Intel Corp (INTC)

[Golfbum]

CD is increasingly distraught that Intel doesn't bow to his wishes and Intel's competitors are fading from relevance. That leaves him with fewer choices in his SMB biz and analysis biz.

He loathes Nvidia and AMD has largely abandoned the fight against Intel. He keeps rooting for ARM to take AMD's place which I find really amusing.

The SemiA site has gone mostly subscription which has alienated many (most?) of the forum participants. No way to tell if they've gotten sufficient subs to keep the lights on much longer.

The basis for existence for most review sites has always been the competition between Intel and AMD. Not clear what happens to them all with the ARM/x86 battle when it amounts to tablets/phones vs Intel PCs of one form or another.

gb