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How Intel Stock Falls to $10

XtorTourist said:
This is Jobs making fun of Gil Amelio, the Apple CEO who bought NeXT and brought Jobs back as a consultant. Jobs thought Amelio was clueless and likely played a large role in Apple booting Amelio and bringing Jobs back as CEO. He used this supposed Amelio quote as a an example.

"Apple is like a ship with a hole in the bottom, leaking water, and my job is to get the ship pointed in the right direction."

Click to expand...

It’s not a Amelio quote, it’s an original Steve jobs joke about how the CEO needs to focus on the strategy and direction of the company.

At the end of the day if you are in a ship leaking water, the priority is getting to land. Bailing it out buys you more time but if you aren’t heading to land you’ll sink either way. Its not the captain of the ship job to bail out the boat, there are other people who are responsible for that, it’s the captains job to get the ship to its destination.
 
Pat made a big bet on foundry and it failed (if only someone could have predicted this LOL).

If intel goes back to compute technology and architecture... they will be fine in a few years... not the leader ... but a good solid useful company making eps of 3. Less people will fix 90% of the "slowness" issues
 
MKWVentures said:
Pat made a big bet on foundry and it failed (if only someone could have predicted this LOL).

If intel goes back to compute technology and architecture... they will be fine in a few years... not the leader ... but a good solid useful company making eps of 3. Less people will fix 90% of the "slowness" issues
Click to expand...
Just curious. Is the design issues of Intel product like relatively poorer performance compare to amd etc , something that can be fixed? If it is so , is it a problem that can be fixed with relative ease? Am trying to perhaps guess what’s the plan of lip bu Tan
 
Y.H said:
Just curious. Is the design issues of Intel product like relatively poorer performance compare to amd etc , something that can be fixed? If it is so , is it a problem that can be fixed with relative ease? Am trying to perhaps guess what’s the plan of lip bu Tan
Click to expand...
IMO the intel architecture problem is speed and agility. Intel has brilliant people with great ideas but moves too slowly. LBT can fix this (No other tech company is THIS slow)

I can list examples of how Intel was ahead of people with ideas for mobile, smartphones, AI, GPUs, and Memory. But is too slow to deliver in fast moving markets.
 
Y.H said:
Just curious. Is the design issues of Intel product like relatively poorer performance compare to amd etc , something that can be fixed? If it is so , is it a problem that can be fixed with relative ease? Am trying to perhaps guess what’s the plan of lip bu Tan
Click to expand...
What's wrong with Intel CPU i-13 and i-14 overload crash? Were they design or manufacture issues?
 
MKWVentures said:
IMO the intel architecture problem is speed and agility. Intel has brilliant people with great ideas but moves too slowly. LBT can fix this (No other tech company is THIS slow)

I can list examples of how Intel was ahead of people with ideas for mobile, smartphones, AI, GPUs, and Memory. But is too slow to deliver in fast moving markets.
Click to expand...
So it’s fair to say LBT reducing workforce could actually help to increase agility ?

But many are concerned that they will lose significant technological progress by reducing workforce.
 
Daniel Nenni said:
the great Intel hope is to get manufacturing back integrated with design.
Click to expand...
Given that Intel - in contrast to AMD, Apple, NVIDIA etc. - owns both design and manufacturing, it baffles me that this is perceived to be the main hurdle. Shouldn't it be much easier to do this if both are in-house? Isn't it really the manufacturing that is holding back Intel? That was the main reason why it fell behind at 10 nm. That is why TSMC is so successful, it has no design to deal with, it just focuses on manufacturing.
 
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