Heartbroken isn't even the word for how I feel THEY and not we are in serious trouble and can't believe how we got in this mess just go take a look at comments on circuit on any recent post and everyone is frustrated never seen morale this low
Game over
Be interesting to see how the stock reacts to what appears to be the imminent gutting of TD.
Market might interpret that as Intel stepping back from development, when in fact it is Intel trying to improve development.
Like the 14a 10Q notice, the market is misinterpreting what is going on, at least based on articles and commentary, but also the stock retesting on an earnings beat and guidance.
Still, any further changes that look like Intel is ready to go fabless or lagging node may hit the stock hard.
@jz I'm expecting a series of major asset sale announcements, particularly focused on offloading the fabs to clean up the balance sheet and get the capital requirements down to something x86 can support.
This then sets up the foundry spin off, which is needed to get any meaningful external volumes for 14A. None of the tech companies want to rely on a potential competitor as a foundry, even though Intel may not seem like much competition to anyone at the moment. They can use Samsung as a 2nd source to TSMC and neither is a competitor in any meaningful sense.
This is reality and Foundry may have been waiting till it was closer to breakeven to spin out, but time is up.
The exit of Ryan Russell likely eliminates opposition to breaking up Foundry and spinning off the EUV fabs. Selling all the other fabs could happen before or after the spin off, but getting Foundry as an independent company is the highest priority the company has.
Either Foundry is broken up and sold, or it takes down the whole company.
Watch what LBT and the Board do if the stock breaks to a new low.
It is following the sector and the market, but both of those are starting to get the message that the economy is slowing down.
Semis are as cyclical as anything out there, and with NVDA leading the way, the SOX has gone vertical. So room for a big AI reset to do major damage to semis not called NVDA.
That kind of breakdown would push the Board to start rapidly divesting assets, to shore up the balance sheet and stop the IFS losses.
Could see IFS cut in half with just a few deals, which likely already exist and have just been waiting on a Board decision. Same is true for various product groups.
This is about to get very serious.
Mods are working overtime deleting comments. What wrong, afraid of a DIVERSE opinion???
Many expect LBT to break up the company and bankruptcy is one way to do that, while providing the buyers protection from past claims.
It is totally possible that LBT was brought back just to prep the company for a breakup as part of a prearranged bankruptcy.
As usual, the Board would have this along with other potential scenarios, and is ultimately driven to whatever course of action seems the most justified by current conditions. That is just how corporate boards operate.
@f0 I think even putting in a new low at this point would be a sign that the stock breakdown is continuing, so no need to wait for even the mid teens.
Even in 2001 and 2008 the stock eventually spiked down, and that was when the company was far stronger than it currently is.
If it breaks down now, that will be the market starting to price in some form of reorganization, and so the price ends up going far lower than most can imagine.
In a reorganization, all retiree benefits are usually cut off, along with any stock grants or RSUs. In the bankruptcy proceedings, people are terminated with no severance package.
For years, companies have been using pre-packaged bankruptcies to wipe out both debt and obligations. For example, if the Ohio site were to be shut down, that alone could drive Intel into a bankruptcy process, to avoid billions in claims.
While there, the company could then go fabless, and walk away from all those legal obligations as well. Over the past year, the company has gotten bids for various assets, including the fabs and TD, and can use the bankruptcy proceedings to do those sales, while protecting the buyers from all past legal claims.
It is entirely possible that the Board has already worked out the costs and benefits of a prearranged bankruptcy, and just needs to see the right conditions be met in order for it to be the best option.
Current shareholders would be wiped out of course, but it could set the stage for some success as a fabless company.
@ex If the stock were to linger below something like the mid teens, it would be because the company was in financial distress, and there would be fab shutdowns and mass layoffs to conserve cash.
Anyone pushing for prices below the mid teens, who also works at Intel, should be careful what they wish for.
If the company were driven into bankruptcy, there is no more pension or retiree benefits. RSUs would be wiped out along with most other benefits.
The company would use bankruptcy to eliminate past obligations and debt, and might not keep any of the fabs. Just shut them down and try to sell them in the bankruptcy proceedings.
It's all fun and games till it isn't.
@OP OP ready to go all in at $10, only to watch the stock go to $0 in bankruptcy.
It bounced off the single digits in 2001 and 2008, but that was when x86 still had some revenue growth.
I don't think the current financials justify it, but if the stock goes below the low teens now then it will not come back.
@eg 20 bucks is 20 bucks
Major shareholders can smd
@ea: then we’re gonna party like the stock is under $19.99
You are all fools.
Wait for $0, then you can buy an infinite number of shares.
the march towards 10$ has begun. In the teens today
$10 dollar too beaucoup money!
No one is every held accountable
@OP i’ll buy stock at eight dollars
OP is not wrong.
How Intel Stock Falls To $10
https://www.forbes.com/sites/greatspeculations/2025/07/29/how-intel-stock-falls-to-10/
That’s one of those Forbes contributor articles that are just clickbait trying to sell some service. I wouldn’t give it any credibility.
@ah ESPP is still worth it as long as you quick-sell. I never hold employer stock long term.
@aw never mind him, his mother started drinking excessively at 8 months.
@a9 thats straight comedy when the company was literally tanked by decisions made by prototypical white conservative males - just inventing your own reality at this point. They actually convinced you that foreigner is stealing your cookie while they retire with golden parachutes.
and young Forbes meant 10¢, not $10
Not Forbes magazine. OP is referring to his 2 year old son.
And maybe wondering about why he would name the child Forbes?
Just think of all the beatings he will take in school.
Forbes. This is the same company that put SBF and Liz Holmes on their covers, right?
I said this stock is going single digits by end of year. Is that ESPP still worth it ? This company is infested with low-level politicians who work as a group and never have and never will care to think twice about you and me. This place is not only not healthy for health but certainly not from a career wise and building wealth.
@OP So you're telling me there might be a chance?
Yeaaahhh!
The bottom on all stocks is $0.
Soon to be visited by many stocks.
$10 is high, I predict $9