Intel Gets Big Bump on First Good 10nm News

FrgMstr

FrgMstr

Just Plain Mean
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This is all based on one report from BlueFin Research Partners, but The Street is reacting very favorably for Intel, and not so much for AMD. As of typing this, Intel is up 4% and AMD has dropped a whopping 5.5%. There looks to be little more said than this. "Intel's second-half production levels suggest upside to analyst revenue estimates for the fourth quarter and first quarter of 2019." So let's wait and see what comes out of this and if anything specific about 10nm production actually comes to light. As surely previous news has not been pretty for Big Blue.

On Monday, RBC Capital Markets and Barclays predicted Intel's earnings would be impacted in the coming quarters as it grapples with a processor shortage. RBC lowered its target price to $55 from $57 and maintained its "sector perform" rating while Barclays lowered its rating to "underweight" from "equal weight" and reduced its price target to $38 from $53 — a 20% downside to where shares settled on Monday.
 
Eh, even though I own a few Intel shares, I hardly care about the stock price.
What I do like, though, is that 10nm coming online will help with the constrained supply situation and make new (hopefully better) processors available.
Maybe I'll have a reason to build a new PC for my 2019 birthday. :)
 
SomeoneElse said:
That's why I hate the speculation market, someone can say 1 word and everything either soars or crashes......and yet nothing even happened. Its insane.
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Because it is totally rigged?
AMD got pump and dumped while Intel was in a dip.
This stuff is coordinated.
 
Bought those 30 shares just in time...not that a $30 bump in unrealized gains is really worth it. I'm in for the long game.
 
Well they did say the last few times AMD stock did this, it tripled/quadrupled in less than a year, then tanked right back down to where it started. PE for amd should be around 15-20, so that puts it at 4-5 bucks a share, which is still 2-3x higher than what its been pre 2017 run. Even if PE get to 35, its still only 10 bucks a share.

If you are an AMD long, well GG on breaking even from holding from the 2005/2006 high. And really GG to the people who bought during the 2 buck hell that lasted for years afterwards.
 
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So, they may be upping 10nm volumes, but it's still the gimped 10nm that they've hitherto only been selling in China, right?
 
Meanwhile getting an i7-8700K in most of EU is either impossible or borderline robbery (around 500 euros, without shipping). But who cares about the current actual shortage, when one guy says it is going to be better sometime in future.
 
10nm starting to actually function properly? Awesome, maybe that 2019/2020 GPU intel is promising won't be utter trash
 
Zarathustra[H] said:
So, they may be upping 10nm volumes, but it's still the gimped 10nm that they've hitherto only been selling in China, right?
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As long as it's got performance on par with 14nm++, it will improve the supply situation.
And that's a good thing for user, although sad for AMD.
 
Seems Intel and Nv "can do no wrong" their valuations go through the roof even when they do all kinds of BS claims of "we are doing this to gain that" type approach, a short while later "oops, it did not work the way we were expecting, instead we are releasing THIS for even more $$$$$$$ so sorry...JUST BUY IT"

Poor AMD can push out amazing stuff (open source initiatives etc) their valuation is like a yo-yo based on knucklehead analysts/speculators not looking at what they are doing or reading between the lines (many of them do not seem to know jack shit about tech stuff, but their word holds alot of weight anyways? WTF) "they cannot compete with so and so because they do not have the volume so and so does" even when they DO show they are pushing tons of game changing product at a reasonable price with even better features then "so and so" is doing with ample capacity available to handle things and often enough of a higher quality calibre to boot.

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I do not understand....was only a few short months ago them analyst people were putting the screws to Intel for "failing to release 10nm while AMD was on the verge of leap frogging them which they had not done for a decade or more" a few weeks later "Intel invested X to capitalize on their manufacturing to get 10nm out as soon as possible, they promised they will do this sooner than expected" so Intel share price starts going back up on promises made, that were promised for what like four years or so? (like history was forgotten, anbd broken promises forgiven).

Then there is the crazy nm scaling crud that Intel of course markets to derail others and take the hate away from them i.e our 10nm is better than others "version" of 7nm, even when they are technically still pulling the same crud in regards to "marketing tricks" that all it takes is 1 features size to be X nm and they can call it Z size....Intel does it, GF does it, Samsung does it, TSMC does it...LOL

AMD on the other hand is more like a "prove it before we say your worth the valuation" even though AMD has met or exceeded all expectations like clockwork last two years or so but that just is not "good enough" Intel themselves admitted AMD was having an upper hand on many fronts, but still response is "not good enough"

Intel can decide to "go back" and push older tech to meet demand, likely make their 10nm stuff not as good as it was meant to be and they get "way to go" pat on the back, while AMD gets a "you should be doing better, call us when you are" slap in the face...Do not get it at all ^.^
 
dragonstongue said:
Seems Intel and Nv "can do no wrong" their valuations go through the roof even when they do all kinds of BS claims of "we are doing this to gain that" type approach, a short while later "oops, it did not work the way we were expecting, instead we are releasing THIS for even more $$$$$$$ so sorry...JUST BUY IT"

Poor AMD can push out amazing stuff (open source initiatives etc) their valuation is like a yo-yo based on knucklehead analysts/speculators not looking at what they are doing or reading between the lines (many of them do not seem to know jack shit about tech stuff, but their word holds alot of weight anyways? WTF) "they cannot compete with so and so because they do not have the volume so and so does" even when they DO show they are pushing tons of game changing product at a reasonable price with even better features then "so and so" is doing with ample capacity available to handle things and often enough of a higher quality calibre to boot.

