The most critical question Intel has not answered

来源: 三心三意 于 2024-08-03 15:45:00 [] [旧帖] [给我悄悄话] 阅读数 : (1340 bytes)

going into this Q’s earning report, institutions have “very low” expectation on Intel

* They know Intel is in transition and their future investment will take another 12 month to bear fruit
* They know i13 and i14 has quality issues and will be delayed for months if not quarters
* They know Intel has nothing to offer in GPU that customers would buy, nor do they have any ARM compatible solutions to offer
* They know Intel next quarter will not see improvement and therefore have “already” revised estimate down before the earning report

The stage is set so that expectation is so low everyone thinks Intel would at least meet next quarter guidance if not raising it slightly.

But….

Intel came out with a “substantially” lower guidance for next quarter. Every analyst report that I have read so far is asking this fundamental question but no one has answer “The entire semiconductor industry is seeing huge demand and sky high Capex investment from their customers. While no one buys GPU from Intel, every GPU still needs a CPU to run. How on earth would Intel miss the already lowered estimate for next quarter by so much”

There is something just fundamentally broken with this company. It does not look like they know why revenue will be bad either next quarter.

所有跟帖： 

• future is not just next quarter, period. -露重对霜浓- ♂ 给 露重对霜浓 发送悄悄话 (68 bytes) () 08/03/2024 postreply 15:49:42

• the question is, why Intel miss already rock bottom estimate -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 08/03/2024 postreply 15:57:00

• "Intel came out with a “substantially” lower guidance" -CLM2020- ♂ 给 CLM2020 发送悄悄话 (498 bytes) () 08/03/2024 postreply 16:08:42

• 很简单，资本家要为裁员找借口。至于为什么要裁员？问问马斯克. -露重对霜浓- ♂ 给 露重对霜浓 发送悄悄话 (0 bytes) () 08/03/2024 postreply 16:37:56

• 推特被裁了80%，比过去运行的好多了，可见这些公司里有多少混饭吃的 -dividend_growth- ♀ 给 dividend_growth 发送悄悄话 dividend_growth 的博客首页 (97 bytes) () 08/03/2024 postreply 16:43:17

• 维持运行可以，但加新功能就不要想了。估计马斯克也不在乎新功能 -Nevermind666- ♂ 给 Nevermind666 发送悄悄话 (0 bytes) () 08/03/2024 postreply 17:03:18

• 你这句话可谓是非常无知了 -dividend_growth- ♀ 给 dividend_growth 发送悄悄话 dividend_growth 的博客首页 (0 bytes) () 08/03/2024 postreply 17:35:50

• lower guidance means PRICE WAR，will affect others margin too -playForever- ♂ 给 playForever 发送悄悄话 playForever 的博客首页 (0 bytes) () 08/03/2024 postreply 18:40:58

• it is possible, but if investors find out, will be huge lawsuit -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 08/03/2024 postreply 16:18:00

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