IMO a “bad time” is a couple bad quarters or even a bad year.
Intel has had something closer to a bad decade. This doesn’t feel too reactionary.
Intel has had something closer to a bad decade. This doesn’t feel too reactionary.
And they've had bad stretches before. I myself am wondering, but I wouldn't count them out just yet.
AMD, Nvidia, Apple, Qualcomm — everyone else seems to be doing much better than Intel. Intel seems like an outlier in the industry.
I would consider it foolish to disregard the metrics of a company that holds in the neighborhood of 75% of market share in a critical tech market.
Comparing Nvidia to Intel is more difficult because Intel is comparatively a bit player in the GPU market. Adding NVDA is not the issue; it's an important market segment, and they're the leader. Deleting Intel is an issue. CPUs are and will remain a vital component of the tech market, and thus, so will Intel for the foreseeable future.
So long story short, this makes the Dow start looking like a better indicator of hype than overall market health IMHO. I don't want my market index to cherry-pick only the ones that are rising.
You are certainly free to disagree ;) Again, I'm hardly an expert investor.
You’re calling it shifting to be an indicator of hype, but maybe it’s more an indicator of where things are going? Intel has strong incumbency on their side for sure, but their business just looks so weak going forward and the decline has been so pronounced now for so long.
I wouldn’t count them out either though. And honestly I’m rooting for them. They’re an iconic brand and I hope they can recover.