https://www.fool.com/investing/2023/01/06/intel-makes-a-renewed-run-at-the-pc-market-but-is/
7 replies (most recent on top)
A good story of rise and fall is SUN
Predict a similar and many other analysis of Intel fall will be done. The introduction and first couple chapters are already written, the ending is also but certain, now only how much drama and pain before the final chapter.
https://youtu.be/P1TsVW4P5DI
Remember Sun Microsystems? It is striking how such a strong company can crash and burn so fast. Remember the boastful slogan, 'We put the dot in dotcom'? Very boastful.
Billions and billions of revenue with share price peak in 2000. Only for the company to be sold off 2 years later to Oracle. A very embarrassing conclusion to one of the best silicon valley startups ever. (Also based on RISC ! but closed architecture like Intel).
Just remember, hardware company has huge cost structure compared to software company and the these things can blow up in your face a lot faster then anyone predicts.
Jim can to Intel and after he saw how fu€led up the culture was with ingrained infighting and inability to change and transform he left.
The culture is poisonous and arrogant beyond belief still!
re: Jim
Don't forget his work on Tesla Autopilot, DEC Alpha, and even the old VAX machines from the 70s. Every chip from close to 50 years had his gigantic footprint on it. Besides the M-series, he did a lot of work on Bionic too. Apple engineers were shocked at how badass the M1 was. He's halfway into retirement, and architectural innovation will suffer for it.
Intel can’t compete competitively and make the same margins as the IDM model is no longer an advantage.
Intel product group have internally inferior technology meaning hampered by PPAC.
P: Power- burn more power due to being on 10nm
P: Performance- inferior performance at Lowe power or far higher power and high performance.
A: Area is bigger being on 10nm versus 5nm
C: COST due to PPA and smaller Intel fabs that only run x86 the RD and fabs aren’t amortized over the far larger foundry scale
Intel has no chance as a competitive IDM
P: less
Let's not pretend like practically the only person who really matters in PC chips is Jim Keller. Intel's been flailing since he left the first time. His return to leadership alone pulled back AMD from the brink of bankruptcy. Twice. He set up Apple for M2 success. With just a short stint as SVP Intel finally got us unstuck from 14nm+++++++++ because 10nm was such an abject failure. Has AMD done anything but incremental improvements since he left? He was the architect behind K8, Athlon, and Zen. Without him AMD is nothing.
In today's video, Jose Najarro and Nick Rossolillo discuss Intel (INTC 4.25%) and the recent products announced during CES 2023. Nick and Jose are impressed with the current consumer products released by Intel, but is it enough to worry Advanced Micro Devices (AMD 2.62%) investors?