Someone will need to send tissue to BK when investors realize his folly.
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Wow. Charles is not holding back, and having seen the whole progression of slideware over the past few years, I really can't argue with him. Of all the groups who I thought had their stuff together, I thought it was NSG. But they don't. And Intel never could stomach the necessary memory margins.
After reading this and today's MBLY debacle, I'm shorting the F out of this stock tomorrow morning.
Current intel leaders are good to drive the business into the ground sooner than I thought. They hve no idea how to execute on anything they acquire and pretty soon it will not be growing organically but by trying to acquire. Has his ever worked in the past? Why do think they can execute or profit in te future. No visionaries left.
promises
http://intelstudios.edgesuite.net/im/2015/archive/bk/archive.html,
(about 31 mins into presentation, use Chrome.)
Promises meets real world.
https://semiaccurate.com/2017/03/10/intel-mislead-press-xpoint-next-week/
3D Xpoint a good Idea, but poorly executed. Premature announcement and endless delays allows time for alternative solutions to be developed, possibly driven by desire not to be locked into Intel CPUs, with their proprietary Interface to the Optane DIMMs. Intel's market share projections of this market questionable.