As 3ynx stated, Nice try. Unfortuately it takes cash on hand to build semiconductors. Non-booked perceived orders from customers that have not sent Intel any funds. With a degraded credit rating. It'. If you worked at Intel, your signed a NDA and confidentiality agreements. So you can't freely discuss what was mentioned by UVaVnI8-3qah.
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I've worked in multiple design and DFT teams for 16 years and can confirm what @3ynx is pointing out.
I stayed at a Holiday Inn once 😉
3ynx -- Just curious how u would know this. You actially work for intel ? Or are you just going by what you think or heard. And if you work for intel you have a signed confidentiality agreement so best be careful.
The Itanic you mean? Berg has already been hit ...
@2zsp - the same 10nm which was supposed to be out 3 years ago but now 2 model by Lenovo with a low-end processor that doesn't have integrated graphics lol?
@2zsp - While you gamely attempted to add some reasoning to your argument, the whole thing summarily fell apart in 3b.3, and particularly, 3b.4. I mean, seriously, GPTW? Who are you kidding?? Many on this board have firsthand knowledge, and we ALL have many friends desperately riding it out in the fog that is Intel today.
We. Know. Better.
Nice try, though, B+ for effort.
The above posts are by people pumping AMD's stock, so let me add some reality about AMD vs. Intel.
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On Intel's "failure" to move to 10nm - Intel is shipping its 10nm chips in Lenovo and NUC computers right now. A patent firm tore one down and wrote a 20 page paper on it, and proclaimed it at least as good as competitors anticipated 7nm. http://www.techinsights.com/technology-intelligence/overview/latest-reports/intel-10-nm-logic-process/
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On AMD's anticipated Rome 7nm server chips . . .
2a. Intel's 28-core Cascade Lake beat AMD's 7nm Rome for the 2019 35
PFLOPS supercomputer: "We took a look at AMD Epyc, both Naples and certainly Rome but with the combination of price, schedules, and performance,
we felt like Cascade Lake was the way to get the best value right now." https://www.nextplatform.com/2018/08/29/cascade-lake-heart-of-2019-tacc-supercomputer/
2b. AMD's anticipated 7nm producer, Global Foundries, just said they wouldn't proceed with AMD's fab. On that SAME DAY, their top "senior vice president and general manager of the Computing and Graphics Business Group"Jim Anderson left. Why would you leave a rising company?! https://www.pcworld.com/article/3300620/components-processors/amd-loses-another-key-executive-jim-anderson-as-it-shifts-manufacturing-to-tsmc.html
3b. On AMD's current Epyc chips. These are a power disaster. Those red bars are basically wasted energy. https://twitter.com/witeken/status/1029029801351360512
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On the recent price increases. AMD has not lifted revenue, earnings, market share or other guidance since its 2Q call. In other words, the price increase since then is not based on material new information. Just FOMO.
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On AMD's cash cow (GPU). It just lost to NVDA which revolutionized GPUs with ray tracing. No serious gamer can see this video and not want an NVDA RTX, which is completely sold out on preorders. https://www.youtube.com/watch?v=WoQr0k2IA9A
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On the future. Intel continues to plug away . . . AI, FPGA, driverless, 5g/wireless, advanced memory, quantum (yes really https://www.youtube.com/watch?v=M4LTNn3Em7E ). If the past is any guide, when Intel makes money on these others will jump on board with "me too" but by then Intel will be onto the next thing.
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Intel is an outstanding place to work. http://www.greatplacetowork.net/best-companies/worlds-best-multinationals/profiles-of-the-winners/1536-15-intel http://archive.fortune.com/magazines/fortune/bestcompanies/snapshots/672.html https://www.workingmother.com/best-companies-intel
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AMD has huge political and market share risk due to a JV that allows Chinese companies to sell Epyc clones. The history is below
• In August 2015, the U.S. barred Intel (and implicitly AMD) from selling high-end server chips to a few (but not all) Chinese customers due to national security concerns. Intel complied. https://www.pcworld.com/article/2908692/us-blocks-intel-from-selling-xeon-chips-to-chinese-supercomputer-projects.html
• A few months later, China went to Lisa Su to get basically the same chip from AMD via a complicated joint venture that complied with the letter of the law -- because the chip would not be sold by a U.S. company but would rather be sold by the Chinese JV (so no need to ask the U.S. for permission to export it to Chinese customers). https://www.forbes.com/sites/patrickmoorhead/2016/04/21/amd-forms-china-x86-server-soc-jv-and-gets-293-million-to-start/#574ad8759df8
• A month ago, China started producing these Epyc server chip clones. As this article explains, they have a different name but are EXACTLY Epyc chips. https://www.tomshardware.com/news/china-zen-x86-processor-dryhana,37417.html
• The U.S. government is due to publish a report on Chinese theft of U.S. semiconductor IP that could name and shame AMD. "ASSESSMENT OF THE U.S. INTEGRATED CIRCUIT DESIGN AND MANUFACTURING INDUSTRY" https://www.reddit.com/r/AMD_Stock/comments/87z5h9/ustr_china_jv_scheme_exposed/
Based on the timing, it's clear the ONLY reason this JV was set up was to circumvent the government's ban. Soon these chips will be in the hands of those very customers the U.S. government said couldn't have them. Soon they will be taking market share from Epyc and only paying AMD a tiny royalty, instead of the large margins it would have made on Epyc.
There are more but I hope that's enough.
There's no denying the fact that Intel is not the company it once was. Numerous failures and minimum successes, bad decisions, and extremely poor management at all levels has led to it's current state of affairs. Surely Noyce, Moore, and Grove did not project that Intel could have turned into such a failing company after all of their successes. Ashame.
The itanic has hit the berg and is taking on water. I don’t think it’s going to sink but it will be significantly smaller in the next few years unless management can conjure a miracle like a 7nm leapfrog or revolutionary new architecture. Right now it’s surviving on monopoly rents and throwing stuff against the wall to see what sticks which nothing has and is now billions poorer as a result. Stock buybacks over inflate the stock price which gives the false impression that things are good. Good luck intel you’re going to need it.
Times have changed. Intel is no longer the "in" company. It's fading fast into total irrelevancy.
Intel is a sinking ship, but sinking a massive ship takes several years. OTOH saving it would take years as well and I don't see those measures taken.
There's no business where Intel isn't starting to lose. And the new businesses for Intel are just burning money.
To OP:
Many if not most of us don't have anything to gain by Intel failing. I would rather see Intel get it's Sh-- together and succeed. Intel still owes me tens of thousands in SERP that I haven't used. Why would I want them to fail and risk losing that? It also looks better for us if our old employer is succeeding rather than a failed hulk.
However, it's our perspective that the current and recently departed management has not demonstrated the ability to make this happen. The manufacturing lead has been lost and billions upon billions wasted on poor acquisitions. If you are happy with the course of the ship now, then I think you're not watching for the icebergs ahead.
Every quarter brings record revenues even after so much waste and 10nm delays.