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Comment by billconan | Hacker News Reader

I thought this was a huge issue for the company and their stock should tank. but somehow it went up today.

Investors have already known about this for a long time. Already priced in. Thus no reason to tank.

but the root cause is worse than previous believed and there is no plan for a fix. this is something new I think.

no fix available means people will need to buy new chips to replace -> for an investor this is a good thing, and stock prices will speculatively rise.

How many of those people do you think will buy an Intel CPU to replace their broken Intel CPU?

Intel is still the incumbent in marketshare, so yes, most people will buy another broken Intel CPU to replace their broken Intel CPU at least for the next quarter. profit for stock holders, who don't care about the future.

it's "up" by +0.31$ (1.01%) for today, but Intel is down -1.90$ (-5.69%) over the past 5 days and down -12.24$ (-28.03%) over the past 6 months and down -16.38$ (-34.28%) year to date and down -20.19$ (-39.14%) over the past 5 years.

I think what people outside the industry fail to realize is that people placing orders for tens of thousands of datacenter cpus don’t have time to fuck around with this.

The preference for intel over AMD is very slight. They’re shifting orders from intel to AMD and will continue to do so till there’s a reasonable long term plan from intel. The next few quarters will be blood red for intel and crispy green for AMD

3-year warranty, not all customers are going to bother with an RMA exchange, a lot customers will make it the 3 years since the patch prevent further damage, an exchange costs Intel whatever manufacturing one more of the same old cpu costs, plus bulk shipping cost and overseas customer service agent hours. It's expensive but I don't know how high up it will be on the balance sheets after it's all said and done.

I know! I was just in my portfolio to make sure I didn’t have any and noticed it’s up. Wallstreet will catch on soon. It’d be crazy if they didn’t notice till earnings were down for the next few quarters. I just bought a bunch of AMD instead. They’re about to have a couple bangin quarters as server orders shift AMD till this all gets sorted.

Or ARM.

AMD seems to also have a recent quality issue.

The entire tech market has been insane for the last two weeks; it feels even less rational than it usually is.

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