Anderson style
New member
he gonna spend that money on stock buybacks
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Understood.
In my opinion the world needs alternatives for semiconductor manufacturing. For Intel Foundry to be competitive they need customer collaboration, as Apple provided TSMC for their FinFET generation of processes. So how does Intel get there?
A competent CEO is a good start. Intel has not had one since Andy Grove in my opinion but I think everyone can agree that BK and PatG were not. Hopefully we can also agree that Lip-Bu Tan is a competent CEO just given the last 5 months at Intel.
Proper financial backing. Lip-Bu seems to be doing a good job there. He certainly has plenty of experience in that space.
What is next?
Intel made a big loss
I don’t follow. Intel got all the money up front and got rid of the clawback and profit sharing AND the milestones from the previous agreement.Intel made a big loss
Weird I thought at least Barrett was good CEO not great but good unlike his successors.A competent CEO is a good start. Intel has not had one since Andy Grove in my opinion but I think everyone can agree that BK and PatG were not. Hopefully we can also agree that Lip-Bu Tan is a competent CEO just given the last 5 months at Intel.
Barrett is ok but his ceo decision started the snowball downhill for intel future.Weird I thought at least Barrett was good CEO not great but good unlike his successors.
They own 8.9% of every major company in the west, and there's no precedent for that kind of influence so I'd say it's an actual conspiracy, not a theory. Blackrock would be a much better target for nationalization than turning Intel into Amtrak, i.e. a publicly funded for-profit operation for goons to plunder.Blackrock owns 8.9% of Intel stock
according to Linkedin Frank Yeary worked thereHere is an interesting tidbit for conspiracy theorists. Blackrock owns 8.9% of Intel stock:
PJT Partners acted as Intel’s exclusive financial advisor in connection with this investment agreement.
PJT Partners (NYSE: PJT) is a global, advisory-focused investment bank founded by Paul J. Taubman in 2015 when Blackstone spun off its advisory businesses and combined them with Taubman’s PJT Capital.
They’re headquartered in New York City (280 Park Ave) and operate internationally. In 2024 the firm reported record revenue of about $1.49B.
- Strategic Advisory — M&A, strategic capital markets, and shareholder advisory.
- Restructuring & Special Situations (RSSG) — liability management, distressed M&A, and Chapter 11 advisory.
- PJT Park Hill — capital raising and secondary advisory for alternative asset managers.
BlackRock began in 1988 as Blackstone’s fixed-income asset-management arm (initially called Blackstone Financial Management). It spun out and adopted the name “BlackRock” in the early 1990s (commonly dated to 1992). Blackstone then fully exited—selling its remaining stake to PNC in 1994–95—so there’s no ownership link today. BlackRock is now a giant public asset manager, while Blackstone is a separate public firm focused on private markets/alternatives.
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No amount of money can save Intel. The problem is rooted in rotten culture and endemic lack of clear strategy. Government involvement can make it only worse. Intel will take the money and still lean nothing. I'm surprised so few people seem to grasp it.
Bruh this guy never misses he should be retired from the board now