[omgtehlion]

based on AWS findings we should expect the stock to be up, not down: after software mitigation everyone will need more horsepower to run the same load, and guess where they would buy new chips? (given that updating infrastructure to use AMD, let alone ARM, would cost more time and money than just suck it up).

[heisenbit]

Well, they may chose to spend more money on specialized chips they earlier have thought of as risky. But the whole risk considerations are now out of the window. You never got fired for buying from IBM and then Intel. Now Intel lost the magic touch and is just one among others. That will affect their pricing power big time - check out their pricing history over the past years and you notice some strong tendency for functional pricing which is an indication of near monopoly pricing power. Expect profits to dive.

[mcny]

> Well, they may chose to spend more money on specialized chips they earlier have thought of as risky. But the whole risk considerations are now out of the window. You never got fired for buying from IBM and then Intel. Now Intel lost the magic touch and is just one among others. That will affect their pricing power big time - check out their pricing history over the past years and you notice some strong tendency for functional pricing which is an indication of near monopoly pricing power. Expect profits to dive.

I expect a firesale in current and possibly next gen Intel processors. They have a healthy margin that should not exist. I want at least a 20% possibly 30% price cut across the board for all Intel processors.

Oh and I expect the CEO to go to prison for a long, long time. Anything that does not involve at least five years in prison sends a wrong message to board rooms everywhere.

[rhaps0dy]

You expect, or you want? These words often mean different things.