They talk SO BIG. Oh we are gonna leave nvidia in dust by this fall. Where are they? Where is the f-ing revenue? So much sh-t. Another $2 billion wasted away.
no green shoots after 3 years
It’s been 3 years since Pat took over. It’s been all downhill since then. every execution metric has either worsened or stayed the same. Only Pat's bluster has increased. when will the board fire this megalomaniac CEO who is full of himself? — read more
Intel stock is not valued even close to its competition
https://www.marketwatch.com/story/intel-stock-is-not-valued-even-close-to-its-competition-be598e30
Intel will divest IFS and Altman will head the new company
Altman is looking to setup a semi-conductor fab company. Intel has Fabs that have become millstones around the neck. Seems like moves are afoot to spin-off Fabs. Win-win all around!
Stumbling in the dark
So what are we supposed to be about, exactly? It is obvious we are not catching up with competition, nor have any idea how to do it. Mgmt is throwing around AI as if we have been a world leader in its development. Leadership is trying to convince us... — read more
Intel will be part of history in a few years
As soon as stock goes close to 50 sell them. In a few years intel will be a Sun Microsystems and someone will acquire it. Things does not look good at all in my opinion. I’m a street analyst
Is it possible to make chips for companies that have better chips than us?
Looks like we are trying to manufacture chips for companies that have better chips than us (like amd or nvidia). How can we make those chips in our future fabs if we cannot make better chips for us?
Intel delays $20 bln Ohio project, citing slow chip market - WSJ
https://www.reuters.com/technology/intel-delays-20-bln-ohio-project-citing-slow-chip-market-wsj-2024-02-01/
DCAI and GPU leaders should feel shame
NVIDIA To Dominate AI Share In 2024 With An Estimated $46 Billion In Data Center Revenue https://wccftech.com/nvidia-to-dominate-data-center-share-in-2024-46-billion-usd-revenue-expected/amp/
19 year old AI architect
Why does Pat keep promoting this kid who is supposedly an AI architect? What is wrong with this guy?
APB payout date in the US
I took the VSP/CPM package last year. Apparently we get a prorated amount of the APB. Can someone look internally and see when the APB payout date is for the US?
AMD and NVIDIA TV interview
I saw on YouTube both companies CEOs in the latest interview stated expecting steady growth in DC business including GPU and CPU. Meanwhile meanwhile (saying twice in purpose), intel claims the market is on low season and demand is soft in general... — read more
DRAs does not have monetary anymore?!?!
I got a DRA but apparently there is no more cash reward lol only thank you letter sent to you
Situational awareness (lack of)
How could a sales and marketing leader have such poor situational awareness ? Company is bleeding cash. Let’s rent out two cruise ships. He even went on to justify this plan - he claims renting out cruise ships and flying thousands of people to... — read more
SMG cruise party
Why boatguy tries to go while thousands unhappy?
Nvidia reportedly selects Intel Foundry Services for GPU packaging production
https://www.tomshardware.com/pc-components/gpus/nvidia-reportedly-selects-intel-foundry-services-for-chip-packaging-production-could-produce-over-300000-h100-gpus-per-month
No, really
Intel reportedly prepping refresh of Raptor Lake Refresh, no really Intel's Raptor Lake refresh CPUs, including the Core i9 14900K, were fairly underwhelming. Apparently, however, that isn't preventing Intel from spooling up another respin of Raptor... — read more
TD layoffs
Rumors are floating that TD and Manufacturing might be next in line for CPM because of poor IFS revenue numbers. You heard it here first !
SMG going to cruise and ive layoff
One intel :(
Intel’s Humbling
Intel’s Humbling Posted onTuesday, January 30, 2024 There are times when being a semiconductor CEO is rather easy. Just consider Brian Krzanich: when he took over the Intel job in 2013, I wrote in The Intel Opportunity: A new CEO has taken over... — read more
IVE kick off 2024 layoffs season at intel
Sh-t :( got the email which IVE opening VSP now followed by a cpm afterwards.
Intel stumbles in AI race as data center growth stalls, lagging behind competitors
Intel's data center business division was once a lucrative cash cow for a considerable amount of time. However, it has since witnessed a significant decline in its... — read more
My reaction to friend’s question
What % do you think you will get a raise this year? My answer: I don’t care anymore. I’m so much underpaid that 40% raise is what I’m looking for to be happy. I have to look a job somewhere else.
Peeparing you for a disappointment
APB may come under 100%. Be prepared for it
Fake job posting for Data Engineer intern
Hi, Is there fake job posting going on at Intel?
QPB+
How come I always get far exceeded rating on every insight but never get QPB+?
CHIPS Act money announcement last Friday 1-26-2024
Does anyone have any insights into precisely when the funds will be released and what Intel will receive?
Linked in job “dining program manager”
Alright …. nothing is changed at this company. They can pay a base of 211K for this job, I guess it must be mission critical! So total comp of close to 250K. Lots of applicants….. hmm Anyway love to know the person who approved this role! — read more
Slowly unfolding
Spending >> Earning Building new fabs that will stay empty Trouble filling existing factories Blissfully unaware of coming silicon glut Clueless about real gap vs tsmc Unable to actually fix TD Missing AI opportunity .. — read more
CFO's short notice Jury duty
The only realistic scenario that could trigger a short notice court appearance like this would be a case "Shareholders against Intel management".
Something fishy is going on
Sweater body has been online this morning and he is in meetings. How come you can be in meeting and off work?
Intel is still great at one thing
Dragging down the entire Nasdaq.
Average working age at Intel
Some EE/FLMs in Manufacturing are in the org since early or mid 90's. Feels like a retirement home sometimes.
PG must go
He needs to go asap. He’s bankrupting the company. How could headcount go UP when he publicly stated we are restricting hiring and in fact doing cuts? He needs to stop pandering to DC senators and do the job he was hired to do which is to fix the... — read more
Let’s be realistic
Intel announced Expanding Arizona fab Expanding New Mexico Expand Oregon Building packaging facilities in Poland Building Ohio fab Build Israel fab Building Germany fab Expanding Costa Rica Spending 100 billion on all these Meanwhile have... — read more
CFO resigning ?
Any rumors?
Update you will hear next week
Enhanced 401k will be suspended as of March 1st until an unknown time. Intel will only match 2.5 %. Recognition might be suspended as well.
When will be PG be sacked??
Time for PG and Minions to go, no?
Number of employees increased by 4k from Q3 23 to Q4 23
Intel increased 4k employees in latest quarter. Why hire 4k employees while you laid off 10k employees with hefty package?