HyperFRAME Research's Ron Westfall believes Intel (INTC) needs to prove two things for forward momentum: that its foundry business will eventually become a significant revenue driver, and that it will overcome memory supply constraints. However, Ron sees the 30% selloff as a buy opportunity due to core aspects of Intel's business holding substantial market share with plenty of room to take more. Ryan Shrout of Signal65 at Futurum explains that the data center buyers can absorb costs more, a key competition overhang for Intel. He says that long-term investors looking to buy Intel today see the legacy tech firm as a foundry leader in the U.S.
Podden och tillhörande omslagsbild på den här sidan tillhör
Schwab Network. Innehållet i podden är skapat av Schwab Network och inte av,
eller tillsammans med, Poddtoppen.
