Intel tran_老虎社区_美港股上老虎

2021-10-23

Intel transformed from memory maker to CPU. They currently do lots and and may have neglected CPU. Now doing catch up. Hopefully, by investing in foundries and development can bring them back to the front. Lots to catch up in terms of development and capacity. Sub out ic development previously should be changed.

Intel Might Be Down, But It's Certainly Not Out

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":851776056,"tweetId":"851776056","gmtCreate":1634949464152,"gmtModify":1634949464224,"author":{"id":4097794446240170,"idStr":"4097794446240170","authorId":4097794446240170,"authorIdStr":"4097794446240170","name":"12ee71b8","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":9,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Intel transformed from memory maker to CPU. They currently do lots and and may have neglected CPU. Now doing catch up. Hopefully, by investing in foundries and development can bring them back to the front. Lots to catch up in terms of development and capacity. Sub out ic development previously should be changed.</p></body></html>","htmlText":"<html><head></head><body><p>Intel transformed from memory maker to CPU. They currently do lots and and may have neglected CPU. Now doing catch up. Hopefully, by investing in foundries and development can bring them back to the front. Lots to catch up in terms of development and capacity. Sub out ic development previously should be changed.</p></body></html>","text":"Intel transformed from memory maker to CPU. They currently do lots and and may have neglected CPU. Now doing catch up. Hopefully, by investing in foundries and development can bring them back to the front. Lots to catch up in terms of development and capacity. Sub out ic development previously should be changed.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/851776056","repostId":2177341559,"repostType":4,"repost":{"id":"2177341559","pubTimestamp":1634915009,"share":"https://www.laohu8.com/m/news/2177341559?lang=&edition=full","pubTime":"2021-10-22 23:03","market":"us","language":"en","title":"Intel Might Be Down, But It's Certainly Not Out","url":"https://stock-news.laohu8.com/highlight/detail?id=2177341559","media":"Motley Fool","summary":"I will be going over Intel's  Q3 earnings report and talking about its plans to take on AMD and Nvidia in the next couple of years.For the third quarter, Intel reported earnings per share of $1.71, an increase of 59% year over year, which beat its own guidance by $0.61. Revenue came short at $18.1 billion, growing 5% YOY but missing estimates by $0.1 billion. Gross margin was 57.8%, 2.8 percentage points above guidance and up 1.3 percentage points YOY. But the big reason the stock fell close to ","content":"<p>I will be going over <b>Intel</b>'s (NASDAQ:INTC) Q3 earnings report and talking about its plans to take on <b>AMD(AMD)</b> and <b>Nvidia</b> in the next couple of years. </p>\n<h2>Earnings summary</h2>\n<p>For the third quarter, Intel reported earnings per share of $1.71, an increase of 59% year over year, which beat its own guidance by $0.61. Revenue came short at $18.1 billion, growing 5% YOY but missing estimates by $0.1 billion. Gross margin was 57.8%, 2.8 percentage points above guidance and up 1.3 percentage points YOY. But the big reason the stock fell close to 10% (besides the small miss on revenue) is that the company expects gross margins to be lower for the next two or three years as it continues to invest heavily.</p>\n<p>Full-year revenue outlook remains unchanged at $73.5 billion, and Intel expects EPS to be $5.28, up 4% YOY and an increase of $0.48 from prior guidance.</p>\n<h2>The comeback</h2>\n<p>Intel is positioning itself to make the comeback of the century. That won't happen overnight, and it won't be cheap, either. That's why the company said that it expects gross margins to be lower in the short term. I see this as the correct price to pay for leadership in the industry. For years, Intel has underinvested compared to its competition, and the results are clear: AMD and Nvidia have gained market share while Intel has fallen behind.</p>\n<p>But that might slowly change with big investments in new foundries, new architecture, and an expansion into the PC hardware market. Regarding the PC hardware market, Intel has been poaching managers and engineers from AMD, <b>EA</b>, and <b>Amazon</b> Prime Gaming. If you can't beat them, hire them.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Might Be Down, But It's Certainly Not Out</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Might Be Down, But It's Certainly Not Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-22 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/22/intel-might-be-down-but-its-certainly-not-out/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>I will be going over Intel's (NASDAQ:INTC) Q3 earnings report and talking about its plans to take on AMD(AMD) and Nvidia in the next couple of years. \nEarnings summary\nFor the third quarter, Intel ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/22/intel-might-be-down-but-its-certainly-not-out/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/10/22/intel-might-be-down-but-its-certainly-not-out/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177341559","content_text":"I will be going over Intel's (NASDAQ:INTC) Q3 earnings report and talking about its plans to take on AMD(AMD) and Nvidia in the next couple of years. \nEarnings summary\nFor the third quarter, Intel reported earnings per share of $1.71, an increase of 59% year over year, which beat its own guidance by $0.61. Revenue came short at $18.1 billion, growing 5% YOY but missing estimates by $0.1 billion. Gross margin was 57.8%, 2.8 percentage points above guidance and up 1.3 percentage points YOY. But the big reason the stock fell close to 10% (besides the small miss on revenue) is that the company expects gross margins to be lower for the next two or three years as it continues to invest heavily.\nFull-year revenue outlook remains unchanged at $73.5 billion, and Intel expects EPS to be $5.28, up 4% YOY and an increase of $0.48 from prior guidance.\nThe comeback\nIntel is positioning itself to make the comeback of the century. That won't happen overnight, and it won't be cheap, either. That's why the company said that it expects gross margins to be lower in the short term. I see this as the correct price to pay for leadership in the industry. For years, Intel has underinvested compared to its competition, and the results are clear: AMD and Nvidia have gained market share while Intel has fallen behind.\nBut that might slowly change with big investments in new foundries, new architecture, and an expansion into the PC hardware market. Regarding the PC hardware market, Intel has been poaching managers and engineers from AMD, EA, and Amazon Prime Gaming. If you can't beat them, hire them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":953,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["INTC"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":261,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/851776056"}