winky9
10-19

$Intel(INTC)$ The PC market seems to be weakening; Canalys said Q3 grew a little and IDC said it was a little worse; if you average them, demand looks to be flat at best with unabated pricing pressure

Only the AI related stuff is healthy

It is a risky high wire act for Intel at this point; it can quickly go south if they don't play safe and conserve cash

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