Intel still has a chance to come back but getting harder every day. The immediate solution is 1) to reduce cost in profitable groups by offering volunteer time off 2) start co-investment partnership for Ohio and Europe Fabs 2) offer longterm RSU with vesting start date of 2024 to retain talent and reduce 2023 cost. 3) offer discount for partners ordering larger scale orders to offload the inventory.
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Long term is 2024?
That’s only 1 year.
I’m what universe is that long term?
Good analysis. I’d imagine upper management is going through many machinations to figure out how to move forward.
I agree on the Long term RSUs. Compensation is going to start trailing behind again and it'll be cheaper for intel to do it via RSUs than another huge pull up to 95% compa in a few years