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Golfbum

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Golfbum

Re: Koog post# 151155

Thursday, 02/18/2021 12:51:07 PM

Thursday, February 18, 2021 12:51:07 PM

Post# of 151673
Since the silicon pipeline is long from conception to on the shelf I wonder what Gelsinger will focus on.

Pricing/positioning moves are quick if they can be supported by manufacturing.

Deals/acquisitions are risky and take nearly as long as new silicon to really work if ever.

Longer term I wonder what markets he will focus on.

I wonder how long before we see his actions and any results.

Ideas?

gb
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