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It's time for Swan to go back to bean counting and MBA activities and bring in a technical CEO who can push innovation like Lisa Su is doing at AMD. With that s
by nodesocket 6y ago
It's time for Swan to go back to bean counting and MBA activities and bring in a technical CEO who can push innovation like Lisa Su is doing at AMD. With that said, I am very much considering taking a stock position in Intel. It's very cheap, very solid divvy (2.6%), and eventually will come back.
- person_of_color 6y agoWhat possible evidence do you have for it coming back? It could be start of a Hertz-like death spiral for all you know.
- nodesocket 6y agoThe fact that you compare Intel to Hertz is comical. Chips aren't going anywhere, there is only going to be more and more computers, servers, and silicon demand. Intel, despite AMD's gigantic moves is still very entrenched with enterprise (servers). I don't see AMD being the only single player, I see a resurgence of Intel mid-to-long term and both will split the pizza pie.
- TomVDB 6y ago$25B in cash goes a long way in bridging the gap between now and being back.
- molszanski 6y agoNormally I would do the same. But my spidey sense tells me that we might be looking at a slow sunset of x86.