Intel Corp (INTC)

[Ideal_Inv]

It's a good complementary opportunity, allows them to go after the server DRAM market that they don't currently play in.

Yes, that is a market that can swing fast in Intel's favor if it manages to show clear advantages.

Intel seems to be betting a large part of its 4-5 year DCG growth rate on 3D XPoint.

And there is always the possibility they may be sandbagging a bit.

I did think the DCG presentation was light on competitive analysis, though... There are going to be a lot of companies trying to take share from Intel in servers, and while Diane Bryant said that the forecast takes into account some degree of competition, I'd have liked to have her talk more about her assumptions regarding competition so that outsiders could get a sense of how "reasonable" the assumptions baked in with respect to competition are.

TCE, you answered your own question in your previous post.

"If Optane DIMMs really take off, then that not only means more content for Intel but it should also help it defend share as the tech should be exclusive to Intel CPUs for quite a while."

In addition, I think that Intel should have some plans in the works regarding how 3DXP can create some specific advantages for its future Core i and mobile SoCs relative to the competition.