Sunday, April 23, 2017 12:00:09 PM
IDF has been getting worse over the years. I actually remember the first one when it was really technical and it was generally applauded. It was something that set Intel apart from AMD and showed industry leadership. Now they say they will be doing more focused events but I have been very disappointed with Intel's efforts in the first quarter. There were no events whatsoever to my knowledge. They left a huge vacuum of products until mid year and gave AMD a really good window to hype Ryzen as the only new thing, which they successfully did. And they don't really seem to be pushing back against AMD's bluster with Ryzen very much. Even old Francois Piednoel is pretty timid on twitter. Intel had a new Kabylake NUC lineup and not one site reviewed it. Optane was a big lead balloon and the hype for that product was definitely overpromising and SERIOUSLY under delivering. It looks strong for some niche markets, but how much growth will it drive? I predicted INTC would trade in a range and not go anywhere and it has. And right now I just don't think they have anything to drive growth. I was sort of watching to see if it slipped to 30 bucks where I could get back in. If there is any sort of shockwave and with Trump's unpredictability you can believe its possible, this market is going to deflate. And INTC will probably be first to go with a 17 PE. But I wouldn't buy now with Krzanich in charge. He is definitely worse than Barrett at this point, and he had the netburst albatross. Killing IDF, and significantly chopping funds for some of the marketing programs Intel does(that maybe what the IDF move is also), are signs things aren't great. They seem to have completely abandoned Andy Grove's constructive conflict culture.
Recent INTC News
- More than 500 AI Models Run Optimized on Intel Core Ultra Processors • Business Wire • 05/01/2024 05:00:00 PM
- Intel Takes Next Step Toward Building Scalable Silicon-Based Quantum Processors • Business Wire • 05/01/2024 03:00:00 PM
- U.S. Stocks May See Further Upside In Early Trading • IH Market News • 04/29/2024 01:05:53 PM
- U.S. Futures Rise in Pre-Market Trading Amid Key Federal Reserve Meeting and Earnings Week Ahead • IH Market News • 04/29/2024 11:12:54 AM
- U.S. Stocks Rally On Upbeat Tech Earnings • IH Market News • 04/26/2024 08:30:27 PM
- Exxon Mobil Net Profit Drops 28% to $8.22 Billion, Atlassian Surprises with Revenue Boost and Co-CEO Exit, and More in Earnings • IH Market News • 04/26/2024 11:47:51 AM
- U.S. Stocks Climb Well Off Worst Levels But Close Mostly Lower • IH Market News • 04/25/2024 08:40:00 PM
- Intel Reports First-Quarter 2024 Financial Results • Business Wire • 04/25/2024 08:01:00 PM
- U.S. Futures Drop in Pre-Market Trading as Tech Stocks Plunge After Meta Issues Gloomy Forecast • IH Market News • 04/25/2024 11:53:54 AM
- BHP Bids $38.8 Billion for Anglo American; Biden Unveils Historic Micron Technology Deal, and More News • IH Market News • 04/25/2024 11:48:40 AM
- Futures Pointing To Extended Rebound On Wall Street • IH Market News • 04/23/2024 01:11:27 PM
- U.S. Stocks Close On Bright Note Despite Coming Off Day’s Highs • IH Market News • 04/22/2024 08:38:04 PM
- Nasdaq, S&P 500 Extend Losing Streaks On Tech Weakness But Dow Advances • IH Market News • 04/19/2024 08:32:14 PM
- Paramount’s Shares Surge Following Sony and Apollo’s Joint Bid; ISS Backs Berkshire Hathaway Director Re-election, and More • IH Market News • 04/19/2024 11:31:22 AM
- Intel Builds World’s Largest Neuromorphic System to Enable More Sustainable AI • Business Wire • 04/17/2024 04:22:00 PM
- United Shares Surge 5.3% in Q1 2024 Earnings Beat; Take-Two Cuts 5% of Workforce, and More News • IH Market News • 04/17/2024 10:57:39 AM
- Intel Brings AI-Platform Innovation to Life at the Olympic Games • Business Wire • 04/17/2024 08:00:00 AM
- Samsung Surpasses Apple in Q1 Smartphone Market; Salesforce in Talks to Acquire Informatica, and More News • IH Market News • 04/15/2024 11:06:48 AM
- Paramount Global Board Shrinks, Morgan Stanley Faces Regulatory Probe, and More News • IH Market News • 04/12/2024 11:05:29 AM
- Delta Generates US$37 Million Profit in Q1, Google and Intel Unveil Cutting-Edge AI Chips, and More News • IH Market News • 04/10/2024 11:13:48 AM
- Intel Unleashes Enterprise AI with Gaudi 3, AI Open Systems Strategy and New Customer Wins • Business Wire • 04/09/2024 03:35:00 PM
- Bigger Than Expected Increase In Jobless Claims May Generate Buying Interest • IH Market News • 04/04/2024 01:05:37 PM
- US Index Futures Rise, Oil Dips Slightly • IH Market News • 04/04/2024 11:31:45 AM
- Intel to Report First-Quarter 2024 Financial Results • Business Wire • 04/03/2024 08:30:00 PM
- Major Averages Fluctuate Before Closing Narrowly Mixed • IH Market News • 04/03/2024 08:26:25 PM
NanoViricides Reports that the Phase I NV-387 Clinical Trial is Completed Successfully and Data Lock is Expected Soon • NNVC • May 2, 2024 10:07 AM
ILUS Files Form 10-K and Provides Shareholder Update • ILUS • May 2, 2024 8:52 AM
Avant Technologies Names New CEO Following Acquisition of Healthcare Technology and Data Integration Firm • AVAI • May 2, 2024 8:00 AM
Bantec Engaged in a Letter of Intent to Acquire a Small New Jersey Based Manufacturing Company • BANT • May 1, 2024 10:00 AM
Cannabix Technologies to Deliver Breath Logix Alcohol Screening Device to Australia • BLO • Apr 30, 2024 8:53 AM
Hydromer, Inc. Reports Preliminary Unaudited Financial Results for First Quarter 2024 • HYDI • Apr 29, 2024 9:10 AM