Murthy and BK have finally been VINDICATED! With deadwood gone, fresh, new, energetic, innovative, and more sanely priced RCG in their place, Intel leadership have orchestrated a major turn-around. Stock soaring to levels it has not seen in years and Intel back on track!
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To all the "sanely priced' NCG's: in about 5 years or when the next US or world market economic slowdown happens you'll find out how much being energetic and innovative means to intel when they fire your millennial asses for being deadwood.
If you say so OP...
I don't buy it for a second.
The stock is responding to Q3/Q4 channel stuffing.
Look for 2017 inventory drawdowns when reality hits LOL!
Yup.. dead wood gone, took my 200K+ pension, one year salary+, two years healthcare to five different offers and loving my new job...
Moore's Law strategy broken at Intel, Intel fabs can't compete with TSMC or Samsung nor their engineers who all don't have to deal with diversity hires, work 7 days a week and don't have idiots playing politics to win, they play to win.
Liking how my stock options/RSU is looking and will dump them all early next year before ACT2/ACT3 and the truth of BKs' farce becomes evident!
Intel IR has always been good at managing wall st expectations. Dont confuse short term hype and support from the dividend with a viable long term strategy. It may take time but intel is in a death spiral or breakup
Yep, I'm much better off being fired and stock up from low 20s. Thanks to BK I will never have to work again. Assuming of course I sell now and/or the stick continues to soar. BK, Andy, and Stacy are genius at getting Wallstreet to believe. My heros!
Enron looked good before the crash to,LOL
How is canon and ice doing on 10nm?
How is foundry business doing?
How is internal FPGA, Modems and 14nm doing against forecast from a year ago?
How do the tools in the big f42 shell or the products in 10nm factories look
The OP may have a good argument. Intel stock is high at the moment, but a whole bunch of shorting just happened. So I guess we'll see
Murthy and BK are deadwood just like you OP.
What flavored kool-aid drink are they serving you today?
Keep hallucinating OP. Long term strategy is severely broken and fcked up. Apple moving fully to ARM and ditching x86, others will follow. Process technology lead is lost and TSMC will be one node ahead in 2018. Under this scenario, the only remaining cash cow which is servers will fully collapse under assault of the ARMy by 2020 or earlier. Growth strategies in commodity markets (memory, IoT, modems) are doomed from the get-go as other more established players with better cost structure will take the lion's shares. Better start looking for a new job, buddy.