Neo,
Should be the same die. The 16 core die for Bergamo will be a little bigger.
Well, Gentlemen, the fat lady is warming up. Hope the opera tonight is met with applause. I am uncomfortably light on shares after most of my calls last week at $72, $73, $74, and $75 resulted in loss of shares. You can thank me later. I did get some good premiums on $73, $72, and $70 puts yesterday.
With everything going on this week, it should be crazy until the Friday close. Good luck to all.
I wonder if Intel server being up 1% QoQ had anything to do with SR shipments for Aurora. I expect SR to do well in Enterprise for 24-48 core SKUs. Genoa should rule for those that can leverage high core count.
I have two predictions for Intel announcements in the coming months:
* Intel will cut it's dividend in half. At 2%, or over, it can still claim it is still "competitive".
* Intel will spin off Altera, just as it did MobileEye. If you look at the valuation of LSCC, that probably makes sense.
Vatilla: If it's not too late, I would like to change my earnings entry to 5.2B, 0.55, 5.3B. |
