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I thought this was a huge issue for the company and their stock should tank. but somehow it went up today.

deleted 2y ago
[deleted]
kelthuzad 2y ago
it's "up" by +0.31$ (1.01%) for today, but Intel is down -1.90$ (-5.69%) over the past 5 days and down -12.24$ (-28.03%) over the past 6 months and down -16.38$ (-34.28%) year to date and down -20.19$ (-39.14%) over the past 5 years.
- more_corn 2y ago
  I think what people outside the industry fail to realize is that people placing orders for tens of thousands of datacenter cpus don’t have time to fuck around with this. The preference for intel over AMD is very slight. They’re shifting orders from intel to AMD and will continue to do so till there’s a reasonable long term plan from intel. The next few quarters will be blood red for intel and crispy green for AMD
vardump 2y ago
Investors have already known about this for a long time. Already priced in. Thus no reason to tank.
- billconan 2y ago
  but the root cause is worse than previous believed and there is no plan for a fix. this is something new I think.
  - barkingcat 2y ago
    no fix available means people will need to buy new chips to replace -> for an investor this is a good thing, and stock prices will speculatively rise.
    - timbit42 2y ago
      How many of those people do you think will buy an Intel CPU to replace their broken Intel CPU?
      - barkingcat 2y ago
        Intel is still the incumbent in marketshare, so yes, most people will buy another broken Intel CPU to replace their broken Intel CPU at least for the next quarter. profit for stock holders, who don't care about the future.
tombert 2y ago
The entire tech market has been insane for the last two weeks; it feels even less rational than it usually is.
more_corn 2y ago
I know! I was just in my portfolio to make sure I didn’t have any and noticed it’s up. Wallstreet will catch on soon. It’d be crazy if they didn’t notice till earnings were down for the next few quarters. I just bought a bunch of AMD instead. They’re about to have a couple bangin quarters as server orders shift AMD till this all gets sorted.
- aaomidi 2y ago
  Or ARM.
- billconan 2y ago
  AMD seems to also have a recent quality issue.
geor9e 2y ago
3-year warranty, not all customers are going to bother with an RMA exchange, a lot customers will make it the 3 years since the patch prevent further damage, an exchange costs Intel whatever manufacturing one more of the same old cpu costs, plus bulk shipping cost and overseas customer service agent hours. It's expensive but I don't know how high up it will be on the balance sheets after it's all said and done.

deleted 2y ago

[deleted]

it's "up" by +0.31$ (1.01%) for today, but Intel is down -1.90$ (-5.69%) over the past 5 days and down -12.24$ (-28.03%) over the past 6 months and down -16.38$ (-34.28%) year to date and down -20.19$ (-39.14%) over the past 5 years.

more_corn 2y ago
I think what people outside the industry fail to realize is that people placing orders for tens of thousands of datacenter cpus don’t have time to fuck around with this. The preference for intel over AMD is very slight. They’re shifting orders from intel to AMD and will continue to do so till there’s a reasonable long term plan from intel. The next few quarters will be blood red for intel and crispy green for AMD

vardump 2y ago

Investors have already known about this for a long time. Already priced in. Thus no reason to tank.

billconan 2y ago
but the root cause is worse than previous believed and there is no plan for a fix. this is something new I think.
- barkingcat 2y ago
  no fix available means people will need to buy new chips to replace -> for an investor this is a good thing, and stock prices will speculatively rise.
  - timbit42 2y ago
    How many of those people do you think will buy an Intel CPU to replace their broken Intel CPU?
    - barkingcat 2y ago
      Intel is still the incumbent in marketshare, so yes, most people will buy another broken Intel CPU to replace their broken Intel CPU at least for the next quarter. profit for stock holders, who don't care about the future.

tombert 2y ago

The entire tech market has been insane for the last two weeks; it feels even less rational than it usually is.

more_corn 2y ago

I know! I was just in my portfolio to make sure I didn’t have any and noticed it’s up. Wallstreet will catch on soon. It’d be crazy if they didn’t notice till earnings were down for the next few quarters. I just bought a bunch of AMD instead. They’re about to have a couple bangin quarters as server orders shift AMD till this all gets sorted.

aaomidi 2y ago
Or ARM.
billconan 2y ago
AMD seems to also have a recent quality issue.

geor9e 2y ago

3-year warranty, not all customers are going to bother with an RMA exchange, a lot customers will make it the 3 years since the patch prevent further damage, an exchange costs Intel whatever manufacturing one more of the same old cpu costs, plus bulk shipping cost and overseas customer service agent hours. It's expensive but I don't know how high up it will be on the balance sheets after it's all said and done.