#competition

I’m ready for a change!

https://www.autoextremist.com

"China much better than John Wayne USA" (or are they?)

“In China, you can buy a heavily discounted ‘used’ electric car that has never, in fact, been used. Chinese automakers, desperate to meet their sales targets in a bitterly competitive market, sell cars to dealerships, which register them as ‘sold,’ even though no actual customer has bought them. Dealers, stuck with officially sold cars, then offload them as ‘used,’ often at low prices."

@"the men and women who built this into a once great company."

Seriously, Verizon was NEVER a "Great" company. They never invented any groundbreaking technologies nor created any new markets nor set any significant business or technology trends.

Verizon (Bell Atlantic & Nynex) was spawned from AT&T (AKA, "Ma Bell") and grew primarily thru acquisitions (GTE, Alltel, MCI and potentially Frontier). Yes, they built out an excellent network but their real success come from leveraging sheer mass scale.

AT&T and IBM would be examples of truly great companies. Verizon is an "also ran" company who's day in the sun is fading because it ignored it's customers.

Honest question:
Why is Nike now following trends and not setting them as they used to?

I see many of the completion shoe styles replicated by Nike designers across running and basketball. Apparel as well.

what does CSCO have <2B??? I kind of feel sorry for CR and the gang.

https://www.fool.com/investing/2025/11/17/jensen-huang-just-delivered-incredible-news-for-nv/

Apparently AT&T is going to target laid off Verizon employees with switcher discounts. Absolute savages

OpenAI has been making it rain infrastructure deals. The AI startup just dropped another $38 billion on Amazon Web Services, adding to agreements with Oracle, Microsoft, AMD, and a plethora of other deals that total over $1 trillion this year so far. But there's one company conspicuously missing from the invite list to this very expensive party. Intel, the former belle of the Silicon Valley ball, is now watching everyone else dance.

So when OpenAI came knocking in 2017, hat in hand, asking Intel to invest in their fledgling AI startup, Intel said no thanks. Why would the king of computing need to bet on some nonprofit's sci-fi dreams?

Now, Intel is the one begging for a seat at the table while OpenAI doesn't seem to be interested.

"Why go back to a firm that has an inferior product and also snubbed you?" said Tim Derdenger, an associate professor at Carnegie Mellon's Tepper School of Business.

https://semiwiki.com/forum/threads/openai-wont-buy-intels-ai-chips-says-associate-professor.24015/

It's really telling to see an industry article on Medtronic and what do they chose to highlight? Micra! They have to go back 10 years to find a great success story - and all the leaders who said YES to micra before the project even had a name, or who pushed to got it though to market are long gone, who remains behind are people that are content to ride the coattails of that original work, keep patting themselves on the back about how innovative we are, but meanwhile fall behind the competition as they watch their quarterly earnings and their MIP targets. This used to be such an ambitious company and now its totally acceptable to be "meh".

Anyone here?

Lexus is the #1 as expected. Buick is #2, and you know why? Buick vehicles are designed and built in China, then shipped to the US. This proved that Chinese vehicles are far more better than the American US made vehicles.

How is this possible? AMD doesn’t even pay as much as Intel.

https://finance.yahoo.com/news/amd-stock-soars-after-company-says-its-data-center-revenue-will-jump-60-over-the-next-3-to-5-years-234017497.html

Been a faithful team member for 22 years and married to a corporate employee for 20 years. 800 to 1,000 ETLs will be layed off in February. The attrition will be focused in the GM areas, and the Senior Food and Beverage ETL role will be eliminated later in the spring of 2026. Tough times ahead, but these moves should help us stay competitive. Just praying my job isn't eliminated.

With impending layoffs at Verizon of ~15-20K on 11/20, it would be ideal for TMo to offer a special plan for former VZ employees. Easy way to win new lines!

I spent over 10 years in vSphere. Now that Broadcom bundled vSphere 9.0 and you can never buy alone, many alternatives are coming up. Proxmox is outdated. These guys are out of their mind.

But I am seeing a few players. Some are ex-vmware employees. It is very very very interesting to see one of them takeover vSphere in a few years.

Of course, the top enterprise customers are stuck but anyone less than 1000 servers should be an immediate target.

I am very looking forward to see vSphere displacement in action.

19,000 employees were kicked out due to greed and destruction.

https://wccftech.com/nvidia-ceo-pushes-back-on-elon-bold-plans-to-build-a-chip-fab/

The manufacturing landscape will experience paradigm shifts as Elon makes moves that are incomprehensible from your narrowly defined viewpoints

9 more off 5th gone... That chain is looked at as weak..just like our last call was .meanwhile Nordstrom and Bloomingdale's increasing outlets .credit customers. and locations..
Slowly but surely it and the debt gonna eat us allive

Skyworks 7 billion functional SAW, MPS, and BAW filters in 2025....the Q, how many??
This is shaping up to be an event!... Goodbye Greensboro!

