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Intel looks severely undervalued compared to every other chipmaker… until you look at how completely behind they are… and then you realize that their value is m
by RyanShook 2y ago
Intel looks severely undervalued compared to every other chipmaker… until you look at how completely behind they are… and then you realize that their value is mostly geopolitical. I can make a case for investing in them based on their relationship with US gov alone but even then it looks like it will be years before Intel has chips that can compete.
- paulpauper 2y agobecause its business is dying. it's cheap for a reason
- more_corn 2y agoI’m not sure they go away entirely. There’s a lot of value in the brand a leadership change could turn it around.
- talldayo 2y agoIf they have any luck as a foundry service, it might end up being for the better that their consumer chip business dries up. Why buy ARM licenses when you can make ARM licensees pay you instead?