Ironically it may be the right thing to do
Intel just canceled a major server product but is there a silver lining to the knifing? SemiAccurate thinks the short term bad news might signify a long term positive change.
For now we will only focus on the news itself, the analysis will come later when we have a bit more time to digest things. That said this is a massive cancellation of a volume product.
Note: The following is for professional and student level subscribers.
Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.
