Charlie Demerjian of Semiaccurate held another conference call with Susquehanna Group on 12/19/19, as announced on Twitter, here. He backed up what he had written on his blog previously, mainly how bad Intel is doing with their 10 nm and 7 nm processes. Reddit user Long_on_AMD did an excellent summary, here. Poor yield is a… Continue reading 12/20/19 Intel Circles the Drain
Intel reported yesterday. It was up big AH but today is actually down, after people had time to digest the earnings call. In a nutshell, Intel sold the modem business to Apple for a one time $ 1B. This after Intel failed to provide their much vaunted 5G modem (vaporware only) to Apple, such that… Continue reading 7/26/19 Intel Spins in Vain!
http://intelstudios.edgesuite.net/im/2019/start_a.html It's getting hard for me to keep track of all the Intel Lakes. Suffice to say, Intel's road map was greeted with a giant yawn at Reddit and Twitter alike. The growth rate Intel is promising is also quite lame. Of course Bob Swan being the new CEO might as well set the bar… Continue reading 5/9/19 Intel Road map Underwhelming AMD 27.09 to 27.21
Intel reported after market close. Datacenter down, GM down and ASP down. Bob Swan offered multiple excuses, on Intel's 10 nm problems, said China had bought more Intel chips last year ahead of the tariffs war and now they are digesting the inventory etc. It will be interesting to see how Wall St. responds to… Continue reading 4/25/19 Intel Blames China! AMD 28.46 to 27.66
The big news. Bob Swan the interim Intel CEO is now the permanent one. Intel down, AMD up big. Nvidia also up, though that's probably due to FB pulling Nasdaq up. People seemed relieved that Lisa Su did not go to Intel, like some of ex-AMDers such as Jim Kelley and Raja. https://finance.yahoo.com/m/c0a7870b-1a6e-3a0f-ac57-c5babf8c544f/amd-stock-gains-after-intel.html https://www.marketwatch.com/story/amd-stock-heads-for-best-day-in-two-years-after-predicting-sales-jump-that-would-make-evel-knievel-nervous-2019-01-30?siteid=yhoof2&yptr=yahoo https://www.investopedia.com/amd-could-breakout-from-rising-wedge-after-q4-results-4585082?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral&yptr=yahoo… Continue reading 1/31/19 AMD 23.09 to 24.41