https://www.thestreet.com/markets/intel-slips-after-wells-fargo-downgrades-chipmaker-14918288?puc=yahoo&cm_ven=YAHOO&yptr=yahoo Wells Fargo downgraded Intel today: [Part of Wells Fargo's caution on Intel is "driven by our belief that investor sentiment could become more tempered amid increasing visibility into AMD share gain [market share] momentum." AMD is slated to launch its "Rome" CPU chip by mid-year 2019, which its CEO, Lisa Su, said could deliver massive… Continue reading 4/5/19 Intel Downgraded, AMD 29.09 to 28.98
https://www.anandtech.com/show/14155/intels-enterprise-extravaganza-2019-roundup Intel launched a whole slew of product lineups. Market didn't react (54.51 to 54.36 yesterday). It is beyond my scope to discuss all the technical merits here, but there have been plenty of positive and negative reactions. I believe one thing is certain. AMD will take market share in all the TAMs. It's a… Continue reading 4/3/19 Intel Launch, Digitimes Articles! AMD 26.75 to 29.02!
Entire market down big. World economy slowdown and trade war worries. https://marketrealist.com/2019/01/intels-margins-set-to-normalize-after-reaching-a-peak-in-q3 In this article: “Strong demand in the PC and server markets drove Intel’s (INTC) revenue in 2018. This unexpected demand created a CPU supply shortage for Intel in the second half of the year.” Fake news! It was widely reported that Intel was… Continue reading 1/22/19 AMD 20.77 to 19.76