Let's assume AMD captures just 10% of the client market from Intel. Intel generates $36bn in revenue here so 10% is 3.6bn. Intel has gross margin of 60% so this equates to approx $2.1bn of lost operating profit. ACT last year "saved" $2.3bbq. QED! If... — read more 

Full thread @Mo2exBG

Maybe this is the Bob Swan influence, but the Intel Investor Relations page got infinitely better and easily navigable over the last few months. Kudos to whoever drove the update... — read more 

they have removed peoples access from this tool internally. must be time for ACT 3 and they have no one around any more that knows how to hide the people getting the ax

What do people think of the 60 Minutes story that aired tonight about H1-B visas?

Not fake news but bad news for Intel... https://www.forbes.com/sites/antonyleather/2017/03/19/monster-amd-ryzen-16-core-cpu-could-be-on-the-way-1000-cheaper-and-faster-than-intel/#583665053d62

This is too long to post much of a summary, but it is pretty negative. Worth the read before commenting. http://semiaccurate.com/2017/03/19/intel-officially-introduces-xpoint-dc-p4800x-ssd/ "SemiAccurate has been down on Intel’s Xpoint memory and the... — read more 

MobilEye is doomed! https://creators.vice.com/en_us/article/meet-the-artist-using-ritual-magic-to-trap-self-driving-cars

Do you see how smart the Israelis are? They get Intel to get the ball rolling with the acquisition, and get Intel to spend time / resources on due diligence, then begin shopping around for an even better Buyer at at least a 10% premium. This clause... — read more 

https://twitter.com/intelitcenter/status/818946431415242752

http://www.mobipicker.com/microsoft-surface-pro-5-release-date-specs-amd-ryzen-windows-10-creators/ http://www.droidreport.com/articles/4004/20170317/amd-raven-ridge-apu-possibly-the-next-apu-of-choice-for-apple-macbook-pro-2017.htm Apple is looking... — read more 

https://www.forbes.com/sites/antonyleather/2017/03/19/monster-amd-ryzen-16-core-cpu-could-be-on-the-way-1000-cheaper-and-faster-than-intel/

So was the long hours rewarded? Did you enjoy the never ending minutia of micromanagement from your bosses? Were you given the opportunity to grow, take risk and do something great? As you look back and reflect how revenue and profits were a record... — read more 

I used to travel to FM for my previous team F2F. But just came to know from my previous colleague that they are closing 3rd and 4th floor in FM6 to save janitor cost. Is it really true? We dont have money to pay janitors now.

"the more inward and much harder and more painful physical things intel must fix" _The inward gaze points one epidemic across Intel. The amount of overhead engineers spend in following mind numbing processes, approval chains and decision matrix-es... — read more 

She willl lead Intel Performance and Drones in Background Group ( PDBG )

Yearly sales of cars globally are around 70 million. Compare that to around 240million PC sales. Not every car will be driver-less, and there are 3-4 other competitors and ETA of first shipping cars is around 2022. Let's say Intel gets 1/3 of the... — read more 

Numbers are random but situation is real. Let's assume, base salary = $117k. Base salary Range on HR documents for your grade level = $100k to $160k with $130k being 50th percentile. SMA triggers when base falls below 25th percentile. Once SMA... — read more 

Yeah 15B is lots of cash to put in to something they think is a fad. I'm hoping they thknk its goin to be a bright future with this acuasition.

9:30 am - roll into Intel parking lot in your luxury car paid for by bonus you don't deserve 9:45 am - time it takes for you to get out of car and walk into your building. 9:46 am - head to cafeteria for breakfast burrito, free coffee and... — read more 

BK and his cronies are just trying to manipulate the stock market. They did it once they'll do it again

When I have every experiment and next step reviewed twice a day and micromanaged you think I do my best work? Didn't you hire me to do something great and think creatively, all I do is execute my bosses stupid ideas! Ain't no wonder intel is such a... — read more 

What matters is that performance per watt, AMD is a much better choice and Intel is feeling it. Intel has a very skilled team in the competitive analysis group which noticed that Zen might give it many headaches in the PC market. It was top... — read more 

http://www.fudzilla.com/news/processors/43137-intel-underestimated-zen-ryzen-threat At least in the old days they had a two to three year lead in process to make up for cr@p design. Now AMD got its mojo back and TMG can't deliver 10nm, the goose is... — read more 

https://www.semiwiki.com/forum/content/6662-tsmc-talks-about-22nm-12nm-7nm-euv.html Intel is nothing more than the boring manufacture of x86, slowing dying client and server as ARMy conquers all. No leadership insures a bleak future of contraction... — read more 

https://www.wsj.com/articles/a-new-look-at-the-h-1b-visa-programs-impact-on-american-workers-1489483811

Hi, I just saw a senior director that became senior staff. Is this legal ?

TMG seems to be happy slipping schedules with 10nm and 7nm slips. Capital investment fallling. If you are a TMGer the future is in Taiwan, Korea and China. http://www.eetimes.com/document.asp?doc_id=1331492&

Merrifield: Q4’13 became Q1’14 14nm production: HVM in Q1’14 became Q3’14 (with yield parity in H2’16) Broadwell-Y: Q2’14 became Q4’14 Moorefield: Q2’14 became Q4’14 (Only major design win, ZenPhone 2 w/XMM7260, launched in Q1’15.) Cherry Trail:... — read more 

Add the the Charging bowl to the list. But Board is more responsible for this mess. https://forums.anandtech.com/threads/in-depth-analysis-intel-roadmap-execution-since-2014.2501657/

https://www.fool.com/investing/2017/03/15/intel-corporation-is-losing-focus.aspx