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Latest activity

What's new New posts Latest activity

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tomatoma reacted to hist78's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Haha.

To be specific, is the advanced logic IDM industry in a hopeless situation with no path forward? Only two companies are still holding...

Aug 22, 2025
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tomatoma reacted to MKWVentures's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

AMD, NVIDIA, Broadcom, APPLE, TSMC are just better companies today than Intel. Intel didnt think so and they were wrong. LBT is giving...

Aug 22, 2025
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tomatoma replied to the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be..

No, the employees and executives were no good. Because made the wrong choice Are you saying that IDM is the only cause?

Aug 22, 2025
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tomatoma reacted to Daniel Nenni's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

Do you remember when Intel said that the fabless model is collapsing? This was Intel's Pearl Harbor moment: "I fear all we have done is...

Aug 22, 2025
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tomatoma reacted to IanD's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

Kodak stuck to film and film-based cameras and missed the transition to digital, even though they internally developed the first digital...

Aug 22, 2025
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tomatoma reacted to blueone's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

Not correct. Kodak saw digital cameras, both still and video, consumer and commercial coming early on. The problem was that none of...

Aug 22, 2025
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tomatoma reacted to blueone's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

Kodak is a special case which isn't really comparable to IBM, Nokia, and Intel. Kodak was and is a chemical company. Photography and...

Aug 22, 2025
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tomatoma reacted to siliconbruh999's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

is it really the business model though? cause even with TSMC you need to have a IDM like relationship you need to work closely with them...

Aug 22, 2025
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tomatoma reacted to lispwright's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

I agreed prior to high profit and demand HBM, although cost is aligned with yields and Moore's law is not yet dead for it. Although the...

Aug 22, 2025
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tomatoma reacted to lispwright's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

IBM does not cleanly fit into the Clayton Christensen disruptive innovation model, perhaps because they were always a systems company...

Aug 22, 2025
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lispwright replied to the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be..

IBM does not cleanly fit into the Clayton Christensen disruptive innovation model, perhaps because they were always a systems company...

Aug 22, 2025
Daniel Nenni replied to the thread Trump says Intel has agreed to a deal for US to take 10% equity stake.

Here is an interesting tidbit for conspiracy theorists. Blackrock owns 8.9% of Intel stock: PJT Partners acted as Intel’s exclusive...

Aug 22, 2025
Daniel Nenni replied to the thread Trump says Intel has agreed to a deal for US to take 10% equity stake.

Intel and Trump Administration Reach Historic Agreement to Accelerate American Technology and Manufacturing Leadership U.S. Government...

Aug 22, 2025
hist78 reacted to ai268's post in the thread Trump says Intel has agreed to a deal for US to take 10% equity stake with Like.

Four hedge fund managers and one real-estate developer wanna turn Intel, or INTC around?

Aug 22, 2025
hist78 replied to the thread Trump says Intel has agreed to a deal for US to take 10% equity stake.

We need more real foundries, not half-baked IDM-owned foundries. The AMD–GlobalFoundries split already provides an example of how Intel...

Aug 22, 2025

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