Intel promised server first on new process manufacturing day and shifted cost allocation to DCG. Now no 10 nm parts in site. Where is Ice Lake? S---ing wind to competitors. Look at IBMs awesome new AC922 server. PCIe 4. Coherent link to GPU. In biggest supercomputer. Let alone AMD and 2 arm chips with better economics, power , and memory.
Stock may be high now, but so was Sun micro right when they'd already lost. So goes intel. Thanks Execs for doing a great job and getting your fat bonuses.