$Intel (INTC.US)$ Sofar, we have 2 billion Poland+ 3.5 billi...

Make it Big : do you know the DOD contract spans over how many years. I am trying to see the immediate impact on the annual P&L with this contract. The Poland one is a support for building a plant there. It is a subsidy for CAPEx in nature that will take a few years to generate revenue.

102778633 Make it Big : I think people just need to see they actually doing something rather than waiting. There's only 2 CPU design company in the world. Intel cannot die that will make amd monopoly.

GoldmanStacks OP Make it Big : I have no idea about the time frames you trade nor about your strategy/ experience in your trading or if you trade equities vs. contracts. Any of the points from the above-mentioned and all of them as well change how you might interpret the news. There for I can't rly answer you.

Simon 5183 102778633 : There should be three mainstream CPU giants, and VIA, which was acquired by Taiwan's VIA Technologies, is one of them.

73372627 102778633 : Very wrong perception and knowleadge of industry.

they are manny CPU design and production companies. You know probablly just AMD and Intel (alphabetic order).

Sorry, very wrong. What you know are mass comercial CPU's which are very rethorics and out passed by the technology. Your best comercial Intel or AMD CPU on your station it is just 10 to 15% of an millitary Panasonic lap-top from 1999 (mine), which today for them it is good for museum.

If you invest in this industry, I sugest to study the past, relative present and the future.

Intel cotract was dellay for manny factors, which by my knoleadge level also to HP and IBM and also an reorganisation of the workforce, facilities, security, chain of delivery, etc. Millitary productions are different from comercial.

For me this 3.9 Bill contract it is just pinuts for Intel. Must be collaterals cotracts with undisclosure companies, and all US high security companies.

102778633 73372627 : sorry but you are the one who is very very wrong. there only 2 cpu company that made out more than 90% market share. And did you missed out the word desktop? and yeah I work for broadcom.

73372627 102778633 : If you work for Bradcom (depending which Division), you is suppose to know that Bradcom has sold Billions of Embeded CPU's for communications Desktops. Also what you want to tell me about NVDA ARM design CPU's for Microsoft Windows Desktops which will hit the consumer market in Jan or not later Feb 2025?

Microsoft allready resume any prolongement of the contract with Qualcomm for theyrs cloud and networking Windows based workstations and replaced with NVDA CPU's.

Desktops do not mean just household computing. Desktop mean also workstations which bypass on factor of 6 to 1 the households.