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To: THE WATSONYOUTH who wrote (73141)	12/24/2025 1:13:39 PM
From: Joe NYC	Respond to of 73772

The first laptops that will show up will be from Oregon development Fab. Intel did not even bother to officially announced the initial SKUs and release the full specs in 2025 - Which is something I expected - at least a paper launch. So, the next thing for Intel is to transition the production to their Fab 52, which could be flawless, or it may have "issues". But overall, by being a Lunar Lake replacement, and finally starting to use billions of idle equipment, there should be some upside for Intel in 2026 in mobile, as the year progresses. We will see. Clearwater Forrest seems like a hot pile of $hit. But apparently, Intel is throwing everything at Nova Lake and Diamond Rapids, due in late 2026. Both might deliver some more upside for Intel if they deliver on promise and on time. re: what's this?? finance.yahoo.com There was a Reuters article out today, saying that NVidia evaluated 18A and told Intel "Thanks, but no thanks". While this is no doubt truthful, it is dated info, water under the bridge. I am surprised it had any effect on the stock.