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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 259.65+1.4%9:30 AM EST
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To: Doug M. who wrote (71784)10/23/2025 8:31:40 PM
From: Joe NYC of 72060
 
I think they were talking in terms of how yields affect the overall GM of the company.
From that, until end of 2026, GM would be below acceptable level.
Then at end of 2026, GMs should reach acceptable level
Then, at end of 2027, when yields achieve industry standard, Intel should GMs should be above that acceptable level.

He did not put any numbers on it buy I am guessing 40%-50% would be acceptable level for GMs.
(my interpretation of Zinsner remarks)
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