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B
I find it sort of hard to believe. The plan was to start Chinese-owned and operated fabs and make chips for Chinese indigenous use. We...
Feb 14, 2021
B
Quite a post kg5q! I especially liked “we need more VPs and MBAs thrown at the problem!”
I worked at a fab where they threw McKinsey...
Feb 14, 2021
B
OK I have lived this insanity for the last 25 or so+ years. the MBAs and "professional managers" were brought in about then with...
Feb 14, 2021
B
It’s fun to look back 5 years, good thread redux.
Before we bury Intel too much, just wanted to point out...
How amazing is it that...
Jan 14, 2021
B
Hey there 2015 self. Pandemic’s a surprise, huh?
”PC business...it is becoming commoditized, too competitive, and will not support...
Jan 14, 2021
B
Para 3: “...The PC is essential once again. So the dynamics of the market are extremely favorable.”
Desktop PCs, with a graphics...
Jan 12, 2021
B
So, suppose you are a politician, what would you do for semiconductors, beyond NDAA?
- Start a “deep tech” venture capital fund...
Jan 9, 2021
B
I view these things very skeptically. Here’s why.
NDAA is a defense program, and GaAs fabs fit this description; IC for space...
Jan 7, 2021
B
The Loeb approach won’t increase INTC capital, more likely radically reduce everything: Headcount, capital, while increasing debt...
Jan 7, 2021
B
benb replied to the thread
What about Samsung? .
Here’s my theory about ramping the yearly node: It depends on the lead customer volume. In years when Exynos has a lot of volume...
Jan 2, 2021
B
Agree the chaotic way AMD spun off Global Foundries made their competitive strategy worse for a while. I think the Intel spinoff will...
Jan 1, 2021
B
Agree with count, the Loeb Letter points to a dismantling of Intel, ending IDM status. Probably a spinoff of MFG and design units, my...
Dec 31, 2020
B
I’ll paraphrase Loeb’s 7 paragraphs:
Para 1: There is a big difference in INTC stock performance compared to others which got our...
Dec 30, 2020
B
Dear Dr. Ishrak:
As you know, Third Point LLC recently took a significant stake in Intel Corp (the “Company”). Despite its theoretical...
Dec 30, 2020
B
TSM is an important bellwether stock. It points the way for the whole semiconductor industry, which has been doing especially well...
Dec 12, 2020
Like.
OK I have lived this insanity for the last 25 or so+ years. the MBAs and "professional managers" were brought in about then with...