2 ms·

Considering the stock performance of the last 10 years my opinion is quite widespread among investors

• talldayo 2y ago
  It's very widespread. But if you look past the stock trade and the pop-psychology, it's pretty clear that Intel today is on a different trajectory than they were 10 years ago. In that time they've changed CEOs, reframed their roadmap, kickstarted auxiliary businesses and invested in RISC development. The catastrophic potential of Intel losing desktop market share was overstated and over-anticipated. Now, cutting off their desktop segment is practically the most profitable route. HN has a habit of jumping the gun on financials without accounting for what the market is doing or where things are going. Intel doesn't have the dominant position they used to, but their trajectory is heads-I-win-tails-you-lose levels of redundant. Their roadmap is the good kind of boring, and they're the only fab I know that has TSMC's flagship products in the crosshairs. We're desperately trying to declare Intel dead while already anticipating their resurrection; that suggests to me there's a good pulse left.
  • rapsey 2y ago
    At the end of the day results are all that matter. Ok they have a good roadmap and plans. Can they execute it is however entirely unclear.
    • talldayo 2y ago
      That's "the game". I'd put money down on Intel's success, but you don't have to. I'm just explaining my rationale.
      • rapsey 2y ago
        There is a line between investing and gambling. Buying in NVDA after ChatGPT 3 is investing. Buying Intel now is IMO gambling.