2024-06-03 16:40:54 ET
Summary
- Intel's upcoming 18A process is cost-effective and more efficient than Intel 7, which will significantly improve the company's competitive position.
- Intel's AI products do not look compelling in the short term.
- Intel continues to execute well on their products, something that had been problematic before Pat Gelsinger took over.
- Intel's financial turnaround is still not imminent, and there will still be short term issues before the company's bets pay off.
On May 30th, John Pitzer from Intel (INTC) met with analysts to discuss Intel's situation, and the information was really quite interesting, and can give us a better idea of what is going on. I am going to go through the points I think are interesting, and go into what I think they mean....
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Intel's Goldman Sach's Meeting Yields Interesting Information