Rick Munarriz
speaker
529 appearances
6 recordings
1 series
first heard Oct 2025
last heard 24 Feb
Rick Munarriz’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jan 2026 with 2.
Appearances
Intel is still not profitable on a reported basis.
It's not generating positive free cash flow, something that analysts don't see changing until 2027.
But what you mentioned, what happened in August when the U.S.
said, all right, we're going to put $8.9 billion for a 9.9% stake in August, that's
basically now worth more than $20 billion.
So, you, me, and Asit, we each owed about $60, if my math is correct, $60 worth of Intel just as being a U.S.
citizen.
You have this case where there is that enthusiasm.
Obviously, that's where the White House is coming from.
But
it is the kind of thing where now it has to prove it to me.
Show me that you can do this.
And I think that's the whole thing.
Intel is doing a lot of right things.
It had a great CES last week, a lot of buzz, but the results aren't there yet.
And that's, I think, what we need to wait for to see if the run-up that the stock has had, a monstrous run-up over the past year, is warranted.
I'm excited that the Intel inside company that's been the Intel outside looking in for so many years is back to having a nice primary seat, potentially a leader of this new revolution.
The 18A is not only just what we talk about gaming, but also AI, but also gaming and more power efficiency.
These things that matter.
They're making a splash in here.
Showing 241–260 of 529 · page 13 of 27
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