Those days Cisco file lawsuits against Huawei and Arista, Cisco thought it was too good.

Huawei now has a chip that is already 1,300 faster than the best chip out of NVIDIA, never mind Huawei has beeter phones than Apple. Of course networking equipment from Huawei.

Arista been eating up Cisco’s lunch within last 10 years, Even Arista is already out of date in current technology landscape.

What’s left there for Cisco? Except now claiming glorified scripting as Cisco AI

https://www.tradingview.com/news/zacks:1e2b0e7bc094b:0-verizon-vs-t-mobile-which-telecom-stock-should-you-bet-on/

https://www.hiboost.com/blogs/news/at-t-vs-verizon-vs-t-mobile-best-5g-coverage-comparison-2025-complete-guide?hl=en-US#:~:text=If you live in or,that others sometimes don't.

I will start: C-level folks like $$$, pumping up their bonuses. China and tariffs and all other competition. The analog semi market is in shambles, demand is down and wafer starts are down - this will persist for a while. Meanwhile, we'll keep cutting but this will turn at some point.

How does this affect Cisco ?

https://www.cnbc.com/2025/10/28/nvidia-nokia-ai.html

Cigna's Express Scripts set to shift away from PBM rebates https://share.google/8ogUab3CaPoKA38XB

Qualcomm entering datacenter AI GPU market must be the biggest joke of all. Nvidia and AMD are in the GPU market for 10+ years. Even Intel has a data center GPU which nobody uses. Qualcomm comes in yesterday and announces that they are entering the market? The executives managed to fool the market for a day. The stock is sinking back to normal now.

SAP bid twice but failed to acquire BlackLine in 2024 and 2025...maybe SAP will eventually succeed due to PE investors in BlackLine!
https://www.globalbankingandfinance.com/blackline-m-a-sap-three/
https://www.marketscreener.com/news/germany-s-sap-mulls-new-bid-for-software-firm-blackline-sources-say-ce7d5ddfdd8af324

This comes after SAP's acquisition of SmartRecruiters to compete against Workday which has taken away bulk of its business in HCM domain!

Such a ridiculous ad by us calling T-Mobile deceptive and a hustle. When we as a company are a joke. Like and comment #WeSupportTMobile if you agree.

AT&T just launched a shiny new ad campaign trashing tmobile – because nothing screams confidence like obsessing over your competitor's success.

They're bragging about "300,000 square miles of coverage" and the " AT&T Guarantee" Meanwhile, real customers on Truspilot are handing out 1-star reviews like Halloween candy. MAYBE fix your OWN moral and coverage before worrying about someone else's.

It's wild watching a 100-year-old company, drowning in debt and bad PR, act like a jealous ex. TMOBILE over there sitting comfortably at a $200 stock price, while AT&T's bragging about fiber and posting apology ads.

When your own employees are miserable, your customers are furious, and your stock is flatlined – maybe stop worrying about T-Mobile and start reconnecting with reality.

And we’re over paying a C list actor and someone in marketing to call out T-Mobile? A competitor whose stock price is 10x ours. We’re doomed. WTF!

Total postpaid net customer additions of 2.3 million, best-ever and best in industry
Postpaid phone net customer additions of 1.0 million, highest Q3 in over a decade and best in industry
Postpaid net account additions of 396 thousand, up 26% year-over-year, best-ever and best in industry
Total broadband net customer additions of 560 thousand, up 34% year-over-year, best in industry, including 506 thousand 5G broadband net customer additions, up 22% year-over-year, and 54 thousand fiber net customer additions
Translating Industry-Leading Customer Growth into Durable and Profitable Financial Growth

Service revenues of $18.2 billion grew 9% year-over-year, best in industry growth
Postpaid service revenues of $14.9 billion grew 12% year-over-year, best in industry growth
Strong Net income of $2.7 billion and diluted earnings per share (“EPS”) of $2.41
Core Adjusted EBITDA(2) of $8.7 billion grew 6% year-over-year, best in industry growth
Net cash provided by operating activities of $7.5 billion grew 21% year-over-year
Adjusted Free Cash Flow(2) of $4.8 billion
Extending Overall Network Lead with Best Assets, Customer Centricity and Technology Leadership

