The most critical question Intel has not answered

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. -露重對霜濃- ♂ (68 bytes) () 08/03/2024 postreply 15:49:42

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

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

• 很簡單，資本家要為裁員找借口。至於為什麽要裁員？問問馬斯克. -露重對霜濃- ♂ (0 bytes) () 08/03/2024 postreply 16:37:56

• 推特被裁了80%，比過去運行的好多了，可見這些公司裏有多少混飯吃的 -dividend_growth- ♀ (97 bytes) () 08/03/2024 postreply 16:43:17

• 維持運行可以，但加新功能就不要想了。估計馬斯克也不在乎新功能 -Nevermind666- ♂ (0 bytes) () 08/03/2024 postreply 17:03:18

• 你這句話可謂是非常無知了 -dividend_growth- ♀ (0 bytes) () 08/03/2024 postreply 17:35:50

• lower guidance means PRICE WAR，will affect others margin too -playForever- ♂ (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- ♂ (0 bytes) () 08/03/2024 postreply 16:18:00