Server Industry Takeaways from Intel Q4 2020 Earnings

[Patrick Kennedy]

Earnings presentations are carefully crafted in what they include and omit which is why the Intel Q4 2020 earnings summary was fascinating for the server market

The post Server Industry Takeaways from Intel Q4 2020 Earnings appeared first on ServeTheHome.

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[BoredSysadmin]

Intel is losing Apple as a major customer and worse gaining a second major competitor in high-performance CPU can't be possibly great news, ergo their guidance for next quarter was reduced, and as a result, the stock took a major dive today.
Reduced ASP causing a 4% drop in Operating Margins, as well as an increase in the tax rate.
Between Pat and Glenn coming back to the mothership - their work is cut out for them as Intel is behind in many critical aspects in several key markets.