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Ivan Feinseth

๐Ÿ‘ค Speaker
78 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Talks
Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

Well, yeah, I think this has helped.

Bloomberg Talks
Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

I think this removes concerns, balance sheet concerns, and allows the company and the CEO to focus on business.

Bloomberg Talks
Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

A partnership with NVIDIA is great, and a partnership with the US, it opens up doors.

Bloomberg Talks
Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

They're back working with Apple.

Bloomberg Talks
Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

They're going to be working with everybody.

Bloomberg Talks
Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

And I think you're going to see Intel as a major contender as a semiconductor foundry, semiconductor manufacturer to take on Taiwan Semiconductor.

Bloomberg Talks
Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

These are different chips, the 14A, the 18A, and the announcements that they made earlier this month at the CES.

Bloomberg Talks
Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

They got their latest semiconductors on track to go into production to meet huge demand.

Bloomberg Talks
Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

Demand for all semiconductors is outstripping supply.

Bloomberg Talks
Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

There's, in fact, concerns of memory shortage and processor shortage.

Bloomberg Talks
Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

So they got the demand wind is a tailwind.

Bloomberg Talks
Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

And they are back to innovating and developing and winning customers and working with key computer manufacturers, key hyperscaler cloud service providers.

Bloomberg Talks
Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

And I think that they got a tremendous tailwind.

Bloomberg Talks
Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

The stock ran up a lot.

Bloomberg Talks
Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

It went from 20 to 55.

Bloomberg Talks
Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

Even if it pulls back to 45, it's a buying opportunity because I think that long term, they are going to be back.

Bloomberg Talks
Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

I mean, I don't think even be back to their former glory.

Bloomberg Talks
Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

I think they are going to be one of the world's.

Bloomberg Talks
Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

leading semiconductor developers, designers, and manufacturers.

Bloomberg Talks
Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

It's crucial, but that is the opportunity.