Will Money Cure Intel's Challenges?

[Arthur Hanson]

Does Intel management have the vision and skill set to use the money it receives from the government, or is the current management team too far behind the curve?

 

[Mickey]

Long story in short, what it is about big brother Microsoft injecting huge $$ acquired, invested Nokia and pledged to renovate their sinking smart phone business. What was the outcome?

Outcome:

1. Struggles with Market Share: Despite the investment and integration, Windows Phones struggled to gain significant market share. The ecosystem faced challenges with app availability, developer support, and consumer adoption.
2. 
   
3. High Losses: The venture led to substantial financial losses. Microsoft wrote off most of the Nokia acquisition as a loss, totaling around $7.6 billion in 2015, and laid off thousands of employees.

In short, Microsoft's (either the big brother or government) acquisition or injecting $$ of Nokia's smartphone business did not succeed as planned, resulting in a significant financial write-off and a strategic pivot away from the illusion of smartphone business.

 

[Daniel Nenni]

Intel will need a new board and executive leadership. Personally I think Hok Tan could turn Intel around like he did Broadcom.

 

[hist78]

Does Intel management have the vision and skill set to use the money it receives from the government, or is the current management team too far behind the curve?

The same IDM business model that led Intel into this crisis is still dragging the company down. It's not a magical 18A node, merely improving so-called 'bad execution,' or throwing more money into Intel that will resolve the issue.

 

[hist78]

Intel will need a new board and executive leadership. Personally I think Hok Tan could turn Intel around like he did Broadcom.

Are you suggesting replacing Intel CEO Pat Gelsinger? He might need to go, but without changing Intel's business model, any new CEO or Board of Directors will likely be the same type of persons face the same challenges.

 

[Mickey]

Are you suggesting replacing Intel CEO Pat Gelsinger? He might need to go, but without changing Intel's business model, any new CEO or Board of Directors will likely be the same type of persons face the same challenges.

With all my respect to Intel and Andy Grove, you are probably right. I would guess to find another Lisa Su might be the better one for surviving Intel.

 

[bashee_wang]

Are you suggesting replacing Intel CEO Pat Gelsinger? He might need to go, but without changing Intel's business model, any new CEO or Board of Directors will likely be the same type of persons face the same challenges.

New CEO could bring and setup whole new different strategies, unless the IDM 2 proves its success, its not bad try a new strategy, right?

 

[user nl]

Intel will need a new board and executive leadership. Personally I think Hok Tan could turn Intel around like he did Broadcom.

Wow, new board, new executive leadership? Never waist a good crisis.......what will the vision/strategy be? This may take some 5-10 years to carry out, hopefully Rock's law has slowed down enough......