Jason Moser
๐ค SpeakerAppearances Over Time
Podcast Appearances
And Jason, I don't know about you, but I don't see them going back to, you know, I mean, I'm sure if there is a new category that they're looking at it, but I have to think that if Ternus had some great idea over the last five years or something, Tim Cook didn't stop him.
So I don't think there's just something they're waiting to bust out of the lab.
I wonder though, like,
having a product guy back in charge, should we expect a shift away from like the minding the ship?
And I don't know if I'd before that or again, I mean, you know, obviously it depends.
Hindsight is the key here if it's a great product, but I'm really fascinated what from here just with the choice they make.
I just want to tap the brakes and make sure we realize what Travis is saying.
Intel is old school, right, guys?
I have no hair.
I remember Intel from the first dot-com crash.
They are now above where they were in 1999, 2000.
Wow!
The thing is, though, it's not the same company as it was there.
I love what they're doing.
I would point out that it's over 100X forward sales now, almost 120X forward sales now.
Earnings or sales?
Earnings, I'm sorry.
120X earnings.
Good catch.
I don't know what to think now, but cheers to Intel.