https://www.cnbc.com/2018/09/14/jp-morgan-says-intels-chip-shortage-is-worsening-and-will-hurt-pc-sales.html
5 replies (most recent on top)
Intel cannot execute contra revenue when their fabs are playing second fiddle to TSMC
Fat CEO, fat gates, fat layoffs
Your both wrong... Intels cost structure and expenses , along with it's cost of sales will eat away at the revenue. Stock is already taking a beating. As well a credit rating is marginal. Intel forced out talent. The culture is toxic.
Intel boosted revenue from $63 billion to $70 billion (at least, maybe more) as a result of the chip boom. Lisa Su? Just gives interviews on CNBC, and loses key talent to Intel and other companies. AMD is a disgrace for letting Intel take ALL of the extra demand in 2018.
You can't read. It says demand is unexpectedly high, not that sales will be down. Intel's sales will be at least 8% higher in 2018 than in 2017. That's if the 2018 numbers aren't pushed higher.
Will bounce back