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Topics regarding layoffs at Intel Corp.
Additionally, Intel's crown jewel and historically a critical enabler of its competitive advantages over the competition -- its Technology and Manufacturing Group (TMG) -- has also struggled to execute for years now; critical manufacturing... read more
https://www.fool.com/investing/2017/03/23/intels-data-center-monopoly-is-coming-to-an-end.aspx And ARMY comping to give it to BK from the other end
Are they communicating what they intend to do with SL4, SL5 and IRs in this year's focal? Or, they are maintaining a quiet before the storm? Will there be a public announcement or quiet firing? Will they do it before the Q1 earning date, or after?... read more
Another old-guard executive ditched Intel... Now Intel design teams will be ran by 2nd-grade executives that were exiled from Qualcomm Rony Friedman Set to Become Apple Israel's New CEO read more: http://www.haaretz.com/israel-news/business/1.777771
From circuit: I'm curious will we have the heart to see it through? Previous examples: Xscale - ARM - Sold off. Intel Play division - 1st web tablet years before Apple. MP3 player, microscope, and .... You can still by that microscope today from... read more
http://www.theverge.com/2017/3/23/15034344/apple-iphone-ipad-laptop-dock-patent The A10 chip performance is on par with the fastest 2015 MacBook Air or a 2013 MacBook Pro/I5 according to what I've seen. The PC "shell" could have options for extra... read more
Share who you think has been WORSER for Intel of the former and current CEO.
http://marketrealist.com/2017/03/why-analysts-are-skeptical-about-the-intel-mobileye-merger/? If Analysts understood Intel the way that Intel employees do, analysts would be very negative on this deal.
intels-data-center-monopoly-is-coming-to-an-end.aspx BK can form his new AI group but that will not save Intel's core business. BK is ruining Intel and needs to be replaced ASAP.
Is INTC that desperate yet?
does anyone know the average focal raise in usa for INTEL?
Intel is no longer the most valued chip company. https://www.bloomberg.com/news/articles/2017-03-22/taiwan-s-tsmc-tops-intel-by-value-for-first-time-chart
http://asia.nikkei.com/Business/Deals/Tepco-to-link-up-with-Intel-to-manage-power-grids-overseas I do not have a high opinion of Intel leaders but this move is truly surprising to even me... Why would Intel want to partner with TEPCO of all the... read more
That's because Aicha leading the 5G. Intel's future is built around the 5G - Technology that connect everything to the cloud. Only three companies will be able to deliver this technology: Qualcomm, Intel and Mediatek. That's why Intel must acquire... read more
Or that's what he told CNBC after they queried mobileye investment decision after raising injury track record on acquisitions.
The competence gap manifests itself between short term blunders and long term promises. At Intel this is recognized through a list of execution errors in mobile, pc, iot and process matched with the future promise of 5G, autonomous vehicles, VR and... read more
Intel needs 90% market share in client and server to make a profit. AMD and Qualcomm just created the party.
By Paige Tanner, Market Realist Canaccord Genuity analyst Matthew Ramsay is disappointed with Intel’s guidance and diversification strategy. He said the operating margin for Intel’s data center is likely to fall since revenue growth depends largely... read more
Let's assume Intel makes all is money $60bn from cpu chips. Let's assume this can be quartered with the following equal $15bn categories: R&D, fab plant capital, unit cost and profit. To keep things simple the first two are fixed costs that do not... read more
Yet we still haven't heard anything. Does this mean we are safe?
A colleague who still has a family member inside Intel says 5 such class action lawsuits are in progress. I'd love to join but don't know how to find out. Apparently one of the lawsuits shows that the median age of Intel employees has plummeted, from... read more
Let's assume AMD captures just 10% of the client market from Intel. Intel generates $36bn in revenue here so 10% is 3.6bn. Intel has gross margin of 60% so this equates to approx $2.1bn of lost operating profit. ACT last year "saved" $2.3bbq. QED! If... read more
Full thread @Mo2exBG
Maybe this is the Bob Swan influence, but the Intel Investor Relations page got infinitely better and easily navigable over the last few months. Kudos to whoever drove the update... read more
they have removed peoples access from this tool internally. must be time for ACT 3 and they have no one around any more that knows how to hide the people getting the ax