Replies to post #150197 on Intel Corp (INTC)

[borusa]

>
I still think Mark Bohr is right about transistor density
(per mm^2) as a valid metric.

Sure, apples to apples, if there is suchlike.

One thing that sticks in my mind is how intel blends design and manufacturing, so I've read, which leads to some hand drawing of certain features. So, apples vary too.

[Unkwn]

You certainly wrote a lot...a regular "War and Peace."
But it's pretty informative and detailed I must admit.
Thanks for your effort.

You're welcome. You may not believe me, but I am not writing so much just to hear myself talking. It is about gaps and flaws in my investment thesis, I am interested in. I have to detail it so people get whet I am after. There are pretty knowledgable people on this board. They just rarely write much these days, which I think is a pity. I am exactly not looking for self confirmation, believe it or not. For me, it is the biggest mistake to make in investing.

[Andy Grave]

I still think Mark Bohr is right about transistor density


yeah....just like when he said this

“The foundry model is collapsing,”

....just for the record and for any Intel fanbois still here........ Bohr was SPECTACULARLY wrong in this prediction. If anything, it is the Intel integratad model that is under threat.

https://www.eetimes.com/author.asp?section_id=36&doc_id=1266087

....if there is any one visible name one could associate with Intel's abject failure at 10nm, it has to be one Mark Bohr. He is suppose to be Mr. Process Technology at Intel. (read the article)