Standing on x86 monopoly, high volume, and high gross margin. Now with the rise of ARM and AMD, the upcoming recession, and higher cost, it'll be very hard to keep the facade intact. When BK ACTed in 2016, the gross margin was 62%. They just forecasted the next quarter's gross margin as 34%. Something gotta give and you can bet it won't the bonuses of G12 and above.
3 replies (most recent on top)
Oh well. Let's move on.
This said how much the company has gone down since ACT2016, what a good job BK and MR did. Intel never recovered.
Now it's just a smelly old stool