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  1. M

    Intel flatten leadership structure.

    No doubt a step in the right direction, but I’m afraid it’s too little and too late. It will be hard for Intel to catch up with the leading competition. To compete, Intel would need to move with vigor and I still don’t see this happening.
  2. M

    Is Intel’s New CEO Lip-Bu Tan Qualified To Run an American Business?

    Too many unclear connections with the communist China government. Why wasn't it properly vetted before appointing him? Intel should not be receiving any federal grants and help until they come clean.
  3. M

    ST to cut up to 2,800 jobs in major manufacturing overhaul

    Frankly, ST is an afterthought, especially with their French and Italian government oversight. No regrets here.
  4. M

    Intel’s New CEO Gets Pay Package Valued at About $69 Million

    Seems like "white" Americans are no longer able to successfully run American high-tech companies. Look at Nvidia, AMD, Alphabet, Microsoft, Broadcom, and now Intel... Degrees in snake oil marketing, DEI, and PR not worth much in a true global competition. :) :))
  5. M

    Intel reportedly sticking with TSMC as part of new long-term partnership strategy amid underwhelming 18A yields

    Intel is finally starting to realize how weak they have become.
  6. M

    ASML to build reuse-and-repair centre in Beijing despite US-China tech tensions

    Strange question. The US does not make cutting edge optical scanners.
  7. M

    ASML to build reuse-and-repair centre in Beijing despite US-China tech tensions

    Banned? By whom?
  8. M

    Craig Barrett: Intel is back—stop talking about breaking it up

    He was indeed very good as a chief of manufacturing operations. Not so much as the CEO. He lacked leadership skills required to be an outstanding CEO, like Grove, Jobs, Bezos, Huang. Almost none of his acquisitions panned out. He got totally caught in the pivot of 2000/2001 when Intel stock...
  9. M

    Craig Barrett: Intel is back—stop talking about breaking it up

    Mr. Barrett already had his chance. Intel stock slid from $74 in 2000 to $26 when he was asked to leave.
  10. M

    Intel delays $28 billion Ohio chip factory

    It still could be worse. EU is weighing putting 25% tariffs on all US-manufactured chips, to reciprocate the US gov robber-banker tactics and hit us where it really hurts. This would put Intel to its knees.
  11. M

    Intel Reports Fourth-Quarter and Full-Year 2024 Financial Results

    Absolutely. Nor any of the major cloud leaders is holding their breath while Intel is struggling to deliver. I'm afraid that train has already left the station for Intel.
  12. M

    Intel’s Problems Are Even Worse Than You’ve Heard

    Cloud business is still growing strong. AWS, Azure, Google and others buying zillions of GPUs for their new data centers. Yesterday, ByteDance placed a new $7 billion order with Nvidia. To make things worse, the big players are making their own chips at TSMC. None of this money is going to...
  13. M

    Intel’s Problems Are Even Worse Than You’ve Heard

    Strange thing to say given Intel's disastrous financial situation.
  14. M

    How Innovation Died at Intel

    Repeating strategy and business mistakes inevitably lead to flawed innovation and poor business results. Gelsinger's stubbornness combined with Intel board's sluggishness and lack of timely oversight costed Intel $150 billion of company's market value in just 3 years. It is hard not to be...
  15. M

    He Was Going to Save Intel. He Destroyed $150 Billion of Value Instead.

    Pat was always dogmatiic, which didn’t allow him to see the way, and lacked the depth of Moore or Grove.
  16. M

    8 Big Comments By Intel’s CEOs On Its AI, PC, Data Center And Foundry Efforts

    With the current board and leadership Intel is sure to go down.
  17. M

    Intel CEO optimistic about CHIPS Act’s future after trading texts with JD Vance

    It's questionable if Intel will have any good people still left by the end of next year, much less by 2028.
  18. M

    Former Intel CEO Craig Barrett: Splitting up America’s leading chipmaker is a bad idea

    In fact Intel’s strategy is anything but sound, otherwise the company wouldn’t be in deep troubles they are firmly stuck in now. I think it is too narrow of a view to attribute all Intel problems to technology. In fact it can be shown how Intel’s technical shortcomings are rooted in the...
  19. M

    Qualcomm approach Intel on a potential takeover

    Frankly, Intel board may be finally coming to a realization that P.G. will not be able to fix Intel. So they can hire a new CEO or acquihire a new one through a merger.
  20. M

    Patrick Moorhead weighs in on the recent Intel announcements

    I'm afraid AWS will come to regret their decision. Intel seems scattered and no longer knows how to execute flawlessly.
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