Really?

As far as i know intel has/had plenty of reserves and is still selling good.

The Demand in general is very high.

Doyou have any numbers?

In the year after the iPhone was announced, blackberry stock tripled to 140 dollars a share. They had record profits and revenue.

It’s currently $4.

You can be a dead man walking even while your financials are fine.

>In the year after the iPhone was announced...

The iPhone was a one-in-a-generation product that upended an industry. Yet I see 10 products being compared to it a week.

It may sound cynical to people here, but in the long-run, you'll do a lot better thinking "this is probably not the next iPhone" than having FOMO that every second tech company might be the next Apple.

I’m just using it as an example of an incumbent being disrupted. It takes a few years to show up in the bottom line.

The same could be said of nvidia. I don’t think their future is assured by any means.

Nothing is assured, but if you were going to bet, intel’s future seems a lot cloudier. Where do they get growth from?

Two fronts with big challenges: Losing Appple as a customer AMD already stealing market share on desktop, mobile, and server, with lots of improvements on the way in the short term. (smaller transistors, better memory controllers) While intel has really nothing in the pipeline.