Intel Corporation (INTC)

53.14
-1.12(-2.06%)
  • Volume:
    6,921,700
  • Bid/Ask:
    53.13/53.14
  • Day's Range:
    53.03 - 53.50

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(1859)
  • Payday is coming sooner or later:https://www.tomshardware.com/news/intel-accused-of-infringing-finfet-patent-loses-6th-challenge-against-chinese-academy-of-sciences As if intel does not have already enuff trouble with lawsuits (VLSI) ;)
    1
    • AMD Having intel for lunch and will continue to
      3
      • Lower 40s definetely incoming
        2
        • There we go again. Sapphire Rapids-X (HEDT) just got postponed, again. Tick, tock. However, it looks like Intel is pushing 12th gen consumer products now a little bit faster than scheduled.
          2
          • i wanna see these peoples faces when they realize intel eps is just dropping this is trading soon 20p/e
            2
            • Short it then, so far you haven't been right
              0
            • so far i have been exactly spot on right, i told everyone like past years to sell intel and buy amd
              1
          • Aiming 60$ by YE2021
            2
            • dont worry it will go up and down up and down for next 5years since intel will have negative eps growth
              1
            • How? DC center will decline in Q3 and Q4 just further, and margins will just drop harder thanks to intels next price cuts. ADL comes in nov, so it has nothing to say in Q3 and barely anything in Q4. Apart from that, if you believe ADL can make up for intels heavy losses in the data center business, than your a dreamer. Intel was one of very very very few companies that practically barely benefited from the semi conductor super cycle that has been running for almost 2 years now. That is certainly worth an award. I can promise you, 60 USD target price EOY2021 is certainly not a part of it. You can be lucky if they hold the 50USD line.
              1
            • Dont get me wrong, intel runs "okay"-ish, bumpy that is, but before it will get better, its still heavily prone to further drops because of at least 3 more quarters of further heavy losses in the data center business. This is pretty much inevitable. Now they have to even sacrifice much more margins to get rid of build up inventory and in general stabilize sales. The necessary investments of the next few years will do the rest to keep their forward P/E not in the favor of investors. If their foundry business works out, margins will stabilize, but like i said once before, they willl never ever be able to reach their crazy good margins from years ago. This time is forever over, and now they have to share their cake with more and more competitors (and that is in all segments, dgpu,consumer cpus and dc/server cpus), this is always bad for the P/E. More competition, more investments, lower prices (ASP) and lower margins, and lower sales is always bad for the business, especially if its your pie that is getting split.
              1
          • Robotaxis will launch in 2022 (Mobileye) , Arc is coming to compete against Nvidia/Amd , Alder lake destroys Ryzen's in multicore/ singlecore (still on 10nm vs 7nm) , Investing 80 billions in Europe in order to catch tsmc in 2025 pat is an engineek and also an gamer geek. Ladies and gentleman are you ready to fly to the moon?!! I have 150 (50 more than 2 months ago)
            4
            • Arif Yozdzhani said when they produce 3nm intel is still struggling to get 7nm into production LMAO
              1
            • they increased prices for 3nm also, 8-10% for the start. Tsmc still need 100b for investing and producers that outsourced chipmaking will pay
              1
            • Jjust for the record, having to cut retail prices by 20% is more dramatic than having to pay additional 5% (that is tsmcs price raise for amd) for wafers. And even then, what has A to do with B. If AMD makes a little less profit, it would not positively influence Intels sales statistics. It weakens its competitors financial sheet, yes, thats about it, Intel itself does not profit from it. Fact is, Intels margins were already going down the drain and now having another price cut for its expensive big MONOLITHIC server chips is dramatic because every percent less comes in with twice the loss in margins at such levels. Pats so called tempory "digestion" in the server market, was not tempory at all apparently thus the price cut. That should rather worry you. But whatever you say. The earnings will just be another slap in the face dc-wise.
              1
          • I've been waiting a long time for today
            0
            • What's up? great keep go plz..
              0
              • "Intel's IDM 2.0 strategy is certainly designed for the company's long-term success. It is extremely capital intensive, so in the coming years Intel will cease to buy back shares, but will invest in new manufacturing capacities instead."
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                • And by the way at the NSR, Intel practically confirmed that 10nm yields are still a problem. Just as I already said quite a while ago.
                  2
              • Die flat more than a months.
                1
                • short it, if you're so sure it's a value trap!
                  0
                • wouldnt short it because theres not much downside
                  1
                • but theres no growth either, its gonna be dead flat until soemthing happens
                  1
              • By 2023 I'm expecting amd margins will be fully in the pockets of tsmc.
                3
                • "are abusing the situation" Well thats the market, like I said, if you dont make your own chips you're gonna be in the hand of others. You're talking about overcapacity, but when? Would your hold your breath waiting for it to bust?, This shortage wont be easy to solve.
                  1
                • wrong tsmc is only raising 20% of older 7nm chips production , 3-10% for new ones
                  1
                • only the beginning, tsmc need higher margins, and they will get it.
                  0
              • tsmc just bumped up prices for contractors 20% and it's only the beginning. If you don't make your own chips by 2024, it's pretty much game over.
