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I think Intel stock is a good buy now to hold for 3-5 years now. I think the shakeup under way and engineering leadership will most likely bring it back. Not fi

I think Intel stock is a good buy now to hold for 3-5 years now. I think the shakeup under way and engineering leadership will most likely bring it back. Not financial advise lol.

qudat 2y ago
Intel Arc has a cult following already. All they need to do is double down and make it better. If they managed to allow consumer Arcs to vfio it would be huge in the homelab market
- politelemon 2y ago
  It would be good to have some additional competition and choices in this space. If they are strategic and have long term vision they might do it but would need to understand that they're not dealing with the same as the CPU market, the audience is very different and diverse in their goals and motivations.
javaunsafe2019 2y ago
Pretty sure lawsuits will make them lose a lot more from now on. Would wait at least 6m to buy…
- christkv 2y ago
  That’s true might have downside yet while the cpu problem unwinds.
- Wytwwww 2y ago
  Are that many chips actually affected (AFAIK it's only consumer desktop CPUs which is a niche market)? They also seemingly changed their warranty policy, so unless the melting CPU caused additional damage what would they be sued over?
  - christkv 2y ago
    Level 1 Tech Wendell implied that it’s been seen in server cpus as well but seems less likely as Max TDP is more controlled so max current damage seems less likely.
  - sidewndr46 2y ago
    Given the confusing messaging from Intel on this, my personal guidance is to assume all Intel CPUs are affected from the prior few generations. Based on the lack of coherent messaging from Intel internal QA is either non-existent or simply ignored, so it seems likely Intel doesn't really know what product has been affected.
- Rinzler89 2y ago
  That's already priced in the stock drop.
JonChesterfield 2y ago
For it to be a good buy at $20 there needs to be a path to exit somewhere noticeably over that. In particular, you need to be somewhat optimistic that whatever happens to Intel at the end of the road will go in favour of the shareholders. Whether it's split into foundry and design, or acquired by someone who wants the fabs, or stolen by the government on national security grounds. I don't know whether any of those exits result in shareholders gaining money. It seems unlikely that any involve shareholders gaining 50% or so. Or you could bet on one of their competitors who seem to know what they're doing. Superficially I like global foundry as a US centric manufacturer of semiconductors.
- sidewndr46 2y ago
  Up until recently, I would disagree. My intent was to simply hold Intel stock forever and collect the dividends along the way. Then they eliminated the dividends.
scrlk 2y ago
I feel like the sentiment around Intel right now is similar to that of AMD in 2012-2015, when they were fighting to survive. E.g. having to sell and lease back their HQ: https://arstechnica.com/information-technology/2013/03/amd-sells-its-austin-hq-for-164-million-to-raise-some-quick-cash/ https://arstechnica.com/information-technology/2013/03/amd-s... > "Last fall, a Wall Street analyst called AMD “un-investable,” following the announcement of its terrible Q3 2012 numbers and the sudden loss of its CFO." How times have changed!
williadc 2y ago
Intel bylaws state that the CEO has to retire at age 65. Pat will reach that age in March 2026. I haven't seen anyone being groomed to take the lead in 18 months, so I am concerned that the leadership transition will be jarring. https://qlksearch.com/ceo-mandatory-retirement-age/ https://qlksearch.com/ceo-mandatory-retirement-age/
- jarbus 2y ago
  Interesting, is there no way for this law to change?

I think Intel stock is a good buy now to hold for 3-5 years now. I think the shakeup under way and engineering leadership will most likely bring it back. Not financial advise lol.

qudat 2y ago

Intel Arc has a cult following already. All they need to do is double down and make it better. If they managed to allow consumer Arcs to vfio it would be huge in the homelab market

politelemon 2y ago
It would be good to have some additional competition and choices in this space. If they are strategic and have long term vision they might do it but would need to understand that they're not dealing with the same as the CPU market, the audience is very different and diverse in their goals and motivations.

javaunsafe2019 2y ago

Pretty sure lawsuits will make them lose a lot more from now on. Would wait at least 6m to buy…

christkv 2y ago
That’s true might have downside yet while the cpu problem unwinds.
Wytwwww 2y ago
Are that many chips actually affected (AFAIK it's only consumer desktop CPUs which is a niche market)? They also seemingly changed their warranty policy, so unless the melting CPU caused additional damage what would they be sued over?
- christkv 2y ago
  Level 1 Tech Wendell implied that it’s been seen in server cpus as well but seems less likely as Max TDP is more controlled so max current damage seems less likely.
- sidewndr46 2y ago
  Given the confusing messaging from Intel on this, my personal guidance is to assume all Intel CPUs are affected from the prior few generations. Based on the lack of coherent messaging from Intel internal QA is either non-existent or simply ignored, so it seems likely Intel doesn't really know what product has been affected.
Rinzler89 2y ago
That's already priced in the stock drop.

JonChesterfield 2y ago

For it to be a good buy at $20 there needs to be a path to exit somewhere noticeably over that. In particular, you need to be somewhat optimistic that whatever happens to Intel at the end of the road will go in favour of the shareholders. Whether it's split into foundry and design, or acquired by someone who wants the fabs, or stolen by the government on national security grounds. I don't know whether any of those exits result in shareholders gaining money. It seems unlikely that any involve shareholders gaining 50% or so. Or you could bet on one of their competitors who seem to know what they're doing. Superficially I like global foundry as a US centric manufacturer of semiconductors.

sidewndr46 2y ago
Up until recently, I would disagree. My intent was to simply hold Intel stock forever and collect the dividends along the way. Then they eliminated the dividends.

scrlk 2y ago

I feel like the sentiment around Intel right now is similar to that of AMD in 2012-2015, when they were fighting to survive. E.g. having to sell and lease back their HQ: https://arstechnica.com/information-technology/2013/03/amd-sells-its-austin-hq-for-164-million-to-raise-some-quick-cash/ https://arstechnica.com/information-technology/2013/03/amd-s... > "Last fall, a Wall Street analyst called AMD “un-investable,” following the announcement of its terrible Q3 2012 numbers and the sudden loss of its CFO." How times have changed!

williadc 2y ago

Intel bylaws state that the CEO has to retire at age 65. Pat will reach that age in March 2026. I haven't seen anyone being groomed to take the lead in 18 months, so I am concerned that the leadership transition will be jarring. https://qlksearch.com/ceo-mandatory-retirement-age/ https://qlksearch.com/ceo-mandatory-retirement-age/

jarbus 2y ago
Interesting, is there no way for this law to change?