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Technology Stocks : Semi Equipment Analysis
SOXX 296.74+1.8%Nov 28 4:00 PM EST
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To: Sam who wrote (85368)7/27/2020 9:33:37 AM
From: The Ox  Read Replies (1) of 95487
 
Message 32854111

...Why are we so annoyed at the way Ponte Vecchio was messaged on yesterday’s Q2/2020 Intel analyst call? Because of how far the company went to not say how broken things are on their process, and how much of the GPU is at TSMC now. It was intoned that much of the chip was already going to be outsourced so this is a minor change, not a big deal. It isn’t a minor change and it is a very big deal....
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