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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.23-0.6%Dec 22 3:59 PM EST
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To: pheilman_ who wrote (195233)8/15/2025 10:10:31 AM
From: Doug M.1 Recommendation

Recommended By
JeffreyHF

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<< Intel does things differently. They allow design rule violations and sign off on them. TSMC publishes clear design rules and enforces them. They deliver chips to the design and they work. Intel seems to think it is the olden days where the two teams could interact and trade-off.>>

Intel is in survival mode - and they finally know it. Lip-Bu Tan (the new CEO) understands that.

Intel was the strongest and best semiconductor manufacture in the world about 10 years ago -
people forget that. They admit that they screwed up with the major transition to EUV - Intel
is righting that course right now. Operational rigor is the name of the game there now - that
should be well understood if people listened to Naga, but most don't:

Intel Names Naga Chandrasekaran to Lead Foundry Manufacturing and Supply Chain - Intel Newsroom

Lip-Bu is known for seeing around corners - Gelsinger not so much. He made the big mistake
of thinking that the Covid boom in PCs and servers would continue ad infinitum - he grew
headcount then instead of holding firm and then the PC market crashed and Chat GPT started
growing like wildfire - Intel barely participated there - but they do sell Xeons coupled with NVIDIAs
Hopper GPUs. People forget about Intel strengthening their board with deep technical expertise
as well - people forget about a lot of things:

Intel Appoints Semiconductor Leaders Eric Meurice and Steve Sanghi to Board of Directors - Intel Newsroom
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