, max by their ER Jan 2021. In Q2 they were talking about delay but now they say a decision will be taken... it's very clear. Writing off massive fab investment and going to other fabs fully is an operation killer for couple of years at least assuming capacity is built for them. Fabs will be given away for scrap salvage of some machines as Intel's process doesn't work.
    More importantly is massive write off the many billions of dollars investment without a return.
    Impossible for its pps to recover plus their products falling behind.
  • T
    TOM
    $AMD conversation
    @TrapperKeeper12 and $intc and $nvda longs...
    Here's yiur chance to buy AMD cheap ahead of the ER today...
    I don't know if you have the time to do deep due diligence and can understand the technology and $xlnx merge significance in such a short time.
    ER will explain it tonight and tge results and Q4 guidance will be so good so tomorrow's big upgrades will push AMD over $100. I've made a lot of money ahead of the April 2018 AMD's ER as pps pushed down to $9... to rise after as high as $34...bought major holding on a Monday at $10 and 2020 options. .. life changing.
    You can mute of you disagree not trying to annoy anyone.
    Good luck all!
  • T
    TOM
    $AMD conversation
    You've been given a unique opportunity to invest in AMD. I've posted couple weeks ago when the rumor about Xilinx was iut, the tremendous value and technology synergy with this merger, leading to a $100B revenues in 5 years and $1T total TAMs. Sorry many posts cannot post again. Try look st my posts history. I know this MB isn't user friendly looking for stuff but it's all there.
    Don't be fooled. .. do deep technology DD.... good luck all!
    It verifies my view on $intc and $nvda getting killed in datacenters. But that's on top of everything else. The nVidia's shareholders can still avoid big losses as Intel's investors waiting for the nVidia's ER mid Nov. ..
  • T
    TOM
    $AMD conversation
    Remember the Wallstreet shills game. ..lots of firms got stuck with $intc positions they have to unload. Cannot happen at once. Analysts working for those firms who hyped and pumped Intel's shares need carefully and gradually change sentiment to prevent a collapse but retail investors won't take positions at inflated pps for Intel. ..
    However after the AMD's ER it is unavoidable and Intel's collapse of its pps will be clear while AMD's jumps.
  • E
    Eze Law
    $intc

    Sanford C. Bernstein’s Stacy Rasgon was among those who weren’t called on to ask questions during Thursday’s call. Of the eight analysts that were, five recommend buying the stock. In general, less than a third of recommendations on Intel’s stock tracked by Bloomberg analytics are buy.Rasgon’s absence was notable because he’s one of the most outspoken critics of the company who often peppers management with tough questions. Around the end of Thursday’s conference call, Rasgon tweeted “Cowards...” and posted a video clip from a Monty Python movie with knights fleeing a battle. It’s unclear if he was referring to Intel.

    During July’s earnings call, Rasgon clashed with Chief Executive Officer Bob Swan, who snapped back at the analyst and asked for a chance to answer amid a series of interjections.“The questions on this week’s third-quarter earnings call were very representative of questions we heard from sell-side analysts,” the company said in an email. “Each quarter we take a full range questions both on the call and afterwards, and the questioners vary from quarter to quarter.”
    Swan also appeared on Bloomberg Television on Friday to address questions about Intel’s chip manufacturing plans.
    Rasgon, who declined to comment on why he didn’t get a chance to speak on the call, produced another fiery research note on Friday.“While we thought last quarter’s call was bad, last night’s was potentially even worse as fundamentals are now deteriorating at an alarming pace,” he wrote. “Frankly, while CEO Bob Swan suggested 2020 has been the most challenging year in his career, we have to believe that 2021 is going to be worse.”
  • T
    TOM
    $AMD conversation
    @TrapperKeeper12 @oren - to my $intc MB new friends. ..don't be discouraged and think through calmly. My offer to call you stands, even to Israel call for Oren.
    God bless! A little kindness goes a long way. One human at a time.
    Same for my latest $nvda friend @Mario aka dos ..
    Good luck all!
  • T
    TOM
    $AMD conversation
    Oh no $intc... a low price AMD 5600X kill your entire elite CPUs line with significant performance lead!
    "Today, AMD's Ryzen 5 5600X was listed in the single-threaded PassMark CPU performance charts (via VideoCardz), and it's found all the way at the top, above even Intel's Core i9-10900K -- by quite a significant margin."
  • T
    TOM
    $AMD conversation
    $intc slowly sliding the 7nm as was done with 10nm delay. No it's not 2022, now look at Bob Swan words from the ER call transcript :
    "We now expect to see initial production shipments of our first Intel-based seven-nanometer product, a client CPU, in late '22 or early '23."

