LBT says first foundry customer second half of 2026 or possibly 2027!
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@cf to everyone who downvoted your post - apparently sarcasm is too difficult for them to understand. Maybe I shouldn't be wasting my time on this site.
Ai Chips are hot and short through motherboard power mosfets
@qk "He's going to figure it out quickly"? Somehow I think it's equally likely he will claim it was "the best deal in history - no one has ever seen such a good deal".
After all of the d-mb mistakes that management has made in selling off n-1 process equipment to reduce costs. Now Intel can't even produce the existing mediocre products it has to offer and couldn't fill the orders from customers it would need to attract to fill up its foundry capacity on new process technology. There is a great article in the WSJ about this. The summary is, there were reasons why Intel needed to be bailed out. After the recent earnings report it is evident that problems still exist and are actually worse than they were originally thought given some of the management actions. No one is going to gamble their successful companies by putting Intel into their supply chain. DJT can be pretty spiteful after he realizes that he got played. He is going to figure it out quickly.
Too much hopium...I've been hearing about a whale customer since last CEO. There is none or will be in the future
Shut their mouths and open their a-s holes
@c4 -nope….-17%
Intel is the NY Jets of tech. Always 2-3 years away.
Intel has proven it has fallen behind. Solid proof is needed before we can believe in it again.
The market got ahead of reality, as good as it may eventually prove to be.
Still like INTC but all investments are based on valuation and forward expectations.
The whole market seems ready for a harsh reality check, and that could get INTC to a very compelling valuation.
I Wait
What are you talking about we are the absolute best in all of the industry! The tip of spear!
- 13.5%
BWAHAHAHAHAHAHAHAHA!!!
Tomorrow . . . Tomorrow . . . I love ya, tomorrow!
Same old Intel playbook. Convince the Government that they're too big to fail and beg for money to stay afloat. The stock rises, execs cash in or take golden parachute on their way out the door, then earnings come out and disappoint. Stock falls.
All along the CEO makes promises the company can't keep, products are late to market, or flawed (usually both), while customers continue defecting to Intel competition because of superior products released on time.
Intel is a washed up company.
Intel is too important to fail, LBT will be trouble.
Vivek Arya (Bank of America) sets the record straight this morning - don’t buy INTC and it is way overvalued right now.
Also, it’ll take 2 to 3 years for a turnaround given the current situation and restrictions on spending.
Lipton say INTC in the red underwater and make you good deal on chip chip.
Intel has been behind for so long that I think everyone can be forgiven for being skeptical. We shall see.
@ac Fabs are over capacity making Trump chips.
Then it means no customers NOW.
...or possibly never
And if LBT says it…..it must be true? Want to buy a bridge?