the market wont grow for Intel no matter bonus will still remain low
9 replies (most recent on top)
We are still a reasonably competitive x86 design company, focus o the strength and dump the baggage.
TMG and silicon manufacturing will never be competitive again, to far behind Samsung and TSMC and doesn’t have any advantage and all liability, and yet we are going to throw tens of billions on a wasted effort
Diversify into NVDA and AMD...that is the only way you'll be able to retire.
Invest in a career outside of Intel.
This place is where careers go to die.
You'll get much better pay also.
Even if Intel stops AMD, the PC market isn't growing, so you'll be busting your a-s just to stay in place for mediocre pay.
Why bother?
First process. Both volume (number of chips) and technology (7nm in production ASAP and 5nm in sight after that).
Next is microprocessors - 1. stop the market share bleed vs AMD and 2. pre-empt the ARM incursion (already seeing ARM in client computing e.g Apple)
Next is invest in the growing business groups - mobileye can be huge as cars move to all electric. IoTG is another big market as 5G and 6G come on stream. Networking can become a group of its own. FPGA have been kinda flat for a while, but might start taking off.
Graphics looks like a dead end - just cannot make up the ground on software infrastructure compared to Nvidia.
I suggest you invest into P0T and supply to Pat. Hope he enjoys it and share his ambitions how he going to turn Intel
Farm land, gold, crypto, ammo. Good luck!
How much = all, where = not intc
The stock has underperformed the S&P500 for over 2 decades. You’d have been better off with liquidating all assets and personnel and put the funds into the S&P500.
If management can’t add value, then some entity will do it for them (think hostile takeover).