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Transcripts For CNBC Squawk Alley 20240712

Intel is the story the margin story, the share loss or more. Looking forward to getting some more detail and clarity from the ceo of intel that will join us in just a few minutes. This is not all bad news there is a beat on the top and bottom lines really the focus is on manufacturing which is, you know, for generations literally it has been one of intells hallmarks and advantages now the manufacturing job not like i have seen ever in the period that i have been covering the company. Yeah, and john, i think it is a big question for the longer term what makes them so confident that it will be six months and i know we always play this game, but we always look at this, how much has intel shed. Perhaps, guys, what might matter most is that it has fallen blow nvidia they have been neck and neck going back and forth and that is probably the one that hurts. That is interesting i would say in a way less interesting than amd which is really head to head against intel right now in the argument a

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