http://www.barrons.com/articles/BL-TB-54099?ref=/techtraderdaily
2 replies (most recent on top)
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x86 client continues to plunge as china and developing countries use phones for everything.
Server sales softening and price leverage falls as AMD and ARMy arrives in 10nm and 7nm next year.
10nm progress a total disaster with need to ramp something means a disaster for LTD / TMG in margin busting cost 😳
GPTW focal and layoffs means employees are all terrible unhappy what a $cewed up company and management
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It's the vicious cycle of growth