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> Do you think Google is being completely transparent with the public about things that are being said about Google Cloud in board meetings? That doesn't follo
by throwawaylinux 5y ago
> Do you think Google is being completely transparent with the public about things that are being said about Google Cloud in board meetings?
That doesn't follow. There is a big, big difference between not being completely transparent and making false or misleading statements to investors.
You said they've got no prospect of performance leadership and are going to focus on just getting the most out of their existing fabs. This is not a fact and not supported by their statements and actions so far. It's a wild guess and pretty unlikely to happen given their investment pipeline. Some time in the future, possibly. As a result of the circumstances right now when they are making money hand over fist with their leading edge nodes and building new fabs? No.