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Based on the numbers $INTC reported last night, Q3 Datacenter Group sales in 2020 were about $3.35B in Cloud sales and $1.8B in Enterprise sales. Q3 of 2021 became $2.7B in Cloud sales and $3.05B in Enterprise.
For comparison, in Q3 of last year AMD had between $475M and $525M in datacenter sales by my calculations. If they picked up most of what Intel lost, that would put them at $1.1B in datacenter for Q3 of this year, without factoring in Enterprise sales which surely increased as well. That's growth of about 120% YoY and 25% sequentially for datacenter alone--probably higher assuming the overall market also grew during the quarter. Looks good to me!
Raymond James analyst on CNBC right now saying AMD is a place $INTC investors can go to capitalize on chip shortage as AMD using TSMC and it not having same problems it seems. Their business is EXPLODING. Also mentioned TSMC, NVDA and one other but FOCUSED on AMD.
"Q3 shone an even greater spotlight on the global demand for semiconductors, where Intel has the unique breadth and scale to lead" – Pat Gelsinger, Intel CEO
'unique breadth and scale' with demand through roof, and you grow 1% YoY tells the whole story about your ability to "lead".
My head spins when here Pat's spin..
"Q3 shone an even greater spotlight on the global demand for semiconductors, where Intel has the unique breadth and scale to lead. Our focus on execution continued as we started delivering on our IDM 2.0 commitments. We broke ground on new fabs, shared our accelerated path to regain process performance leadership, and unveiled our most dramatic architectural innovations in a decade. We also announced major customer wins across every part of our business. We are still in the early stages of our journey, but I see the enormous opportunity ahead, and I couldn’t be prouder of the progress we are making towards that opportunity. – Pat Gelsinger, Intel CEO "
AMD has $INTC dead nuts in the cross hairs. AMD can take all $77 billion of itnel's revenue with higher quality lower cost products. Pat Gelsinger says itnel inside is a lost cause. The best he can offer is a future manufacturing low margin auto parts. Yet not one auto company can trust intel with intellectual property because of intel's track record stealing the business of customers. Intel has signed not one customer to fab. All intel fabs are obsolete and uncompetitive. The tools should be sold at a yard sale. That's the good news. The bad news is Pat Gelsinger plans to stay on the course he has plotted straight to bankruptcy.
It will be interesting to see how this stock responds to $intc er tomorrow. Last time it dipped slightly then exploded once THEY reported. One good thing about the Xlinx merger is it will help them decouple from Intel finally.
What do $INTC, IBM, GE, SEARS, all have in common? They never understood the importance of keeping up with the competition. Now its too late, GE might survive but its taking years and years...IBM the same. INTC may survive but it will be 2030 before they are relevent again. GAME OVER.
Is this stock worried about Intel earnings still. They no longer have anything to do with AMD earnings. They will report bad numbers today and AMD will smoke them as usual. $intc
Tout commentaire contraire à la réglementation en vigueur (et notamment tout commentaire à caractère raciste, antisémite ou diffamatoire) pourra donner lieu à la suppression de votre compte Yahoo.
Le cas échéant, certains commentaires que vous postez pourront également donner lieu à des poursuites judiciaires à votre encontre.
For comparison, in Q3 of last year AMD had between $475M and $525M in datacenter sales by my calculations. If they picked up most of what Intel lost, that would put them at $1.1B in datacenter for Q3 of this year, without factoring in Enterprise sales which surely increased as well. That's growth of about 120% YoY and 25% sequentially for datacenter alone--probably higher assuming the overall market also grew during the quarter. Looks good to me!
Also mentioned TSMC, NVDA and one other but FOCUSED on AMD.
"FY 2021 Non-GAAP Outlook Revenue $73.5B 1% YoY"
&
"Q3 shone an even greater spotlight on the global demand for semiconductors, where Intel has the unique breadth and scale to lead" – Pat Gelsinger, Intel CEO
'unique breadth and scale' with demand through roof, and you grow 1% YoY tells the whole story about your ability to "lead".
My head spins when here Pat's spin..
"Q3 shone an even greater spotlight on the global demand for semiconductors, where Intel has the unique breadth and scale to lead. Our focus on execution continued as we started delivering on our IDM 2.0 commitments. We broke ground on new fabs, shared our accelerated path to regain process performance leadership, and unveiled our most dramatic architectural innovations in a decade. We also announced major customer wins across every part of our business. We are still in the early stages of our journey, but I see the enormous opportunity ahead, and I couldn’t be prouder of the progress we are making towards that opportunity.
– Pat Gelsinger, Intel CEO
"
$intc $amd $xlnx
AMD is taking market share from $intc faster then we thought.
Enough said....
$INTC
$INTC = itnel inside.
They never understood the importance of keeping up with the competition.
Now its too late, GE might survive but its taking years and years...IBM the same. INTC may survive but it will be 2030 before they are relevent again.
GAME OVER.
1) Lackluster $INTC earnings/Q4 outlook
2) China Approval of XLNX acquisition
3) Galaxy announce start ship date for phones with Exynos chip
STAY LONG!
$intc