$Intel(INTC)$ A slowdown in da

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tinkie
11-06 01:34

$Intel(INTC)$ A slowdown in data center demand is actually good for Intel. They currently can't fulfill demand. Even with a slowdown, demand is still so great that they won't be able to fulfill all of it, but some will be shifted to the future when their supply ability improves. In addition, their pricing flexibility will be greater than competitors due to margin stacking.

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