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I do not understand....was only a few short months ago them analyst people were putting the screws to Intel for "failing to release 10nm while AMD was on the verge of leap frogging them which they had not done for a decade or more" a few weeks later "Intel invested X to capitalize on their manufacturing to get 10nm out as soon as possible, they promised they will do this sooner than expected" so Intel share price starts going back up on promises made, that were promised for what like four years or so? (like history was forgotten, anbd broken promises forgiven).

Then there is the crazy nm scaling crud that Intel of course markets to derail others and take the hate away from them i.e our 10nm is better than others "version" of 7nm, even when they are technically still pulling the same crud in regards to "marketing tricks" that all it takes is 1 features size to be X nm and they can call it Z size....Intel does it, GF does it, Samsung does it, TSMC does it...LOL

AMD on the other hand is more like a "prove it before we say your worth the valuation" even though AMD has met or exceeded all expectations like clockwork last two years or so but that just is not "good enough" Intel themselves admitted AMD was having an upper hand on many fronts, but still response is "not good enough"

Intel can decide to "go back" and push older tech to meet demand, likely make their 10nm stuff not as good as it was meant to be and they get "way to go" pat on the back, while AMD gets a "you should be doing better, call us when you are" slap in the face...Do not get it at all ^.^
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It's not the same analysts saying those things–there are some who evaluate them highly ($40) and some who remain skeptical ($28 or less). AMD has a poor track record when it comes to volume, and has yet to publicly demonstrate a product which handily beats a high-end Intel product 1:1, so they have an uphill battle. They also have the GPU and other markets which investors/analysts have to consider AMD's success and potential in, so it's no surprise that some who see Intel and their various successful ventures are skeptical of AMD who is just entering some markets with a marginally better (in some circumstances much better, but much worse in others) product.
 
AMD needs some other douche bag to post a positive article in their favor and raise it back up! Hell, AMD just got partnership with Xilinx and should have boosted their stock but it fell on deaf ears but this opinion article sent it down.

WTF?
 
dragonstongue said:
Seems Intel and Nv "can do no wrong" their valuations go through the roof even when they do all kinds of BS claims of "we are doing this to gain that" type approach, a short while later "oops, it did not work the way we were expecting, instead we are releasing THIS for even more $$$$$$$ so sorry...JUST BUY IT"

Poor AMD can push out amazing stuff (open source initiatives etc) their valuation is like a yo-yo based on knucklehead analysts/speculators not looking at what they are doing or reading between the lines (many of them do not seem to know jack shit about tech stuff, but their word holds alot of weight anyways? WTF) "they cannot compete with so and so because they do not have the volume so and so does" even when they DO show they are pushing tons of game changing product at a reasonable price with even better features then "so and so" is doing with ample capacity available to handle things and often enough of a higher quality calibre to boot.

----------------
-----

I do not understand....was only a few short months ago them analyst people were putting the screws to Intel for "failing to release 10nm while AMD was on the verge of leap frogging them which they had not done for a decade or more" a few weeks later "Intel invested X to capitalize on their manufacturing to get 10nm out as soon as possible, they promised they will do this sooner than expected" so Intel share price starts going back up on promises made, that were promised for what like four years or so? (like history was forgotten, anbd broken promises forgiven).

Then there is the crazy nm scaling crud that Intel of course markets to derail others and take the hate away from them i.e our 10nm is better than others "version" of 7nm, even when they are technically still pulling the same crud in regards to "marketing tricks" that all it takes is 1 features size to be X nm and they can call it Z size....Intel does it, GF does it, Samsung does it, TSMC does it...LOL

AMD on the other hand is more like a "prove it before we say your worth the valuation" even though AMD has met or exceeded all expectations like clockwork last two years or so but that just is not "good enough" Intel themselves admitted AMD was having an upper hand on many fronts, but still response is "not good enough"

Intel can decide to "go back" and push older tech to meet demand, likely make their 10nm stuff not as good as it was meant to be and they get "way to go" pat on the back, while AMD gets a "you should be doing better, call us when you are" slap in the face...Do not get it at all ^.^
Click to expand...

Tell AMD to make a faster CPU and GPU then.
 
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