Tech "intel's f-----"

Madmick said:
{<jordan}
Dicktuckomania complete.
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refutation counter: 0 (still)

any day now!

dumber, intel's already been restructuring and selling assets... which is what happens in your strawman, anyway.
 
Madmick said:
AMD grows Epyc datacenter share, loses to Intel generally
You always retreat to nonsense about servers, but Intel's revenue in that segment continues to be triple AMD's. Meanwhile,
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...intel's datacenter segment is in the red. once again, you fail to realize that revenue isn't profit. they're literally giving xeons away.

also, this is old news and from q3. which was already covered.

and lolz @ how i "retreat to" datacenter/hpc, the segment covered on page 1 and the crux of this entire thing.


Madmick said:
The plunge was even worse for their laptops which are down to 15%. Among discrete component purchases Intel's 13th Gen is shitting on Ryzen's 7000 series globally outselling it better than 2-to-1.
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...outselling 2 to 1? you act like that's a new thing. 2-1 isn't even good. that's worse than their status quo (implies a 33% share to amd... can you even math?) and (like already mentioned), margins are slashed. all those sales aren't contributing to much. and again, amd isn't focused on client (which imo, is unfortunate for gamers)

Madmick said:
Beyond that, Intel is vastly more diversified,
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...you're kidding, right? because they're hilariously not. and it's worsening with spinning off half of mobileye.

Madmick said:
and is doing better against the general computing slowdown because of it.
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...one has negative cash flow and projecting to be negative cash flow for the next bunch of years), while begging for taxpayer $ and doing $10B of layoffs.

the other is cash rich, operating in the green, not begging for govbucks, and even having a rather large allocation for buybacks.

do you know anything about this shit, like... at all?


Madmick said:
So, big picture, Intel continues to outsell them everywhere but for datacenter semiconductors, and even there, it maintains a better than 4-to-1 lead among existing infrastructure.
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congrats, intel is bleeding themselves (and now taxpayers) to outsell while getting rekt by margin erosion and having to pay for delivery failures and having to sell 49% of fabs to sharks like brookfield. it's a great strategy! lolz @ saying big picture and then explaining unsustainability. maybe you actually are clueless enough to not realize how utterly btfo you've been, after all.
 
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rob mafia said:
i never said they're going out of business, that was one of @Madmick 's many (many... MANY) strawmen. and i even pointed out that if i knew when that day was, it would be worth gazillions and i sure as shit wouldn't post it. i did suspect they're going to have to divest their fabs (and they are... selling half to brookfield) and/or make other sacrifices.

i said they're fucked. and since... they sacked their entire management, cratered their stock/market cap (got rekt while the entire sector soared... and then got further rekt when the sector tanked), lost their rockstar engineer, begged for govt handouts from numerous countries, made NEW grandiose claims that x will get them back on track in design and y will give them the best fab/idm 2.0, tried to buy a idm (step 1 to having a successful idm... buy a successful idm [tower] ), had the buy stall, became a customer of the fab they're pretending they're going to beat (tsmc), sold off mobileye for peanuts, and now admit to being in the red for many years (seems to keep increasing each time). ffs, they got the chips act... and then announced fucktons of layoffs. and now with yet ANOTHER delay in the works... and shit, ponte vecchio/aurora STILL hasn't been delivered. that shit's older than this thread. eg, they were absolutely fucked. and... they still are, even. i thought patty might actually be able to turn shit around, but sincea while ago, i think he's just an attention whoring snake oil salesman. (and he's now trying to strongarm the eu for more $ to build the fabs they already announced)

ffs, i even called when it was time to finally short intc (when they ceased the buybacks that were propping up the sp [to line their execs with bonus $], and basically the point of the thread [absolutely egregious buybacks... again, some $200B wasted... that were not capable of fixing their fabs problems) - and was dead-on about that, too. once their buybacks ceased, the sp got destroyed.

and madmick knows he's been rekt and he knew it for about 2 years now. hence, why he hasn't refuted one thing i said... and tried to turn this from being about a company to 'hurr durr, they're capturing the budget client market while undercutting themselves' - as if that's what this thread was about... or that worse margins are somehow good for them. peb's just an idiot who seriously seems to be infatuated with patty.

you'd have to be a complete clown to think intel's been fine.

the mods (plural) here are reallllly insecure and seem to feel a need to have the posters believe they're the masters of this shit or something. hence, alllllll the related bullshit (i'm banned from the big active threads here, sooooooo many posts/threads were deleted... including in the support section, asking why they were deleted). all the passive-aggressive shit like refusing to tag @jefferz , and all the moved goalposts and strawmen that littered this thread (and the others), while fuck all has been refuted.

ffs, he even posted polling the forum to let them decide... and then deleted that, too.
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Can we get just a one liner about what your point actually is?

for example;

Intel is fucked and the share price is going to plummet.

