What a fool believes

https://www.fool.com/amp/investing/2020/12/20/should-you-buy-or-sell-intel-stock-right-now/

We should always be skeptical of analysts' forecasts, but it's tough to ignore Intel's recent missteps. Intel's CEO Bob Swan, the former CFO who took the helm after Brian Krzanich's abrupt resignation in 2018, has mainly focused on reducing the company's capex, boosting its buybacks, and divesting its profitable NAND memory chipmaking business instead of resolving its pressing R&D issues.

Those moves suggest Swan is more interested in financial engineering than chip engineering – and those myopic strategies could cause Intel to fall further behind AMD. Meanwhile, Swan's two leading R&D plays – discrete GPUs and automotive chips – probably won't generate enough revenue to offset its ongoing challenges in the CPU market.

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"we're going to keep the fabs because the costs surrounding the sale of fabs are too high" - Bob, who isn't going to be around so he could say anything

Still, it's pretty sad if all that's keeping the fabs from being sold is the expense of selling. Heck just mothball everything then

Outsourcing and further cuts are all but certain, TMG is going to get the ax as far cheaper to follow like AMD, Nvidia, Qualcomm, Amazon, Facebooks, Microsoft and all the others.

What has Intel gained by pouring tens of billions into RD Hillsboro and tens more into late and low yield manufacturing.

Bean counter Bob can send 10 billion East and use the other tens of billions for stock buybacks, that’s war a bean counter knows best.

Intel going the route of a dividend play as high tech they certainly are not

Thread regarding Intel Corp. layoffs

What a fool believes

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