Thargor wrote: » Any predictions for BTCs latest attempt at 10k?
OwlsZat wrote: » What kinda of source do you have? I'd be hugely surprised if this is the case.
Lex Luthor wrote: » from my sources at the site this is highly likely, especially for the new building speculation already that they are in talks with TSMC about running the new process for them
Paul_Mc1988 wrote: » With regards to the foundry question no they are not operating as a foundry currently but they have not ruled it out for the current leixlip site going forward last I heard.
kaymin wrote: » Don't AMD get all their chips from TSM. .
ShareShare wrote: » All very true. I did alot more research today. I'm trying very hard to become better at researching and making informed decisions rather than reacting to the market. Bob Swan, His interviews recently gave me a red flag. He was consistently avoiding discussing the problems about the tech and the node leap. He kept shilling out repetitive marketing jipperish about 'leadership products'.. It felt like he was brainwashed into fear about confronting the big problem intel have. As you said, AMD/TSM are about to fab 5nm tech.. and intel is increasing 10nm to try compensate. They are a great company on the fundamentals. Amazing infact. However, I felt the management team at the moment isn't publicly addressing the right concerns. They seem perfect to keep the fundamentals strong if a new leadership team was focusing on the tech side of things. I think now, he would have been best left in his CFO position. As the x86 market is already going to be under future threat to ARM, It would be amazing if intel had a very RnD and tech heavy focus. It'll be a long time before ARM hits the windows ecosystem much as everything is so fragmented it will take a long time for software to adapt. I still need to do some more research, but atm +1: The fundamentals are fantastic. +2: They have competition but their position and size will make that far harder to dislodge certain profitable markets. +3: They have the funds for a long battle.. while AMD barely made a profit. RnD is expensive! -4: Their management team DONT seem to be the right people for this current battle ahead. As you said.. 2 failed node leaps.. thats just terrible from such an experienced and resourced company. Terrible leadership and quality assurance. Thats why apple dumped them. At 50 dollars.. its not the steal i was hoping for. Would it be possible or any sense for Intel to acquire TSM? Would that help solve their 7nm fab process issues, give them advancements on the 5nm/3nm and simultaneously disrupt AMD competition from production? Would it allow them to buy their out of this mess?
Paul_Mc1988 wrote: » ...
ShareShare wrote: » I'd agree with most of what you said. On the other side I think there are some counter points worth considering. Of course, with a company as big as intel there is a huge scope for discussion. 1: There 7nm tech is delayed which after business will resume as normal. They will lose some market share in this time for sure. 2: They have 95%+ data center market share, and like most things, companies tend to keep going with what they already have. It's far more expensive to try have two competing techs in the one company when it comes to servicing costs. 3: Outside the pure data centers, they have again 95%+ dominance in servers. 4: Their PE ratio at the moment is below 10! for a company that is incredibly liquid. 35% below their 5 year average. 5: They have fantastic margins. 45 Billion gross profit on a 78 billion revenue!! insane margins. After operating expenses and tax, 23 billion net. Thats just unbelievable. 6: Consistently beating analyst estimates every quarter. 7: If you were a company with already installed Intel tech.. would you be likely to switch to AMD right now and deal with the dual servicing contracts? Two techs are far harder to manage than one when done at scale. AMD have done a fantastic job and i really hope for the industry sake they keep on doing it. As a gaming and tech enthusiast, I benefit. Intel are a fantastic company and very safe, they messed up big time by becoming lazy in their power and AMD advanced using their RnD better. There was also the silly decision in hindsight to try be a foundry rather than an advance tech RnD company. I dont know if they've rolled back on that. While the moats are getting smaller in some regards, I think many companies will continue to purchase Intel, and cloud market is where the growth will come from. AMD currently have an advantage in gaming and consumer products though. Intel has the resources to beat the 7nm hurdle.. embarrassing that they havent yet, and work towards the more important next gen. Each generation is becoming harder and harder and requiring far more resources. Hard to compare them in many ways to AMD, since AMD is more a growth stock atm while Intel is a very well proven profitable company with wide position. I need to further research it before concluding myself.
Thargor wrote: » Could the Leixlip plant be in danger over this?
Paul_Mc1988 wrote: » Lads unless you understand what a process node is I wouldn't get into intel. They are stuck on 14nm for 5 years. 10nm node is basically useless and 7nm node is delayed. Meanwhile TSMC is pumping out 7nm on behalf of AMD. Intel is losing the processor war. They made record profit for the last quarter and the share price dips 15% meanwhile AMD and TSMC are skyrocketing. If the 7nm node fails like the 10nm node the companys fab division is in the bin.
Shedite27 wrote: » Intel is an interesting one alright, they’ve got delays in their production, but it’s the chip that’s mainly required For 5g. So sounds like they’ve taken some short term pain for long term gain. 5g is still a few years away from taking effect, so while I definitely expect it to recover and then some, don’t expect it to recover in 2020
bfa1509 wrote: » Surely a good time to sink a few $$ into Intel? They don't have many bad days like this.
Limpy wrote: » How come the Dollar is still strong? Considering nobody is visiting the state's I was expecting it to drop. Its holding out pretty good.
Green&Red wrote: » Centrica going well again today, I think they’ve a lot more room to go
Galego wrote: » It is a good price and should be a good long term stock.
Treppen wrote: » This penny stock( Magnus ASX ) was mentioned on here a couple of years back and I decided to go long. What I like: 3 Li Gigafactories in the pipeline in Germany, Australia and US. Musk says he will need more than just his own gigafactories to serve his own needs , especially if he rolls out his solar panels for houses on a large scale. Graphite mine in Tanzania with seemingly good quality. What I don't like is it's a roller coaster in the early stages. Tanzania can be politically unstable. Anyhow, the stock has been in the doldrums for a while and is picking up steam again, but I can't find out why ( manipulation!!).
outonawing wrote: » Unfortunately I bought at £2.10, still hopeful for the long term.
roosterman71 wrote: » IAG gone below £2 now. How does that strike ye hotshot share pickers?
