INTC 無腦多 - 股票

By Frederica
at 2020-07-30T12:27
at 2020-07-30T12:27
Table of Contents
※ 引述《deacon (deacon)》之銘言:
: 1. 標的:INTC
: 2. 分類:多
: 3. 分析/正文:
: 財報照往例一樣比分析師預期高,表現亮眼
: PE現在只有9,以intel20年來的歷史來說只有其中2年比現在低,
: P/B*P/E也只有不到20,
: 現在不進場什麼時候才要進?
: 製程方面就不討論了,
: 熟悉intel公司文化的人都知道它很官僚,
: 但是即使你再討厭這種文化,這家公司該deliver的時候還是會deliver
deliver?
笑話
尼講這4想笑死誰
多年前某筆電公司晶片部門的大頭目
人家問他
欸欸我悶自己做的晶片有沒機會放進我悶自家的筆電R
大頭目說
沒必要
牙膏能deliver
若干年後
恩
尼覺得14+++++++++++++++++
這叫deliver嗎?
++
早
這幾年牙膏營收
從2015 55b一路到2018 70b就不太動惹
2019幾乎沒啥成長
2020可能因為疫情關C拉一波
後面就要被打回原形惹
蘇媽說這四五年cagr+20%每年
2019是7b
五年後多半是15B以上
成真的話牙膏營收起碼掉10B
問題不會只是10B而已
產品競爭力下滑的狀況
就只好降價賣
同樣14nm i7 從4核變8核
價錢還掉
晶片變大 價錢變小
毛利直直落
華爾街超愛看毛利
尼股價烙賽也只是剛好而已
蘇媽常常講
x86市場
不管pc oem還是server
大家都是看尼roadmap
尼一直delay
那roadmap就沒人信惹
搞幾次大家都想跑
數年前amd要死不活的時候94這樣
十幾年前
牙膏core2一出
把amd肥龍一系打到烙賽
因為牙膏認清要做高ipc核心
搭配製程優勢
現在
牙膏跟蘇媽都在做高ipc核心
製程還輸
牙膏有可能重演core2大逆轉嗎?
某摳玲
抄底牙膏?
現在進
我建議尼要有覽趴捏葛三五年的心理準備
三五年後
恩
我不4說他會漲喔
4尼覽趴壞死切掉惹
--
: 1. 標的:INTC
: 2. 分類:多
: 3. 分析/正文:
: 財報照往例一樣比分析師預期高,表現亮眼
: PE現在只有9,以intel20年來的歷史來說只有其中2年比現在低,
: P/B*P/E也只有不到20,
: 現在不進場什麼時候才要進?
: 製程方面就不討論了,
: 熟悉intel公司文化的人都知道它很官僚,
: 但是即使你再討厭這種文化,這家公司該deliver的時候還是會deliver
deliver?
笑話
尼講這4想笑死誰
多年前某筆電公司晶片部門的大頭目
人家問他
欸欸我悶自己做的晶片有沒機會放進我悶自家的筆電R
大頭目說
沒必要
牙膏能deliver
若干年後
恩
尼覺得14+++++++++++++++++
這叫deliver嗎?
++
早
這幾年牙膏營收
從2015 55b一路到2018 70b就不太動惹
2019幾乎沒啥成長
2020可能因為疫情關C拉一波
後面就要被打回原形惹
蘇媽說這四五年cagr+20%每年
2019是7b
五年後多半是15B以上
成真的話牙膏營收起碼掉10B
問題不會只是10B而已
產品競爭力下滑的狀況
就只好降價賣
同樣14nm i7 從4核變8核
價錢還掉
晶片變大 價錢變小
毛利直直落
華爾街超愛看毛利
尼股價烙賽也只是剛好而已
蘇媽常常講
x86市場
不管pc oem還是server
大家都是看尼roadmap
尼一直delay
那roadmap就沒人信惹
搞幾次大家都想跑
數年前amd要死不活的時候94這樣
十幾年前
牙膏core2一出
把amd肥龍一系打到烙賽
因為牙膏認清要做高ipc核心
搭配製程優勢
現在
牙膏跟蘇媽都在做高ipc核心
製程還輸
牙膏有可能重演core2大逆轉嗎?
某摳玲
抄底牙膏?
現在進
我建議尼要有覽趴捏葛三五年的心理準備
三五年後
恩
我不4說他會漲喔
4尼覽趴壞死切掉惹
--
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