Rants and WTF are you talking about and Coronavirus!

[Pistons]

I'm just telling mu fellow mongers here how to make some extra cash to spend on hot women in 2024,2025 or even 2026.

If you'd bought Intel when I did a month or so ago, you'd be up about 22% now. And that's just the beginning. No hate, just pure stock analysis for those who like money, and don't hate it.

[Pistons]

That's what the western media said.

Do you know the saying the story is always told by the winner".

What do you think would be in the history books, if hitler won the 2. War.

So you are saying there is no such thing as a 'One China Policy'?

Or does China suddenly consider Taiwan as it's own separate country? If so, then that was news to me!

And what is your recent take on the Hong Kong judicial situation?

How about the Chinese military buildup for the past 10 years? Or the bases in the spratley islands? What about the Senkaku island confrontations? With chinese ships near some tiny rocks between Taiwan and Japan? What does chinese ships do there unless China wants to first take Taiwan?

[PumDiPum]

When you judge, then take time and listen to both side.

And not just one side.

Maybe there more than two sides.

[Bonsai]

Well, if China attacks Taiwan. Which they openly say in speeches that they will, that does sound like semiconductor production in both Europe and USA is a question of national security.

That's what the western media said.

Do you know the saying „the story is always told by the winner".

What do you think would be in the history books, if hitler won the 2. War.

[Pistons]

I imagine there is the possibility of company propaganda, or the potential for government incompetence when trying to support an industry. For instance, financing a product no one wants to buy. What is the other side you mention or is it hypothetical?

Well, if China attacks Taiwan. Which they openly say in speeches that they will, that does sound like semiconductor production in both europe and usa is a question of national security.

[Pistons]

When you judge, then take time and listen to both side.

And not just one side.

Not really considering all the tax-free industry zones across Asia.

[BobNSuzy]

When you judge, then take time and listen to both side.

And not just one side.

I imagine there is the possibility of company propaganda, or the potential for government incompetence when trying to support an industry. For instance, financing a product no one wants to buy. What is the other side you mention or is it hypothetical?

[Bonsai]

Well, it surely is an interesting stock to follow given how multi layered it is.

1. Rearranging of supplychains from East to west through the US chips act, and EU goals of increasing semiconductor production. With added tax benefits. This is in the tens of billions. But mainly because western fabs cost 33% more compared to building fabs in Asia. It is considered national security, so should be a done deal.

1. 1. Environmental protection assessments on new fab locations. Also concerning the competitors tsmc and samsung. (Who will get stalled here?

1. 2 German tax refund issue.

2. Wars, and possible additional wars. Intel has fabs in Israel. While the competitor tsmc has most of their fabs in Taiwan where China is getting closer and closer to an attack. Possibly in the March-may or August window of ocean tides. Red sea bombing by the houti also has a smaller effect on shipping routes.

3. Layoffs in the rnd departement. Should be savings of 2 b a year by 2025. Partially due to AI automation, as well as efficiency. Additional 8 b in other savings by 2025.

4. Push into laptop and smartphone market through new nodes. With a possible take against arm and Qualcomm with the upcomming lunar lake node.

5. Firmware and driver problems in testing with Meteor Lake makes it hard to define how good this new laptop node is. Even if the competitor AMD is in serious lack of software support. Making it hard for them compete with Intel anyway, but shouldn't be ruled out for some segments.

6. Pricing on Gaudi3 compared to Mi300 x and the soon to be launched H200 (March / April). As pricing per compute / watt is what it's all about.

7. Question regarding next gen Arc gpu and how much grounds they have made on Nvidia in particular. They most likely need to add alot of good memory to compete. As well as how fast the push to get away from cuda cores are moving. Google is apparently also working on this, as well as others, since cuda cores are not versatile enough, and Intel should gain by a helping hand here.

8. ASML delivery of high-NA EUV.

9. New node timeframe after 18 A. Tsmc just talked about an 14 A node. Pat has to do the same next month.

10. Sale of a smaller company, as well as a few ongoing court cases of old NXP patents now owned by an arab investment company.

11. Future market prediction in all segments. Black Swan events of new markets like humanood robotics etc could influence this.

When you judge, then take time and listen to both side.

And not just one side.

[Pistons]

I do own some shares and plan to see what happens.

Well, it surely is an interesting stock to follow given how multi layered it is.

1. Rearranging of supplychains from East to west through the US chips act, and EU goals of increasing semiconductor production. With added tax benefits. This is in the tens of billions. But mainly because western fabs cost 33% more compared to building fabs in Asia. It is considered national security, so should be a done deal.

