Is it just me but isn’t the Intel plan delusional?

It took more than five years to bring 10nm to production and now it is in production Marin’s are crashing. Now Intel will magically do 4 nodes in four years, WTF? Just get the first high NA EUV was the problem?

Intel couldn’t make make Foundry compelling when when Intel was a silicon leader and had scale, now they aren’t a leader, don’t have scale and Foundry will now be successful while the competitors are even bigger, more cost effective and have a two generation lead in technology!

Intel’s margins are crashing indicating yield / pricing issues as well as competitive issues against competitors that have better technology and more cost effective fabs!

What am I missing ?

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All one has to do is listen to Pat and it is just scary, it’s religious and that not rational strategy currently.

https://fudzilla.com/news/54312-intel-failing-to-wow-wall-street

“We were happy with the hire as Pat was Intels original CTO, helping Intel become the dominant player in the industry it once was. We became increasingly worried that Pat was not the right guy in the months and quarters following the announcement,” the report said.

I think most of the stock investors know the plan is delusional. The current stock price is reflected well with PER of less than 10. Pat may be doing great job so that his employees don't realize it well.

You’re not missing anything.
The emperor has no clothes.

What you are missing is that you had a choice to go find a better company.

But you stayed back and kept analyzing the future of a stalled company that doesn’t give a rats a-s about your analysis.

Drink more Kool-Aid! And keep playing "Everything is AWESOME!!!" from The LEGO Movie on repeat!

Thread regarding Intel Corp. layoffs

Is it just me but isn’t the Intel plan delusional?

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