So Pastor P, Dave Z and ELT .. what sleight of hand will you pull with the upcoming earnings ? Financial legerdemain can only get you so far - another big loss and we can start writing the closing story for Intel. You and your thuggish HR have shown... — read more
If TSMC is out of action, would Intel foundry be able to immediately step in?
How fast can Intel step in? Any progresses on the NVDA evaluation
The ghosts of ‘Wintel’: What leaders can learn from the diverging paths that made Microsoft a $3 trillion powerhouse and flatlined Intel
https://finance.yahoo.com/news/ghosts-wintel-leaders-learn-diverging-110000375.html
No investment in new talent
How do we expect to get back on top if our main strategy when it comes to hiring is cheaper, not better? It feels like nobody is thinking about the future, just what can be saved right now. But hiring bad employees just because they're cheaper does... — read more
Intel’s 20 year performance vs S&P500
Criminal mismanagement on display here. https://www.kiplinger.com/invested-1000-in-Intel-INTC-stock-worth-how-much-now Intel stock lags the S&P 500 by nearly 6 percentage points over the past 20 years. It trails the broader market by 6 and 4... — read more
Earnings report this Thursday
INTC will beat market expectations by large margin and stock will rise till 45-50 levels in coming months. Close your short positions, it's time to accumulate or buy calls options. You heard it here first
Why Intel Ethernet
Why is Intel still hanging onto the losing Ethernet business that is becoming a commodity product you can buy and integrate from any supplier. Intel still have not delivered 200G/400G products, while its competitors have in market for years. There is... — read more
SMG Layoffs and Offshoring
SMG leadership keeps the org in a constant state of turmoil. By design? Who knows. Just look at revenue and you can see the SMG strategy isn’t working. Intel is in a state of throwing spaghetti at the wall and nothing is sticking. It’s been made... — read more
What are grade levels in Intel ?
Is Grade 10 a Principal Engineer or Grade 11 ?
Neuromorphic Chips ?
https://newsreleases.sandia.gov/artificial_neuron/ Sounds too good to be true. What am I missing?
Layoffs at Altera??
Any layoffs news at Altera? Will the severance be decent at Intel levels or less money?
GPTW
Is Great Place To Work (GPTW) still one of Intel's inside HR programs?
Pastor Pat's failures in foresight, missdirection etc
Pastor Pat is not capable steer Intel in the right direction. Instead of focusing on operations inefficiencies, he just bloated the Org. He thinks China is stupid. While Pastor Pat is lobbying Biden to sanction China and trying get Govt... — read more
RSIGuard program? wellnomics? why?
After wellnomics, they're trying to install RSIGuard why? why forced install?
HR Algorithms make a return
https://youtu.be/3AO54POarZU?si=JUlIXkIs58iSADHb SQL queries by HRIS folks will decide who will be laid off.
Intel CEO: We can beat TSMC on chips
https://stocks.apple.com/A49W1kbwpSqiKG4y4zUbG9g
Would you ever post on LinkedIn that you are looking for a new job?
That is while you are still employed. I keep seeing people who tag their posts with #opentowork and I think they are much braver than I am. Are they that certain they are indispensable that they do not care that somebody could see their post and... — read more
LoL. Another one bites the dust
https://www.tomshardware.com/pc-components/cpus/nvidia-blames-intel-for-gpu-vram-errors-tells-geforce-gamers-experiencing-13th-or-14th-gen-cpu-instability-to-contact-intel-support
ProdCo is rudderless
What exactly is the competitive advantage for intel products anymore? There is none. Intel CPUs are a commodity now. When will the geniuses on ELT understand this? CPUs - All the large customers are building their own AMD CPUs is matched or... — read more
Iran attack impact?
What percent of capacity is in Israel?
Will layoffs go widespread?
These losses cannot go on without the loss of jobs. Will they open up voluntary widespread, or too risky given how many people may be seeing the oncoming train and jump off the track?
China is mandating phase-out of foreign chips
The list of things pounding Intel's bottom line keeps growing. This one is going to hurt. Management should be planning on phasing out Intel sites in... — read more
FAFO. Make RTO mandatory at Intel. Bring in the hook
https://nypost.com/2023/08/09/wfh-employee-fired-after-boss-tracked-her-laptop-activity-breaks-silence/
3 years of Pat
It’s been 3 years now since Pat took over as CEO. Has there been any measurable improvements at Intel in this time? Revenue is down. Margins are down. Products are not competitive. Any positives?
layoffs forever!
This is Pat’s plan until 2030. Last year it was easy… volunteers, inexperienced, obvious poor performers. Now comes the part where they have no choice but to choose the “protected” classes for layoffs. All of the kingdom building…. This will... — read more
QPB
Has QPB days of pay been announced? Few of us in Chandler think it must be pretty ugly given no word
Let's form labour unions
We need labour unions to fight against constant layoffs while c-suites are busy lining their pockets with tax payer money via CHIPS act with zero accountability.
Google unveils Arm-based data center processor, new AI chip
https://www.reuters.com/technology/google-unveils-arm-based-data-center-processor-new-ai-chip-2024-04-09/ The NOT-Intel crowd is growing and growing. Thanks to TSMC for the great transistors!
Intel has at least 45k more employees than the nearest poorest performer in their category
Interesting to note that for fiscal 2023, based on number of employees, Intel was the lowest revenue / employee performer: nVidia / $26.97b / 26,196 / $1,033.5k/employee AMD / $22.7b / 26,000 / $873.1k/employee Qualcomm / $35.82b / 50,000 /... — read more
TSMC confirms 3rd fab in AZ!
They had trouble with the unions …. But they took corrective action (something Intel can learn from). TSMC will have more capacity in the US than Intel by the end of the decade.
What does stock do after Pat's keynote Tuesday?
The man is pure poison to the stock. Every time he speaks publicly the market gets more and more negative about Intel. Sitting just above $38 Monday AM. Where does the stock go after Pat speech tomorrow? Under 36 Under 34 Under 32 Under... — read more
Intel layoffs hit the Sales and Marketing division, as AMD cooks up its new Zen 5 CPUs
Intel kicks off its restructuring plans, with reported layoffs occurring within the Sales and Marketing division, but Intel Foundry Services is all... — read more
Mass Layoffs Map Shows States Worst Hit This Year
https://www.newsweek.com/mass-layoffs-map-shows-states-worst-hit-this-year-1887394
INTC down 19%, NVDA up 80%, AMD up 22% YTD
Wall Street hates us.
Qualcomm's SoC reportedly excels in efficiency and outperforms Meteor Lake
https://www.notebookcheck.net/Snapdragon-X-Elite-vs-Intel-Core-Ultra-and-Apple-M3-Qualcomm-s-SoC-reportedly-excels-in-efficiency-and-outperforms-Meteor-Lake.822152.0.html More market share losses ahead as Qualcomm will provide Apple levels of... — read more
D-mb move
Why have separate financial reporting for foundry when you know it's making losses. It's like putting the dirty laundry out on public display.
One of the most suboptimal CEOs we have seen in a while…
Stacy Rasgon from Bernstein Research talking about Intel CEO, PG… Well folks, the titanic is sinking and this CEO still thinks we are in the late 90s early 2000s.