Gururu bit_user said: Yeah, and I think the net effect won't have much of an impact on Panther Lake sales. Unless they mandate a government wide contract for them. Reply
bit_user Gururu said: All the signs of a cash in and run scenario. Not good!!! It wouldn't make a lot of sense to sell this soon, IMO. Gururu said: Unless they mandate a government wide contract for them. Well, statistically speaking, I'd expect most government laptops should be Intel-based, since they've traditionally dominated the overall laptop market. So, the only thing that would probably move the needle is if they force an early upgrade of existing machines that otherwise wouldn't be due for replacement this year. I think that might makeup for some lost sales volume, due to others balking at the high price of DRAM, but I wouldn't expect it to be enough to give Intel a banner year. Reply
Gururu bit_user said: It wouldn't make a lot of sense to sell this soon, IMO. Well, statistically speaking, I'd expect most government laptops should be Intel-based, since they've traditionally dominated the overall laptop market. So, the only thing that would probably move the needle is if they force an early upgrade of existing machines that otherwise wouldn't be due for replacement this year. I think that might makeup for some lost sales volume, due to others balking at the high price of DRAM, but I wouldn't expect it to be enough to give Intel a banner year. Oh I don't mean the public. I mean the government. The stock has doubled I am sure they are going to divest their stake soon. Yes, every computer I have used in my ten years in government was Intel based, but pretty new. Everything new they buy I am sure will be panthers. Reply
JeffreyP55 Admin said: President Donald Trump and Commerce Secretary Howard Lutnick went on their respective social media platforms to praise Intel and its CEO, Lip-Bu Tan, for the launch of the first chips made using the Intel 18A process node. They also said that it's another step towards the U.S. regaining its lead in cutting-edge chip manufacturing. President Trump, Sec. Lutnick praise Intel after the launch of Panther Lake chips — says investment in company already bringing ‘tens of billions o… : Read more I don't believe one word out of the mouths from either of those two. Reply
bit_user Gururu said: Oh I don't mean the public. I mean the government. The stock has doubled I am sure they are going to divest their stake soon. Yes, I did take you to mean the US Government selling its stake. I would not expect them to sell, this soon. But, what do I know? Reply
Gururu bit_user said: Yes, I did take you to mean the US Government selling its stake. I would not expect them to sell, this soon. But, what do I know? They may not, I just don't trust the history of fraud and scam around everything from T steaks to T phones. So I just assume w/e makes for more riches quicker would be exercised. Reply
hotaru251 investment in company already bringing ‘tens of billions of dollars for the American people’ given Intel was bleeding money, they got a bail out paid for by american tax dollars in the billions, & again got billions under chips acts…I highly doubt the profit from intel in past yr has actually been net positive for the american people let alone tens of billions 😐 Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/president-trump-sec-lutnick-praise-intel-after-the-launch-of-panther-lake-chips-says-investment-in-company-already-bringing-tens-of-billions-of-dollars-for-the-american-people#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.