Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 191.91

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Dec 23 3:59 PM EST

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To: John Koligman who wrote (12198)	10/20/2021 1:22:36 PM
From: Sun Tzu	Read Replies (1) of 26834

To say that Intel has challenges ahead is an understatement. I've been saying that the move towards cloud is bad for Intel and it has played out exactly as I expected it. Both Amazon and Alibaba said they are coming up with more chips for their cloud centers. This revenue that will be taken out of Intel's datacenter sales.

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