I am just a tech, I don't really pay attention to products or accounting. It's too stressful. I guess you can say I took the 'red pill'. I used to think like Cypher that 'ignorance is bliss' but now I am not so sure.
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Poor management and execution
- Intel start smart phone AP earlier than qcom, we failed and quit
- qcom fired Murthy we got it
- Intel start IVI biz with qcom, we quit. Qcom 8155 eats the whole cake.
- Intel failed at 5g modem
What qcom failed? Only once in server.
Let's see PC and AI ... Good luck.
There are many good things about Intel for sure... but the big drivers are all a problem. As you say, PC business is declining. Server very competitive as AMD is legit and now we have ARM and accelerator GPU add ins taking away margin dollars. The vertical integration model is very questionable given high cost and poor execution against a backdrop of slow growth market -- in this phase of a business cost is king. Instead of focusing on the core business we are going after all kinds of entrenched competitors that will chew us to pieces. IDM 2.0... vs TSMC.. I know that company very well. Spent time in Taiwan. I hope you are right that great days are ahead. What am I missing?
Guys, whatever is happening at intel right now are the steps any company take when it sees decline in the margins …but I believe in couple of years we will kick competition a-s in servers for sure … we have already left them behind in PC though in general pc market is declining , unlike many others here I still truly believe best days are ahead of us …note I’m not from ELT or anything …but a technical manager who believes in intel and will work very hard as usual to kick competition a-s if not impacted with current cuts …
You are correct of course... but, my ignorance is bliss and that pertains to the pill color as well.
OP — If you think ignorance is bliss, it must have been a blue pill that you took.
More bean counters? Why hasn't ELT thought of that before? Maybe they are just adding the debits and credits incorrectly and this has all just been a terrible mistake.
Q employing bad accounting? Just need a good auditor to go in there to review their books.
If that is all that true it seems like the best strategy would be strip the company down to bare bones and cash cow the architecture until profits go to zero. At least that way, you don't throw good money after bad.
Intel was one of the first to buy into ARM when it bought out Digital Equipment Corp, including their strong arm architecture. Ron Smith, VP ran a business unit trying to make ARM phone chips. It failed and they shut the whole thing down (after losing billions). How ironic.
One trick pony x86 live and die by it.
AMD does a better server by miles and a competitive client. Has superior manufacturing technology and scale and better cost.
Apple has shown everyone how to do it better on their own.
Manufacturing is inferior I technology, scale and cost compared to foundry.
Broken strategy that requires competitor failure, tons of government money and a war to make it.
Total FUBAR
Simple answer. Intel Architecture is slow, expensive and bloated compare to ARM (reduced instruction set). One top of that, Intel can't even keep up on process technology (which used to be it's big advantage). Dinosaurs roamed the Earth and dominated in their day. Then the environment changed and they turned into fertilizer.
Hmm... I moved from Intel to Qualcomm like many others. At Qualcomm we are working hard. That's all.
Go Qualcomm!
Not having good products to sell?
Not we but them, as in the ELT decision makers. A lot of smart, talented, and hard working people are losing their jobs because of poor decisions and poor leadership.
Say it together with me. On three.
One, two, three,
"Our costs are too high and our margins are too low"