                3
                • only for older 7nm chips not for new ones
                  1
                • Who's going to use TSMC fabs is their customers are broke? Exactly. They need to maintain 'reasonable' balance.
                  1
                • their customers are not broke, still alot of margins to take from and what they gonna do? it's not like they have a choice anyhow.
                  1
              • Boom. cloudfare kicked out Ice Lake-SP. Way too high power consumption. As I already said before, only Sapphire Rapids has a glance of a change to bring intel back into the datacenter business (end of 2022!!!!). It's still a very very long way to go and there will be during this journey many earning reports that will show more and more degradation in the server segment simply due to a lack of competitive products. its no rocket science. The bull trap will just sc*re_w you again after the next earnings report.
                2
                • it doesnt matter where intel will be today or tomorrow. I can tell you the bulltrap will pull you just back again after the earnings and draw you back into reality.
                  1
                • You know that I'am selling the day before earnings no? I buy after and enjoy my dividends.
                  1
                • yea and u will lose sp500 XDD
                  1
              • I think before the end of the year INTC should hit $62.
                3
                • 70+
                  0
                • 42$
                  2
              • What is the targeting price now?
                1
                • Taiwan Semi is ****it and that's the fact. Intel will never catch up.
                  1
                  • another slap in the face for intel: https://www.reuters.com/technology/us-near-deal-nvidia-supercomputer-it-waits-delayed-intel-machine-sources-2021-08-24/
                    2
                    • u are aware of, that intel has to pay for aurora, they did not keep promises and broke the contract. no revenues there. So amd makes even more money on the temporary amd+nvidia solution than intel on the super computer itself. And apparently Sapphire rapids still has problems. no chip stock, no sales, no revenues. They most likely wont be able to keep their latest posted timeline on SPR, or they will make it just a paper launch. GL.
                      2
                    • typical amd fan boy, ROME and MILAN are ***** because Sapphire Rapids hybrib and will be better. This super-pc is temp deal
                      1
                    • Well then happy waiting. It's still over one year and according to rumours intel already won't be able to keep their already postponed schedules. Next earnings report will be just as disappointing as the last one, probably worse (more dc bleeding and latest reports show a declining demand in the retail sector). So dont enjoy your current 54USD stock price for too long :> It will be just pump before and dump after the earnings again. And then the cycle will just start again. By the time spr will be ready, genoa with 96 cores and 3dcache pci5 ddr5 will be already out for who knows how long. The funny thing is, AMD+HPE were able to instantly deliver, while intel is not (they are still having considerable issues with spr and their process node).
                      1
                  • this stock belongs to 130-150 range
                    4
                    • with decreasing margins and revenues , youre buying a value trap
                      1
                    • amd eating intels lunch on dstacenters, intels profitability will only drop coming quarters, maybe next year this traders +20p/e
                      1
                    • Zorro Batman Math isn't a strong suit of yours? A lot of lols here. :D What happens when Intel's stock price triples with these earnings?
                      1
                  • Rebound soon
                    0
                    • Mark Samsungs words:The chip industry is the safety plate of the Korean economy… Our aggressive investment is a survival strategy in a sense that once we lose our competitiveness, it is almost impossible to make a comeback,” Samsung said in a statement. Does it ring a bell? Its one of the reasons why Intels stock price is not really dancing skywards but down/sidewards.
                      2
                      • Samsung to invest $206 billion by 2023 for post-pandemic growth. Just to put intels (lousy) sums into relation to tsmc and samsung. https://finance.yahoo.com/news/samsung-invest-206-billion-over-060519940.html
                        2
                    • Major US defence contractor. A legal monopoly in the US.
                      3
                      • intel trades 1.5peg, amd trade 0.94 peg , amd is much better deal only i/d10ts would buy intel
                        3
                        • in case anyone wonders why the temporal uptick: Intel Corp. said it will provide commercial foundry services in the first phase of a U.S. Department of Defense program that aims to make circuits and commercial products required for the department's systems.Dont get too exited. margins might be okay, but volumina are low thus meaningless
                          5
                          • Can, you once talk about AMD difficulties? And not all the time of intel problems? Why are you showing up so much fanboyism man just go to amd forum and tell them amd problems.
                            3
                          • It would be boring, apart from capacity restrictions there is barely anything to say. tick tock (and its not intel) Either way, you are always good for a laugh man. Mostly because you are a way too emotional investor and confuse bias with facts. I couldnt care less about AMD or Intel. I was invested in Intel too, and made my money twice with trading back and forth during those bull traps seasons between earnings. And yes, I am invested in AMD too, but based on pure facts and solid numbers, not because "I think" something. Its just an investment, its just money. And you my friend, certainly bought intel out bias, emotional reasons and preference. This is a typical rookie mistake. This does not mean intel will forever go down- or sideways. But everyone that is against your opition, is bad mhhhkay. Wow duh. Then we should just close the forum.
                            4
                        • Last chance to buy...gap up soon
                          3
                          • After last gap is just before the next one: imgur com/S8hIfdK and imgur com/ef5AjdI
                            1
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