https://www.thestreet.com/story/14314099/1/tesla-close-to-unveiling-autonomous-driving-chips-with-amd.html
3 replies (most recent on top)
Today Intel announced slip of 10nm again, not surprised that more won't come in the future. That writing have been on the wall for a long time!
A few days ago we learned Intel is the brains behind Waymo. Noticible what isn't said nor clarified 😉
For next quarter and year I know we will see intel still dominate profits much to the glee of the 🤡S. But it is of little matter to those who can read the tea leaves. Until Intel new leadership is installed with real intelligence to drive a right strategy and make the hard right decisions the printing of money will come to an ugly end.
Frankly calling me a troll really doesn't bother me one bit, I am off the titanic and enjoying far greener pastures
😂🤣😂🤣😂🤣😂🤣😂🤣😂🤣😂🤣😂🤣😉
@nxp - I agree with you, but I just can't be sure when ALL the analysts besides Bernstein's SR will finally jump on the logical bandwagon. And Xeon ramps always span at least a few quarters, plus you have to account for the spin. The Cannon Lake delay sure won't help. There is so much stock out there being manipulated by Wall Street that you have to be really careful timing your shorts.
But, yeah, everything else is Powerpoint decks, not much else.
As of 6PM, AMD is up after hours at 6.5%.
Q3 earnings will be great for Intel w.r.t. sales and margins. Skylake-EP ramp alone will account for this. The thrash that surrounds this board is all short-term shortsightedness - Intel is a big ship that will take a looooong time to take on water and sink, and it will be a slow, painful demise. More time to savor and short the stock.
Yum.