1. 1. Environmental protection assessments on new fab locations. Also concerning the competitors tsmc and samsung. (Who will get stalled here?

1. 2 German tax refund issue.

2. Wars, and possible additional wars. Intel has fabs in Israel. While the competitor tsmc has most of their fabs in Taiwan where China is getting closer and closer to an attack. Possibly in the March-may or August window of ocean tides. Red sea bombing by the houti also has a smaller effect on shipping routes.

3. Layoffs in the rnd departement. Should be savings of 2 b a year by 2025. Partially due to AI automation, as well as efficiency. Additional 8 b in other savings by 2025.

4. Push into laptop and smartphone market through new nodes. With a possible take against arm and Qualcomm with the upcomming lunar lake node.

5. Firmware and driver problems in testing with Meteor Lake makes it hard to define how good this new laptop node is. Even if the competitor AMD is in serious lack of software support. Making it hard for them compete with Intel anyway, but shouldn't be ruled out for some segments.

6. Pricing on Gaudi3 compared to Mi300 x and the soon to be launched H200 (March / April). As pricing per compute / watt is what it's all about.

7. Question regarding next gen Arc gpu and how much grounds they have made on Nvidia in particular. They most likely need to add alot of good memory to compete. As well as how fast the push to get away from cuda cores are moving. Google is apparently also working on this, as well as others, since cuda cores are not versatile enough, and Intel should gain by a helping hand here.

8. ASML delivery of high-NA EUV.

9. New node timeframe after 18 A. Tsmc just talked about an 14 A node. Pat has to do the same next month.

10. Sale of a smaller company, as well as a few ongoing court cases of old NXP patents now owned by an arab investment company.

11. Future market prediction in all segments. Black Swan events of new markets like humanood robotics etc could influence this.

[BobNSuzy]

Pat and another board member is quite enthusiastic as well given they bought lots of shares about a month ago.

It is also a good sign when hearing the CEO say in an interview yesterday how the company is vastly undervalued. I remember the last time I heard something simillair, a company called AMSC went like 20 x in the comming 9 months:

https://live.euronext.com/en/product...010272065-XOSL

I do own some shares and plan to see what happens.

[Pistons]

I wish I had bought more a couple days ago when it fell a little. All I have to go on is your enthusiasm. I may buy some more anyway.

Pat and another board member is quite enthusiastic as well given they bought lots of shares about a month ago.

It is also a good sign when hearing the CEO say in an interview yesterday how the company is vastly undervalued. I remember the last time I heard something simillair, a company called AMSC went like 20 x in the comming 9 months:

https://live.euronext.com/en/product...010272065-XOSL

[Sirioja]

I underwent surgery for a herniated disk (discectomy at L4-L5) a month ago due to leg paralysis. Is there anyone here who has had spinal surgery?

Does having sex become more difficult after spinal surgery? Would it be challenging to perform as strongly as before? Are there people who still go to FKK after spinal surgery?

Every one is different. Better to see with doctors than on internet.

[Escape Artist]

I underwent surgery for a herniated disk (discectomy at L4-L5) a month ago due to leg paralysis. Is there anyone here who has had spinal surgery?

Does having sex become more difficult after spinal surgery? Would it be challenging to perform as strongly as before? Are there people who still go to FKK after spinal surgery?

In theory, L4-L5 does not affect sexual function, just lower extremity and bladder. In reality, anyone with a history of disc herniation and surgery can have symptoms below that level due to spinal cord compression imitating spinal cord injury. Disc surgeries at that level in theory should not worsen anything sexual but of course complications happen and if you redistribute weight, other sections may get compressed. In short, pure sexual adverse affects are rare but do happen.

[Neurosynth]

I underwent surgery for a herniated disk (discectomy at L4-L5) a month ago due to leg paralysis. Is there anyone here who has had spinal surgery?

Does having sex become more difficult after spinal surgery? Would it be challenging to perform as strongly as before? Are there people who still go to FKK after spinal surgery?

Back problems vary widely and each needs a unique diagnosis. Don't follow advice you will get here. Other than this.

Talk to a real doctor.

[Blancoco12]

I underwent surgery for a herniated disk (discectomy at L4-L5) a month ago due to leg paralysis. Is there anyone here who has had spinal surgery?

Does having sex become more difficult after spinal surgery? Would it be challenging to perform as strongly as before? Are there people who still go to FKK after spinal surgery?