    HAHAHA early 2023 goes to lates 2023 then 2024....

    Intel stated they are 12 months behind the schedule internally on yields tuning for 7nm. It's not 6 months! Check scriot. So add 6 months to above to get to end of 2023!
  • T
    TOM
    $AMD conversation
    $intc dived before after the ER but this time all analysts united against it with sell and lower PTs coming accross the board. Drop today of its pps won't be just 10%. Look for 15%. It goes down to $45 and lower next week. After AMD's ER expect it's in the $30s or under. Intel has 2 years to catch up with AMD and at least 2 more years of at all can gain leadership with potential disaster of selling the fabs which will paralyze their operations and finance for 5 to 10 years.
    Holding Intel's shares now is crazy.
  • T
    TOM
    $INTC conversation
    What is to happen in the next few days ahead of AMD's ER is massive $intc downgrades and AMD's upgrades. Intel's CEO REFUSED TO COMMENT ON THE 7nm STATUS! WOW.. he doesn't want to lie and if he tells the horrible truth, Intel's pps drops to teens, in addition to CUSTOMERS MOVING TO AMD as Intel has NO ROADMAP. No 7nm no products and its 10nm is IFFY AT BEST after failing MULTIPLE TIMES REMEMBER?
    As usual analysts upgrades ahead of the AMD ER they waited for Intel's ER so next week expect the PPS to jump as PTs are set higher.
    REMEMBER AMD SUBSTANTIALLY INCREASED GROWTH GUIDANCE TO 32% revenues this year from 20% to 25% !! They CONFIRMED IT last Q ER. Now look at Intel's DECLINE OF REVENUES in datacenters AND PCs WOW!
    What else do you need to get this loud and clear?!
    Next month an A EVEN BIGGER BUBBLE SET TO BURST ... $nvda !!
    That coupled with coming EPYC Milan and cDNA Arcturus datacenters GPUs reveal will get AMD's PPS to OVER $150! the $100 mark should be passed next week after the ER.
    But nVidia's PPS collapse would be way worse than Intel's possible going back to $100ish and latter as they fail get approval to buy ARM even lower. Why? AMD EPYC will lock nVidia's GPUs out of datacenters ecosystem ! Now nVidia's Ampere uses EPYC Rome in the datacenters with PCIe gen 4. The coming cDNA Arcturus datacenters GPUs will have 50 teraflops double precision - see my previous posts - vs 10 teraflops with Ampere. But the main feature is COUPLING TIGHTLY BETWEEN EPYC MILAN Arcturus using Infinity Fabric WAY BETTER THAN PCIe gen 4! That nVidia's GPUs won't get!
    Look at a few IBM's key technical leads moving to AMD and their work there is described as INTEGRATION BETWEEN CPUs and GPUs! What else do you need?
    GPUs are essential to supercomputers and most heavily processing is done with GPUs. If nVidia's future GPUs had a competitive chance, nVidia WOULD HAVE WON AT LEAST ONE BID OF SUPERCOMPUTER THE DOE AWARDED! They got 0. Including the next year first exascale Frontier so this nVidia's bubble burst is very close otherwise nVidia's GPUs would have been in Frontier at least, for AI and high performance computing.
    That's it, I rest my case. I call to both nVidia's and Intel's longs to SELL NOW and BUY AMD ASAP!
    The writing on the wall is very clear.
    Don't be fooled !
  • T
    TOM
    $AMD conversation
    A deja vu of Apr 2018 and in... Remember? $intc collapses and AMD'S goes from $9 to $34 ...
    Horrible results for Intel. PCs could have been worse but AMD had a delay to jump production to fulfill all the big corona orders unexpectedly received. But for datacenters AMD had enough EPYC ... no one wanted Intel's server CPUs. Look at the Los Alamos National Laboratory EPYC Rome based supercomputer just made operational 2 days ago...!
    WOW!
  • G
    GMAN
    $AMD conversation
    $INTC your lost money can be reclaimed by buying AMD before next tuesday!
  • T
    TOM
    $AMD conversation
    So with all the corona huge demand. .. $intc couldn't beat big as the Intel's boys expected! Hahaha
    Where did all the demand out of corona go? Repeat after me:
    AMD AMD AMD USA USA USA
    LOL
  • T
    TOM
    $AMD conversation
    GO LISTEN TO CNBC BASHING $intc including analysts Jeffries etc...praising AMD!