The article is referring to incoming Coffee Lake chips, and it makes some good points.
https://www.fool.com/investing/2017/07/08/heres-how-intel-corporation-can-boost-its-desktop.aspx
4 replies (most recent on top)
This is missing a compelling use case. 'For gamers' isn't enough. I'm talking some amazing VR AR experience which drives the WANT. The desktop PC hasn't had this since the fish bowl screen savers.
Where's the beef? Massive speed potential and no amazing experience that consumers crave is like owning a Ferrari. You just open the garage to show your friends, then put it back.
Ashraf seems like a nice guy. TMF and he own shares in INTC and recommend the stock. But Ashraf is getting more and more disappointed in Intel, and his writing is becoming less apologetic and a mix of sad encouragement and mild admonishment. His Twitter feed, however is getting a little more frustrated.
Pay more? Hahahahahahahahahaha!
More cores means more die area and less $ per silicon start.
Total disaster for margins as 10nm FUBAR continues.
Sadly no one expects to pay more. What does the Fool think, intel is like Apple?