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1080 points antipaul | 5 comments | | HN request time: 0s | source
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lmilcin ◴[] No.25070499[source]
If you still own any Intel stock it is probably good time to dump it. Not only can't they compete with AMD, Apple now started running circles around them all.

I wonder what the world is going to be like when companies own entire stack including all hardware (even things like cameras and displays) and applications (including app stores).

There is going to be no competition as any new player would have to first join an existing stack that keeps tight grip and ensures competition is killed off before gaining momentum.

So, basically, dystopian future with whole world divided into company territories.

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1. sz4kerto ◴[] No.25070573[source]
The industry is not moving _this fast_. Intel still has many-many opportunities (and years) to catch up.

> If you still own any Intel stock it is probably good time to dump it.

The market already has the information you have, so it is unlikely that your evaluation of Intel's expected future profits is significantly better/more insightful that others'.

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2. typon ◴[] No.25070662[source]
> The market already has the information you have, so it is unlikely that your evaluation of Intel's expected future profits is significantly better/more insightful that others'

This is religion

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3. sz4kerto ◴[] No.25070718[source]
I am not saying the market is perfect, etc., just that looking at benchmarks and deciding that the stock must be overvalued because the benchmarks don't look good is an oversimplification.
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4. colinmhayes ◴[] No.25070869[source]
Except there's actual math to back it up. Doesn't mean it's true, but there's an argument other than faith.
5. selectodude ◴[] No.25070878{3}[source]
"According to the analysts at Geekbench, Intel is doomed."