1 question. Analyst kept caution the high sales could be due front loading from 2020. But Intel operates in a technology sector, can they afford to ramp up the upgrade now and then cool off next year?
Unlike last year (where they were still having problem with 10nm migration), they now have a 10nm product to ramp up for 2020/21, just doesnt feel right that the high sales now are front loading and not a consistent, aggressive ramp up to fight back for the loss market share in all the subsegment.
Reply to @Opportunist : I had asked Loke Wai San and the CEO Cheok about this "ink cartridges" and "printers" thing during AGM. They said that wear and tear is not so much a factor. What really drives demand for consummables is the need to order new kits and pans whenever there is a significant change in the chip process. Also, they had cautioned that HDMT demand is not strictly linear - meaning that as Intel improves its yields over time, they will get quicker turnaround time for their chip testing, and therefore, mau not need to expand capacity as much even though volume is rising, as they use the existing assets more efficienctly.
@Pizzaprata It could be that the people selling had bought in at earlier rounds when the mood was more bullish, and got stuck when the stock price crashed down after some of those trade war tweets.Now, that share price has recovered more or less to the same level of their cost, they just want to take their money and run.
Reply to @Invinciblesummer : Yes, that could be one reason. One should always know the reason for buying a stock. The trade war doesn't change the reason.
1 question. Analyst kept caution the high sales could be due front loading from 2020. But Intel operates in a technology sector, can they afford to ramp up the upgrade now and then cool off next year?
Unlike last year (where they were still having problem with 10nm migration), they now have a 10nm product to ramp up for 2020/21, just doesnt feel right that the high sales now are front loading and not a consistent, aggressive ramp up to fight back for the loss market share in all the subsegment.
Reply to @Opportunist : I had asked Loke Wai San and the CEO Cheok about this "ink cartridges" and "printers" thing during AGM. They said that wear and tear is not so much a factor. What really drives demand for consummables is the need to order new kits and pans whenever there is a significant change in the chip process. Also, they had cautioned that HDMT demand is not strictly linear - meaning that as Intel improves its yields over time, they will get quicker turnaround time for their chip testing, and therefore, mau not need to expand capacity as much even though volume is rising, as they use the existing assets more efficienctly.
@Pizzaprata It could be that the people selling had bought in at earlier rounds when the mood was more bullish, and got stuck when the stock price crashed down after some of those trade war tweets.Now, that share price has recovered more or less to the same level of their cost, they just want to take their money and run.
Reply to @Invinciblesummer : Yes, that could be one reason. One should always know the reason for buying a stock. The trade war doesn't change the reason.