I am very long Intel. I have made great money with$Advanced ...
I am very long Intel. I have made great money with $Advanced Micro Devices (AMD.US)$. But right now it makes more sense to own $Xilinx (XLNX.US)$to play AMD, if you believe the merger goes through.
Either way, I am very excited about Pat at the helm of $Intel (INTC.US)$. He is an original. Very well respected and knows both hardware and software. This will be a huge advantage for Intel in foundry business.
People act like AMD shot to $100 per after Lisa was announced CEO. It took time. Pats’s been there what, 9 months? He has already made strides.
Completely changed course from what Swan was talking about (outsourcing to TSM for most new products) and moving away from manufacturing. Pat immediately reversed course and tripled down on Intel’s manufacturing scale.
Then he introduced an aggressive new product roadmap, which so far (very early) seems to be on track.
Immediately stopped share buybacks to invest heavily in R&D.
Facts are, AMD is a great company and at it’s current valuation, can’t have any missteps. Priced for near perfection. Intel is in “prove it mode”.
Will continue to add aggressively to Intel, shares and ITM leaps, and continue to nibble Xilinx shares along the way.
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Kieron Morley : point of all that, is own both!
Spider-Man to moon Kieron Morley : Pat is not telling the truth to intel investors. Zetta in 5 years?. He proclaimed already intel is back, Geek is back.
He is not setting up the realistic expectations.
Zetta strategy unveiled in bar to a journalist? Lol.
Intel is not acknowledging the competition first. He is lying to everyone that 5 nodes in 4 years? Is that realistic, no one (industry insiders) trying to believe him.
Don’t loose your pants in believing him.
Sam White Spider-Man to moon : Seems your assumption is merely the opposite side of what Pat is saying.
Let’s start with, why would a new CEO (who has all the grace he needs by being new) lie right out of the gate? My point is, why become the fall guy, when you had plenty of fall guys before you? You could have come out and said, this is so F’ed up, it can’t be fixed right away. All these other people before me, got it all jacked up. Why become the fall guy?
Think about that. Why would he lie when he had all the grace he could have used based on failures of previous leadership
digimonX Sam White : If Pat said his predecessors screwed up, he would implicate Intel's Board of Directors because they picked the previous CEOs.