BK used to use the phrase 'virtuos spiral/cycle' to paint a rosy picture. It appears that we are in a 'vicious cycle ' now.
- layoffs cratering employee morales. For the next 6 months teams will be paralyzed with gossip and legacy knowledge that just walked out. Don't expect any project deliveries
- bad quarters will downgrade our debt , costing higher interest payments.
- class action lawsuits by shareholders and customers on rapid lake issues.
- poor performance and loss of market cap will force indexes to drop Intel , causing share price cratering
We will need severe belt tightening, good delivery cadence and discipline. With luck, we may survive and thrive in 5 years.