Re: General overvaluation
if you think China and the U.S. President have anything to do with Intel stocks, then you're greatly mistaken. Either that, or you merely WANT it to be so because the alternative disagrees with your world view or something. Whatever.
Intel's current problems are based on a few things:
a) Meltdown and Spectre, and their somewhat 'lackluster' responses to it all
b) Effectively hitching their wagons to Win-10-nic to sell new computers. THAT right there is a BIG part of it.
c) Moore's Law not doing what it was doing 10-15 years ago any more; i.e. computers aren't perceived as being 30 percent faster each subsequent year. [so people are more likely to hang onto what they have]
d) Features like 'Management Engine' or whatever it's called, and the inability to canonically DISABLE it.
None of these things are helping their bottom line. Getting 10nm processes going is just the latest excuse, I say.
To fix the problem, they need to do the following:
a) properly fix Meltdown+Spectre, including for older CPUs [when possible to do microcode updates]
b) properly document (and support) SHUTTING OFF the 'management engine'
c) Promote other operating systems, including Linux and Mac, _ESPECIALLY_ including marketing for new affordable non-windows computers, software ports of existing applications to Linux and Mac, and other stuff necessary to get people to switch to a non-windows OS so they don't have to hitch their wagon to Micro-shaft's poor decisionmaking.
d) Promote and develop multi-thread algorithms that actually MAKE A DIFFERENCE in the perceived speed of applications. This COULD include a client/serer model for the GUI (you know, like X11) which inherently could take advantage of multi-core.
But yeah, moving away from relying on Win-10-nic to sell computer chips is a BIG one. They should get serious about that.