Just trying to make it SUPER clear so no one can throw "thats a strawman" "NAH no it isnt your a straw man" etc etc etc
 
elreece said:
Can we get just a one liner about what your point actually is?

for example;

Intel is fucked and the share price is going to plummet.

Just trying to make it SUPER clear so no one can throw "thats a strawman" "NAH no it isnt your a straw man" etc etc etc
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it was 'intel is fucked because pumping fucktons of $ into buybacks to line their exec's pockets can't possibly fix their fabs,' which was their most glaringly obvious problem.

hurr durr.

now they're (still) fucked because they're a customer of the company they're supposedly planning to beat (because their fabs still suck) and relying on taxpayer $ to stay afloat while having -$6B cash flow each quarter... and STILL never even delivered aurora/ponte vecchio yet. lolz. after wasting hundreds of billions from buybacks/dividends/erased cap.

their share price already plummeted. they already cleaned house. they've been literally begging for money. they've resorted to selling assets for a fraction of worth. what the fuck do you expect from me? get the fuck over yourselves.
 
rob mafia said:
it was 'intel is fucked because pumping fucktons of $ into buybacks to line their exec's pockets can't possibly fix their fabs,' which was their most glaringly obvious problem.

hurr durr.

now they're (still) fucked because they're a customer of the company they're supposedly planning to beat (because their fabs still suck) and relying on taxpayer $ to stay afloat while having -$6B cash flow each quarter... and STILL never even delivered aurora/ponte vecchio yet. lolz. after wasting hundreds of billions from buybacks/dividends/erased cap.

their share price already plummeted. they already cleaned house. they've been literally begging for money. they've resorted to selling assets for a fraction of worth. what the fuck do you expect from me? get the fuck over yourselves.
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I believe I asked exactly what I wanted. I will repeat it.

Can you please state a ONE liner, what you meant by intel is fucked.

I literally dont think I could of said it more clearly.
 
elreece said:
I believe I asked exactly what I wanted. I will repeat it.

Can you please state a ONE liner, what you meant by intel is fucked.

I literally dont think I could of said it more clearly.
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you mean like i had just did... in a post you just quoted?

rob mafia said:
it was 'intel is fucked because pumping fucktons of $ into buybacks to line their exec's pockets can't possibly fix their fabs,' which was their most glaringly obvious problem.
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reading comprehension: potato salad.
 
rob mafia said:
and yet, you couldn't read posts on this page that addressed it all.
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rob mafia said:
you mean like i had just did... in a post you just quoted?



reading comprehension: potato salad.
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You then followed it up with your bullshit rambling. That is why I asked in my first post a one liner.

It seems that is to hard for you.

Feel free to reply with a novel talking in circles to make yourself feel important.
 
elreece said:
You then followed it up with your bullshit rambling. That is why I asked in my first post a one liner.

It seems that is to hard for you.

Feel free to reply with a novel talking in circles to make yourself feel important.
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...gets literal one-liner. bitches, anyway. misses the past tense in the one-liner, as well. can't figure out that an 800 post thread evolved a bit, hence the then (was) vs now.

expects something about going completely kaput, while biden and patty are 69ing.
 
rob mafia said:
...gets literal one-liner. bitches, anyway. misses the past tense in the one-liner, as well. can't figure out that an 800 post thread evolved a bit, hence the then (was) vs now.

expects something about going completely kaput, while biden and patty are 69ing.
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Once again you come across as a absolute douche bag.

Well done.

Again feel free to post some more rambling bullshit to prove how "smart" you are. Please it is entertaining and we are all so super impressed.

perfect-popcorn.gif
 
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elreece said:
Once again you come across as a absolute douche bag.

Well done.

Again feel free to post some more rambling bullshit to prove how "smart" you are. Please it is entertaining and we are all so super impressed.

perfect-popcorn.gif
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btfo? projection and ad-hom to the rescue!
 
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