Tell your boss the truth about how bad it is and how much time and effort it would really take to fix it If you’re above IC make sure your reports aren’t sugar coating it for you Remember this went all the way up to Pat, Pat telling us it was... — read more
The company should implement WFO (work from office)
It'll help the company shed any remaining slackers, increasing attrition to get the headcount where it should be. Say whatever about Pat, but he fought to retain headcount in the recent CPM festivities. That's one of the reasons Lip-Bu-Tan resigned... — read more
Intel On The Brink Of Death Due To Culture Rot Says Scathing Report
https://www.zerohedge.com/markets/intel-brink-death-due-culture-rot-says-scathing-report Upon closer inspection, these failures are no surprise. 7 of 11 members have no relevant semiconductor experience. Two more are accomplished in the field but as... — read more
Time to move on from ai
Don't bother with ai
What new accounting tricks will DZ have for Q4 2024 Earnings?
We already did the depreciation thing. What else is on tap?
Time to dump Intel shares and not look back
https://seekingalpha.com/article/4748034-intel-time-to-dump-shares-and-not-look-back
Lower pay with a higher title
I have a chance to accept a job with a higher title than my current one (outside of Intel), but the pay is lower. Not by a huge amount, but it's still noticeable. The benefits are about the same. Has anyone made a similar move? I’m thinking I’ll be... — read more
Project DIGIT is coming
https://www.trendforce.com/news/2025/01/07/news-nvidia-unveils-personal-ai-computers-with-mediatek-co-developed-chip-at-ces-secures-toyota-deal/
Is anybody else hoping for layoffs?
I don’t want to quit in this job market, but if they gave me the chance, I’d take my severance and run as fast as I can. I’ve been here long enough that it’d actually make a difference.
AMD and Nvidia Overtake Intel in Key Markets, Challenging Its Leadership
U.S. Chips Act beneficiary Intel Corp’s (NASDAQ:INTC) crisis appears to be worse than expected, as companies ranging from Nvidia Corp (NASDAQ:NVDA) and smaller rivals, erstwhile partners like Microsoft Corp (NASDAQ:MSFT) rush to nab Intel’s market... — read more
Jensen Huang's CES 2025 Keynote
https://www.youtube.com/watch?v=K4qQtPpSn-k
Five new Dell PowerEdge servers with AMD 5th Generation EPYC processors
https://www.dell.com/en-us/dt/corporate/newsroom/announcements/detailpage.press-releases~usa~2024~10~amd-advancing-ai.htm#/filter-on/Country:en-us
Retention Bonuses for GFX and select others
Retention bonus! Now I can use this to leverage a better offer at nVidia.
Intel's Keynote at CES 2025 - Enough to Make a Comeback?
https://www.youtube.com/watch?v=bDS-whM2kxQ
PC sales from IDC
https://x.com/iancutress/status/1876309566746763293 2025 looks virtually the same as 2017, only this time, we have a sh!t-ton more competition with Nvidia and Mediatek coming online in 2026. Can Intel products even float IFS anymore in the long... — read more
Intc
And again it is crashing
Lagging behind in AI may turn out to be not a bad thing
When the AI bubble collapses, apparently very soon, that won't involve Intel. It resembles aspects of a ponzi scheme, particularly in the case of the lead company involved. I came across this post the other day, at @an+1wfM2qta. It may... — read more
One small gesture to bring us all back on site
Badge calendars Physical badge calendars Since none of us have desks anymore security can hand ‘em out Come on site to get yours
BTO vs BTO
I think the disconnect between BTO lovers and WFH lovers is that we’re not talking about the same thing with BTO. I can imagine a BTO where after a short restful commute I go to my spacious cubicle and meet with my coworkers and customers face to... — read more
Please RTO
We are already well into January 2025 please get us back to the office ASAP so that we can close this large gap of inadequate and under performing personnel
Intel goes from dominance to despair
If 2024 was an annus mirabilis for Broadcom and Nvidia, it was an annus horribilis for another chip stock, fallen tech giant Intel, which sank 60 per cent – its worst year since going public in 1971. It also parted company with its chief executive... — read more
Shock of some Intel managers when people quit is hilarious
It’s laughable how some managers act when they get a resignation letter. They seem totally blindsided - like they didn’t notice their team was stressed, underpaid, and stuck in dead-end roles. How can you not see something like that coming? It’s like... — read more
The 2025 surprise might be that Floundry is not spun off, but made profitable then broken up.
