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i'm guessing nobody listened to the intel earnings call. i'll give a quick rundown.
>on target with 5 nodes in 4 years
>construction is progressing, key products being procured, projects not constrained by revenues
>only three major players in industry, of which they are the only ones "backed by western r&d"
>first 18a deliveries in 2nd half of '25
>this and the subsequent quarter should mark the bottom, with competitive products arriving in back half '24
the dividend seems to be intact and pat stressed the resilience of the company and the vast potential for the future. thinking its safe finally for smg slurpers, it seems unlikely that new lows will arrive unless there is a marketwide crash, assuming price reflects information, and those who have been rugged badly can hold out hope that all-time highs await somewhere down the line.