| To: Vattila who wrote (42305) | 8/2/2021 1:35:26 PM | | From: neolib | | | | | There is a two year downward trend in that data (make allowance for seasonality),while the chart starts in Apr 2020 when CV-19 was starting to spike PC purchases, it would have been nice to seem further back too. It seems hard to argue in July 2021 that component issues are the cause. Availability in general seems to be improving, and for GPUs, the miners getting clobbered in China seems to be helping too. Despite what Pat at Intel thinks, mobile is still the gadget of choice for most people, they just needed an upgrade on the home PC thanks to CV. I'm not so sure there will be continued growth in PCs as strong as was seen over the last year. Unless CV keeps chugging along... |
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| To: Kelvin C.P. Wang who wrote (42306) | 8/2/2021 2:07:01 PM | | From: Joe NYC | | | | Hi Kevin,
Sometime ago (maybe one year?) you posted about selling off your AMD shares and moving on. Within a day or two, you changed your mind I am pretty sure everybody considered it at one point or another. I was quite down when the news of Intel on TSMC 3nm came out. |
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| To: Joe NYC who wrote (42309) | 8/2/2021 2:13:32 PM | | From: neolib | | | | | I was looking at that today. After a similar pattern to AMD for the preceding three days, XLNX is diverging again today. |
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| To: Kelvin C.P. Wang who wrote (42306) | 8/2/2021 2:16:32 PM | | From: neolib | | | | | Look at it this way: With the XLNX purchase AMD will be running around 5.5B/Qtr less than 1/3 of INTC, yet the marketcap of AMD right now, assuming the XLNX purchase, is about 165B vs INTC at 218B or so. We have already hit pie in the sky! |
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| To: neolib who wrote (42311) | 8/2/2021 2:25:21 PM | | From: Joe NYC | | | | | Pat Gelsinger is getting good reception, in general, but INTC is getting no respect on Wall Street. |
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| To: Joe NYC who wrote (42308) | 8/2/2021 2:55:56 PM | | From: Kelvin C.P. Wang | | | | | What is your thinking about INTC using TSMC 3nm? Possible? I think it is fake news. Why would TSMC empower a strong and direct competitor, even with lots of cash that TSMC does not need, but??? |
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| To: neolib who wrote (42311) | 8/2/2021 2:58:42 PM | | From: Kelvin C.P. Wang | | | | | Vattila showed specific levels of predictions with Pie-in-the-Sky scenario as the highest at well over $300/share, taking over majority of x86 market share. I made up the numbers per my recollection. He had several emails on the predictions. |
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| To: Kelvin C.P. Wang who wrote (42314) | 8/2/2021 3:02:19 PM | | From: Joe NYC | | | | My thinking now is that the scale of this is likely much smaller that the Nikei article implied.
Why would TSMC empower a strong and direct competitor, even with lots of cash that TSMC does not need, but??? Yes. TSMC management are not fools.
There are some interesting quotes from the past, that spell out TSMC thinking about Intel. That Intel is the biggest competitor of TSMC and TSMC strategy is to enable their own customers to compete effectively against Intel. |
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