Sat in PSG qgs looks like 2024 will need to cut cost cause we ain’t hitting rev$ target by a long shot. There seems to be a strong enthusiasm by going independent they could grow the company to 5B in a few years. Knowing Intel let go the gas pedal with FPGA embedded market since acquisition which led to AMD overtook their market shares. Is this enthusiasm real or just leadership talk so everyone is not freaked out and jump ship?
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$5B is a self promoting dream of a new PSG leader.
@1iaq+1puf8WqL good point on rev$ back to 10yrs ago signaling zero growth. They had the Head Sales guy on the guy he seemed to be very “excited” with dwins in the pipeline and spoke very highly the future is bright. I just don’t see it knowing the segment those dwins were; they aren’t the whales like Qualcom or Nvidia.
It is fake enthusiasm to keep people motivated. Think about it, PSG is going back to revenue of 10 years ago. So no growth in a decade. And with declining revenue, you know how the IPO will be.
Previously the dream was $5B in revenue through synergies with Intel. Just a dream, not a vision/
Someone has to pay for SMG cruise party. PSG needs to pay its share and other BUs soon :)