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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (72859)	5/29/2023 11:54:00 AM
From: Spekulatius	Respond to of 78750

I could see very easily where INTC basically fails s an indecent business and gets taken out and perhaps renegades them to producing somewhat trailing edge chips for PC, industrial and military application in a much skimmed down fashion. I just don’t see them competing well against TSM. Once TSM builds their factories in the US and Europe, there simply isn’t much rationale for INTC to be in the fab business l unless they truly become leading edge again. Maybe AVGO takes out INTC at some point. AMD and NVDA can’t because it would raise antitrust, imo. On QCOM, their Snapdragon seems to me a power efficient and sort of low cost/ low performance CPU. They are widely used, so there is already a supporting software/tool/ people ecosystem It may work out well for them to adapt Snapdragon for automobile use. They do see competition in mobile from Apple (M1) and Chinese players in the long run. FWIW, i had a TSMC position but sold due to geopolitical concerns. I am following Buffets logic here, but got a better exit price.