Thread regarding Intel Corp. layoffs

Silverlake said to be ready to bid on Altera, which just adds to Intels market revaluation.

As each piece of the company is explored for possible purchase or co-investment, it raises the overall valuation, such was the conglomerate discount applied to Intel.

Intel Capital, ProdCo and possibly some older fabs will be additional valuation proof points, and each sale helps reduce debt as well. Broadcom knows how to extract the maximum value from the Product groups (hint: it doesn't involve keeping many of the existing workers).

They still have a lot of restructuring to do with IFS, centralizing departments to lower labor cost, to be more like TSMC.

A TSMC investment would bring with it some level of insistence and urgency to reorganize IFS to be more like TSMC, so would speed up the process.

All this makes it a not so good time to be an employee but has the potential to do wonders for the stock.

Ya shoulda taken the package, but you may still be allowed to buy the stock. Consider adding the Intel Stock fund at 20% to your 401k..

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| 2021 views | | 10 replies (last February 20, 2025) | Reply
Post ID: @OP+1jmdjtxg9

10 replies (most recent on top)

@e1+1 Sandra just seemed like any number of other lame-o execs.

Problem is, these are all that Intel can get, and that has been true for about 10 years.

It makes it that much harder to develop meaningful strategy and then execute on that strategy.

What ends up happening is poor strategy development, which most don't believe in so they spend all their time just trying to cover themselves.

That's why they lie to each other and come up with fantastical projections which have no merit whatsoever. It is rampant at the executive level.

Best solution is to sell everything, and get down to a small core business that is manageable, which should start to attract better candidates. Sounds like that is the current Board strategy, which eventually makes Intel a foundry company and not much else.

Then try to build on that.

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Post ID: @f2+1jmdjtxg9

My $0.02: Sandra is a different breed than the rest.

I genuinely don’t believe she is remotely close to intelligent enough to be capable of malevolence on such a large scale.

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Post ID: @e1+1jmdjtxg9

@dp+1 Add Sandra to my list of loser execs.

She couldn't even get HR to work.

This is the goodness of selling off the many parts of Intel, it enables the company to shed all these professional leeches.

When it is small enough, there will be no where for them to hide, and the remaining sociopathic execs will be terminated.

Then just see what Intel can do!

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Post ID: @dr+1jmdjtxg9

Are we also paying them to take Sandra Rivera off our hands so she doesn’t find her way back in the blue-ringed walls?

She can do to Altera what she did to DCAI on someone else’s dime. Easy enough to sell FPGAs when folks are asking for it. What we KNOW BASED ON EMPIRCAL EVIDENCE is that anything innovative will completely steamroll her.

That she still runs an organization in Intel after overseeing the lack of competitiveness in a bigger BU tells you everything you need to know about this “business”.

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Post ID: @dp+1jmdjtxg9

Jim Keller thinks Intel could be worth $1 Trillion, so that suggests more upside to the stock.

Scoff all you want, a pared down Intel (potentially as just a Foundry) could do what the current messy conglomerate can not, which is to perform.

Also, a trillion isn't what it used to be.

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Post ID: @dg+1jmdjtxg9

I have to wait for more than a year to sell one INTC share at $25 that I bought for $60 last year. F-c k up !

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Post ID: @ah+1jmdjtxg9

Bloomberg reported that Silver Lake Management is in exclusive talks to acquire a majority stake in Altera, Intel’s programmable chip unit.

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Post ID: @ag+1jmdjtxg9

I joined the INTC Bagholders Club today by adding 1-share to my retirement account!

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Post ID: @a8+1jmdjtxg9

Can big ba--s be the next CEO?

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Post ID: @a6+1jmdjtxg9

As we now live in a world chock full of liars and their lies, seeing will be believing on any of this stuff. Until the ink dries I take none of it seriously; it reminds me of Foxconn's Wisconsin plans, pantomimed for political theater. I imagine someone may purchase some small piece of Intel at some point.

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Post ID: @a5+1jmdjtxg9

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