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M
I understand this is just margin transfer. But with the financials reported separately now for Products & Foundry, over time both...
Oct 24, 2025
C
Intel reported better-than-expected financial results for the third quarter of 2025, signaling progress in its ongoing turnaround...
Oct 24, 2025
E
That was not his best call.
Oct 24, 2025
D
I understand this is just margin transfer. But with the financials reported separately now for Products & Foundry, over time both...
Oct 24, 2025
S
Lets say THEORETICALLY that Intel managers calculated a unit cost that was ~1.5x the price Apple wanted to pay (best case). Then those...
Oct 24, 2025
Moving money between left pocket and right pocket.
Oct 24, 2025
Jensen claims that inference is going to 1,000,000,000x for whatever that's worth.
Couple things LBT said in the earnings call:
Oct 24, 2025
Because you were there, do you know why Intel didn’t cut its costs to make them feasible or equally profitable?
Oct 24, 2025
F
Jensen claims that inference is going to 1,000,000,000x for whatever that's worth.
Couple things LBT said in the earnings call:
Oct 24, 2025
But Paul Otellini and many Intel leaders should have realized that if Intel didn’t change, its partners and customers eventually would...
Oct 24, 2025
Intel offers both high priced processors and low-end, inexpensive ones. However, we can’t accurately analyze Intel’s true pricing...
Oct 24, 2025
K
How is the US-China chip embargo going? China consumes an estimated 45% of the worlds semiconductors, revenue which is now being lost to...
Oct 24, 2025
K
Lets say THEORETICALLY that Intel managers calculated a unit cost that was ~1.5x the price Apple wanted to pay (best case). Then those...
Oct 24, 2025
Like.
I understand this is just margin transfer. But with the financials reported separately now for Products & Foundry, over time both...
hist78 replied to the thread Intel Reports Third-Quarter 2025 Financial Results.Moving money between left pocket and right pocket.