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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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To: bull_dozer who wrote (76128)1/27/2023 8:19:44 AM
From: The Ox3 Recommendations

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ajtj99
bull_dozer
towerdog

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Guiding next quarter revenue to down 30% below consensus and negative EPS is pretty startling for INTC. We'll get AMD's earnings soon and we can see what they're facing as well. Currently, AMD is about 1/3 the size of INTC based on revs, so if they guide anywhere near what INTC is expecting, it will be just as startling, IMO.

Lowering the bar was/is critical for INTC. Given Gartner's and IDC's recent analysis of the PC industry, maybe it shouldn't be as shocking. Looking at INTC's chart, I think a lot of us thought their Oct 22 quarter was the kitchen sink but that's not coming any earlier than next quarter.

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