Recognized by Opensignal as the 5G Global Winner in 5G Coverage Experience and Global Leader in 5G Reliability, including outperforming other US operators; T-Mobile also ranked the #1 FWA carrier for Consistent Quality and Reliability
Fastest provider in Fixed Wireless Home Internet with median download speeds nearly 50% faster than next closest peer, based on our analysis of Ookla data
Ongoing momentum in network perception with lots of room to run, with highest ever switching consideration based on overall network quality in Q3 and lots more runway ahead
iPhone 17 is fastest on T-Mobile’s network with median overall download speeds nearly 90% faster than one benchmark competitor as we continue to expand our network leadership with industry-leading deployment of new technologies (e.g. L4S deployed on all 5G sites with efficient capacity allocation; ~70% of sites supporting 5- and 6- carrier aggregation)

And then I go on to say more, even though I said (period).

First company to sub 2nm node. TSMC won't be there for years potentially as their node launching in 2026 is 2nm.

Now on track with GPU's and have shown how easy it will be to catch up with their line of consumer GPU - which came out of nowhere

The best client CPUs ever made. Lunar Lake is very good.

Strong in server and very very strong in some workload

Excellent partnership with India. India are loyal to Intel. I know everyone, people who will choose Intel over lower cost

Excellent parternship with China vs others

Excellent partnership with US government, better than any other company in the world. If you love America, you will love also Intel

No thank you to the other companies here causing dissent.

For non technical people like me, is Roche a real threat that can replace illumina or is it a tech that can take some market share? Also, Element coming up an HT sequencer? Everyday the competition and news against illumina is getting bad and the stock couldn’t cross the 100$ mark. Even Grail stock was over 100$ today at one point. Are we losing it? Just an worried employee 😢

We need the Vintage engineer! STAT!

Summary

Teradata Corporation continues to face persistent declines in revenue, earnings, and FCF, reinforcing the value-trap case for the stock despite trading at just 10x forward P/E.

Total revenue is expected to decline for the seventh straight quarter in 3Q on a YoY basis (excluding the nearly flat growth in 3Q FY2024), driven by deals that.

Low-end cloud migrations are largely complete, but the company is struggling to win over large cloud customers, as shown by the declines in recurring revenue.

Cloud ARR is expected to grow 14% to 18% YoY for FY2025, showing no growth acceleration in 2H FY2025.

Large deal delays and slow customer adoption highlight execution issues, with TDC losing market share to cloud competitors such as MSFT, GOOGL, SNOW, and Databricks.

and not impressed.

Seems like all they are trying to do is emulate Lululemon.

That game is well played out and perfected by Lulu.

As usual with Nike these days "it is dollar short and day late"

Just saw online how our technology is way behind others .who will gladly take up our sales we could make. Or be assisted with to get extra walk ins our slow stores.
I expect the worst of Saks Global and they have delivered accordingly

For the first time, PSTG’s market cap exceeds NTAP. A competitor half our size and half our age is now worth more than us.

Wow! what can I say? No matter what one works on, the only thing that matters is how the second layer L8 thinks of one! Yep, one could be a rocket scientist, but unless one is connected, guess what......NOPE. You are just not the "right fit".
Last time I checked, the ones who could master the technology were kings. It would seem that L8 wants to limit competition to those they can control.
In this case, I feel L8 needs to su-k it up, and go with the flow. But what do I know????

I fear for the industry without the real alternative ARC optioned

This is a death blow to the Intel GPU+AI efforts and should not be allowed by the regulators. It is clear that Intel needs the downstream, low-cost GPU market segment to have a portfolio of AI chips based on chiplets, where most defective ones end up in the consumer grade GPUs based on manufacturing yield. NVidias interest is now for Intel not to enter either the GPU market, nor the AI market - which Intel was preparing for with its GPU efforts in recent years.

Nvidia’s investment in Intel coudl have far-reaching negative consequences. To begin with, Nvidia has every incentive to eliminate Intel’s Arc graphics line, which would be disastrous for consumers because Arc is the only product helping to bring GPU prices down. Without it, Nvidia would face less competition and prices could climb.

The loss of Intel’s graphics division would also harm Linux users. Intel’s approach to open, well-documented drivers has made their GPUs the most compatible and reliable option for Linux systems, while Nvidia has a history of being unfriendly toward open-source drivers. If Intel’s efforts end, Linux users will face fewer choices and greater difficulties.

Finally, Intel is currently the only company offering consumer-grade graphics virtualization through SR-IOV. If that disappears, Nvidia’s enterprise-level chips would dominate the market. This would mean ordinary consumers would be left with less performance, less flexibility, and weaker security on their personal computers.