IDM 1.0 Product groups benefited from having access to lead nodes (ahead of what other companies could access), to the point that the fabs were run as a loss-leader, with max emphasis on output and yield over cost. This led Finance to grind their... — read more
PLEASE ALL EVPS BRING US BACK TO OFFICE
All exec vp’s please bring us all back to the office in q1
At least there will be some leftovers for shareholders and traders
Who ever came up with the idea that the beancounting model can also provide for innovation and development? Obvious money extraction scheme that will leave only a carcass behind.
How bad will the Q4 24 earnings be?
The forecast was for $13.3-$14.3 billion in revenue. Will this be met? Intel needs at least $11.2 billion in Q4 revenue to stay above $50 billion in annual revenue. This should be attainable given Q4 is usually the best quarter of the year but this... — read more
WSJ: it’s worse
Intel’s Problems Are Even Worse Than You’ve Heard There is fresh evidence the once-mighty innovator is losing market share in more areas By Christopher Mims https://www.wsj.com/tech/intel-microchip-competitors-challenges-562a42e3 Jan. 3... — read more
No Point Moore's Law is Dead
So the copper atom is 0.128 nano meters wide and TSMC claims a 2 nano meter node in 2025, so that's about a 16 atom thick layer. I'm assuming you need more than a few layers of copper atoms to conduct electricity effectively (maybe 10 for good... — read more
Any fresh rumors on CEO search?
Been super silent in the press. Is it Lip-Bu Tan? Or Matt Murphy? Or a wild card? One of the new board members?
Intel’s Problems Are Even Worse Than You’ve Heard
https://www.wsj.com/tech/intel-microchip-competitors-challenges-562a42e3?st=KNFf4v&reflink=article_copyURL_share
New in 2025
Return to office is coming. Pull up your socks and get ready to wear pants again.
BK Made a Smart Move
CRNC +143% today. https://www.investing.com/news/transcripts/earnings-call-cerence-pivots-to-generative-ai-eyes-2025-profitability-93CH-3735185
Remember this?
The day when so many of us realized we joined the wrong company. This could have been us with good leadership, though. A June poll of over 3,000 Nvidia, $NVDA, employees (out of around 30,000) showed that 76% were millionaires, per... — read more
What happens stock when INTC splits
When the split happens, what will happen our stock if our company splits into 2 completely different companies? I don’t want my investment to go anywhere near Foundry Failure
Quantum computing will be the next market Intel loses to the competition
Years of bean counters trimming budgets to increase payouts to Wall Street and PGs reckless over spending on IFS have left Intel in a position were they can't spend enough on R&D to compete in new markets. There is no way the company can afford to... — read more
CPM folks: APB & 401k deduction
I wanted to adjust %APB deducted for 401k. But I can't access future contributions any more thru Fidelity. Is APB payout still eligible for 401k deduction?
Should the CEO be entertaining?
Goofy discussion with myself. As a good leader a CEO should set the culture. Or is doing that merely entertainment? Then I realized Far and away by a New York mile Pat has been THE most entertaining CEO and I don’t particularly mean amusing more... — read more
For those on the foundry side
Be weary. Be very weary. One the split happens (and it will), Foundry will be tagged as a MFG company - not engineering. This means work environment will likely erode along with wages and benefits. What you have seen under the guise of austerity is... — read more