Either be patient or follow the doom&gloom squad. Personally, I do not think there are serious challenges to Intel's dominance in this business,
mainly servers, in the foreseeable future. I think the shrink wars end with Intel at 10nm and the others claiming to be at 7nm. Beyond that (oh maybe another 1/2 or so) it ceases to be practical to go in the scale dimension, maybe better in the third dimension. The rest has to do with all the other issues that are rarely discussed in here, such as power consumption, thermal limits, materials, etc., and wrt Intel, its foundry opportunities, IOT and automotive, etc. Is Intel a future Sears Roebuck? Maybe, but if so its way beyond my time horizon. I think it has a good 10x left in it while paying a boss dividend. It's a fool who sees it as a Sears/Kmart any time soon. With posters like that you should go read seeking alpha and not waste your time in here.
On SA Bill Maurer writes, in comparing the NVDA, AMD dump, to recent INTC pps stability,
"The main difference is that Intel was not so reliant on the cryptocurrency boom, which caused AMD and Nvidia results to spike in late 2017 and early 2018. Now those two are facing tough comps, and revenue growth has fallen sharply or even turned negative. On the flip side, Intel has guided to low double-digit percentage growth for revenues in Q4."
The cyptocurrency effect is a new one to me. Anyone have any insights on this? Is it horse puckey? Another Sa author Jonathan Cooper, wrote:
"Nvidia And AMD: Don't Overestimate The 'Time Bomb'"
"Mining pools may have added ~ $2.9 billion (retail) in GPUs and CPUs during NVIDIA's most recent fiscal year.
That is ~ 34% of AMD and NVIDIA's combined segment revenue.
Actual benefits to AMD and NVIDIA are much lower due to background mining, repurposed older cards, and high retail prices."
So much for the 7nm vs 10nm debate.
