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Intel Q3/2022 [pdf]
- jeffhwang 4y agoPainful quarter as predicted. Gross margin down ~13 percentage points from high 50s to low 40s (depending on if you use GAAP vs Non-GAAP). Given Intel's high fixed costs, the revenue shortfall really hurts.
- epberry 4y agoI like the 'internal foundry' messaging. It feels cool and futuristic. Also given recent tensions in the South China Sea it probably makes sense to get that going in a serious way for national security reasons.
- colinmhayes 4y agoUp aftermarket which really just shows how little confidence the street has in Intel given this was a pretty poor showing.