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Folks are really cheering on Intel to win, because no one wants to be left holding the bag. We all bought Intel because we all thought it was ol’ faithful, but
by xattt 2y ago
Folks are really cheering on Intel to win, because no one wants to be left holding the bag. We all bought Intel because we all thought it was ol’ faithful, but they’ve really, REALLY shit the bed.
- pavlov 2y agoWhat do you mean, holding the bag? Intel’s products have compatible alternatives from other vendors. If they went away, AMD would surely continue providing x86 compatible chips.
- cheeseomlit 2y agoThey probably mean Intel shareholders 'holding the bag' as their once-valuable stock tanks. Which is probably a lot of us through 401ks alone
- pavlov 2y agoOh. Well, the stock already tanked. If a stock loses 75% of its value and you barely notice, then the remaining 25% doesn’t matter either. For most passive investors, an individual stock’s weight is a technical detail that’s handled by automatic portfolio adjustments. The total market cap of semi sector stocks is way up despite Intel, so anybody who didn’t try to actively pick winners has done well.
- magicalhippo 2y agoI assume holding the bag of stocks.
- gjvc 2y agononsense. Just buy AMD from now on, then ARM.
- xattt 2y agoI meant stockwise. It just seemed like a sure bet a decade ago, like RIM the decade before that, and Kodak the decade before that.
- bryanlarsen 2y agoThat would be fine if and only if they both weren't dependent on TSMC. We need at least 3 viable sources of leading edge chip fab so that we're not down to one when one of the other 3 inevitably stumble. Apple and Nvidia should be leading the charge here. They're the ones that are both vulnerable to a TSMC squeeze and have the resources to make a difference. It appears that Nvidia is looking to manufacture the low end of their upcoming GPU's on Samsung, so they're doing at least something. But Apple appears to be doubling down on TSMC via exclusive contracts.